Integrate Outreach with Zoho Projects
Send information between Outreach and Zoho Projects automatically, without writing any code, using Zoho Flow.
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Set up tasks in Zoho Projects when new tasks are initiated in Outreach
Free up time for critical tasks by automating redundant administrative tasks. This flow will create a new task in Zoho Projects when a new task is created in Outreach.
How it works
- The flow triggers when a task is created or deleted in Outreach.
- Zoho Flow creates a new task in Zoho Projects.
Set up tasks in Zoho Projects when new tasks are initiated in Outreach
Outreach + Zoho Projects
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Supported triggers and actions
Integrate Outreach and Zoho Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Call updated
Triggers when any detail of an existing call is updated
Sequence state updated
Triggers when the state of an existing sequence is updated
Opportunity updated
Triggers when any detail of an existing opportunity is updated
Sequence state created or deleted
Triggers when a sequence state is created or deleted
Sequence updated
Triggers when any detail of an existing sequence is updated
Mail updated
Triggers when any detail of an existing mail is updated
Opportunity created or deleted
Triggers when an opportunity is created or deleted
Sequence created or deleted
Triggers when a sequence is created or deleted
Prospect updated
Triggers when any detail of an existing prospect is updated
Account updated
Triggers when any detail of an existing account is updated
Call created or deleted
Triggers when a call is created or deleted
Prospect created or deleted
Triggers when a prospect is created or deleted
Task updated
Triggers when any detail of an existing task is updated
Task created or deleted
Triggers when a task is created or deleted
Mailing event
Triggers when a mail is created, delivered, bounced, opened, replied, or deleted
Account created or deleted
Triggers when an account is created or deleted
Bug submitted
Triggers when a new bug/issue is submitted
Milestone updated in a portal
Triggers when a milestone is updated in a portal
Overdue task in project
Triggers when a task in the selected project becomes overdue
Event created
Triggers when a new event is created
Comment added
Triggers when a new comment is added to the selected task
Task list completed
Triggers when a task list is marked as completed
Task list created
Triggers when a new task list is created
Bug submitted in project
Triggers when a new bug/issue is submitted in the selected project
Task created
Triggers when a new task is created in the selected portal
Project created
Triggers when a new project is created
Task completed
Triggers when a task is completed in the selected portal
Milestone completed
Triggers when a milestone is marked as completed
Milestone updated
Triggers when a milestone is updated in a project
Task or subtask updated
Triggers when the details of an existing task or subtask are updated in the selected portal
Milestone created in a portal
Triggers when a new milestone is created in the selected portal
Task created in project
Triggers when a new task is created in the selected project
Project comment added
Triggers when a new comment is added in the selected project
Bug updated
Triggers when the details of an existing bug/issue are updated
Task updated in project
Triggers when the details of an existing task are updated in the selected project
Milestone completed in a portal
Triggers when a milestone is completed in any project in the selected portal
Milestone created
Triggers when a new milestone is created
Project updated
Triggers when the details of an existing project are updated
Overdue task or subtask in portal
Triggers when a task or subtask in the selected portal becomes overdue
Bug updated in project
Triggers when the details of an existing bug/issue are updated in the selected project
All Actions - Actions are the automated tasks
Add prospect
Adds a new prospect
Add prospect to sequence
Adds a prospect to the specified sequence
Create account
Creates a new account
Create task
Creates a new task
Log call
Logs a new call
Add recipient
Adds a new recipient
Create opportunity
Creates a new opportunity
Update prospect
Updates an existing prospect
Update account
Updates the details of an existing account
Fetch opportunity stage - By name
Fetches the details of an existing opportunity stage by its name
Fetch call disposition - By ID
Fetches the details of an existing call disposition status by ID
Fetch opportunity - By ID
Fetches the details of an existing opportunity by ID
Fetch opportunity - By name
Fetches the details of an existing opportunity by name
Fetch user - By ID
Fetches the details of an existing user by ID
Fetch persona - By name
Fetches the details of an existing persona by name
Fetch sequence - By ID
Fetches the details of an existing sequence by ID
Fetch user - By email address
Fetches the details of an existing user by email address
