Integrate Outreach with Aero Workflow
Send information between Outreach and Aero Workflow automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up tasks in Aero Workflow when new tasks are initiated in Outreach
Facilitate better time management by automating routine task scheduling. This workflow will create a new task in Aero Workflow each time 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 Aero Workflow.
Set up tasks in Aero Workflow when new tasks are initiated in Outreach
Outreach + Aero Workflow
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Supported triggers and actions
Integrate Outreach and Aero Workflow 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 created or deleted
Triggers when a sequence state is created or deleted
Opportunity updated
Triggers when any detail of an existing opportunity is updated
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
Task created or deleted
Triggers when a task is created or deleted
Prospect updated
Triggers when any detail of an existing prospect is updated
Prospect created or deleted
Triggers when a prospect is created or deleted
Sequence created or deleted
Triggers when a sequence is created or deleted
Sequence updated
Triggers when any detail of an existing sequence is updated
Opportunity created or deleted
Triggers when an opportunity is created or deleted
Task updated
Triggers when any detail of an existing task is updated
Account updated
Triggers when any detail of an existing account is updated
Mail updated
Triggers when any detail of an existing mail is updated
Call created or deleted
Triggers when a call is created or deleted
Sequence state updated
Triggers when the state of an existing sequence is updated
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create opportunity
Creates a new opportunity
Log call
Logs a new call
Add recipient
Adds a new recipient
Create account
Creates a new account
Create task
Creates a new task
Add prospect
Adds a new prospect
Add prospect to sequence
Adds a prospect to the specified sequence
Update account
Updates the details of an existing account
Update prospect
Updates an existing prospect
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 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 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 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 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
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 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 opportunity stage - By ID
Fetches the details of an existing opportunity stage by its ID
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 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 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 account - By ID
Fetches the details of an existing account by ID
Fetch mailing
Fetches the details of an existing mailing by ID
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
Create task
Creates a new task
Create company
Creates a new company
Create contact
Creates a new contact
Create appointment
Creates a new appointment
Create email
Creates a new email
Fetch contact
Fetches details of an existing contact by ID
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.
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What is Aero Workflow?
Aero Workflow is an accounting workflow management platform. You can create task templates, schedule tasks, and track work and time effectively.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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