Fetch call disposition - By name
Fetches the details of an existing call disposition status by name
Fetch task priority - By ID
Fetches the details of an existing task priority by ID
Fetch account - By ID
Fetches the details of an existing account by ID
Fetch mailing
Fetches the details of an existing mailing by ID
Fetch account - By name
Fetches the details of an existing account by name
Fetch prospect - By name or email
Fetches the details of an existing prospect by first name, last name, or email
Fetch sequence
Fetches the details of a sequence by its name
Fetch prospect stage - By name
Fetches the details of an existing prospect stage by name
Fetch prospect - By ID
Fetches the details of an existing prospect by ID
Fetch prospect stage - By ID
Fetches the details of an existing prospect stage by its ID
Fetch opportunity stage - By ID
Fetches the details of an existing opportunity stage by its ID
Fetch mailbox
Fetches an existing mailbox by its email address
Fetch task priority - By name
Fetches the details of an existing task priority by name
Fetch call purpose - By name
Fetches the details of an existing call purpose by name
Fetch call - By ID
Fetches the details of an existing call by ID
Fetch call purpose - By ID
Fetches the details of an existing call purpose by ID
Fetch persona - By ID
Fetches the details of an existing persona by ID
Add comment to bug
Adds a new comment to the selected bug
Submit bug
Submits a new bug/issue
Create subtask
Creates a new subtask in the selected task
Create task
Creates a new task
Add existing client company to a project
Adds an existing client company to a project
Add client to project
Adds a client to the selected project
Add client company
Creates a new client company
Create milestone
Creates a new milestone
Create comment in project
Creates a new comment in the selected project
Add user to project
Adds a user to the selected project
Create time log for task
Creates a time log for the selected task
Create general time log
Creates a general time log for the selected project
Create event
Creates a new event
Create task list
Creates a new task list
Add comment
Adds a comment to the selected task
Add followers to task
Adds the specified users as followers to an existing task
Create project
Creates a new project
Create issue time log
Creates a time log for the selected issue
Associate project with a team
Associates a project with the selected team
Update general time log
Updates the details of an existing general time log
Approve task timelog
Approves a task timelog
Update client company
Updates the details of an existing client company
Update issue time log
Updates the details of an existing issue time log
Update task list
Updates the details of a task list using its ID
Approve timelog
Approves a general timelog
Update project
Updates the details of an existing project
Complete milestone
Completes an existing milestone
Update bug
Updates the details of an existing bug/issue
Update task or subtask
Updates the details of an existing task or subtask for the specified ID
Update task time log
Updates the details of an existing task time log
Fetch milestone
Fetch the details of an existing milestone by search term
Fetch user
Fetches the details of an existing user by email address or user ID
Fetch project - By search term
Fetches the details of an existing project by search term
Fetch task list
Fetches the details of an existing task list by name
Fetch milestone by ID
Fetches the details of an existing milestone by ID
Fetch task status
Fetches the status of an existing task by task name
Fetch task in project
Fetches the details of an existing task by ID, name, owner, or status in the selected project
Fetch project - By ID
Fetches the details of an existing project by ID
Fetch task
Fetches the details of an existing task by name
Fetch clients in a project
Fetches the clients associated with the selected project
Fetch time log
Fetches the details of an existing time log by bill status and owner
Fetch project status
Fetches the status of a project by name
Fetch bug in project
Fetches the details of an existing bug/task in the selected project
Fetch CRM deals
Fetch the CRM deals associated with the selected project
Fetch tag
Fetches the specified tag using name
Fetch user in portal
Fetches the details of a user in the selected portal using email address
What is Outreach?
Outreach is a sales engagement platform that lets you reach out to prospects through call, email, text, or social networks. It lets you build process workflows, manage tasks, and monitor performance metrics.
What is Zoho Projects?
Zoho Projects is online project management software that helps you efficiently collaborate with your teams. You can create projects and tasks, set milestones, file issues, and keep track of everything from one place.
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Custom functions
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Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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