Integrate Outreach with Workstack
Send information between Outreach and Workstack automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Workstack each time a new task is created in Outreach
Facilitate better time management by automating routine task scheduling. This flow will create a new task in Workstack 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 the selected todo in Workstack.
Create a new task in Workstack each time a new task is created in Outreach
Outreach + Workstack
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Supported triggers and actions
Integrate Outreach and Workstack using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Sequence state created or deleted
Triggers when a sequence state is created or deleted
Prospect updated
Triggers when any detail of an existing prospect is updated
Sequence state updated
Triggers when the state of an existing sequence is updated
Call created or deleted
Triggers when a call is created or deleted
Task updated
Triggers when any detail of an existing task is updated
Opportunity created or deleted
Triggers when an opportunity is created or deleted
Opportunity updated
Triggers when any detail of an existing opportunity is updated
Account updated
Triggers when any detail of an existing account is updated
Sequence created or deleted
Triggers when a sequence is created or deleted
Prospect created or deleted
Triggers when a prospect 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
Call updated
Triggers when any detail of an existing call 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
New task
Triggers when a new task is created for the selected user
New todo
Triggers when a new todo is created in the selected project
New meeting
Triggers when a new meeting is created for the selected user
New todo list
Triggers when a new todo list is created in the selected project
New project
Triggers when a new project is created
All Actions - Actions are the automated tasks
Add prospect to sequence
Adds a prospect to the specified sequence
Add prospect
Adds a new prospect
Log call
Logs a new call
Add recipient
Adds a new recipient
Create task
Creates a new task
Create account
Creates a new account
Create opportunity
Creates a new opportunity
Update prospect
Updates an existing prospect
Update account
Updates the details of an existing account
Fetch opportunity - By ID
Fetches the details of an existing opportunity by ID
Fetch persona - By ID
Fetches the details of an existing persona by ID
Fetch opportunity stage - By ID
Fetches the details of an existing opportunity stage by its ID
Fetch task priority - By name
Fetches the details of an existing task priority by name
Fetch call purpose - By ID
Fetches the details of an existing call purpose by ID
Fetch user - By email address
Fetches the details of an existing user by email address
Fetch prospect - By name or email
Fetches the details of an existing prospect by first name, last name, or email
Fetch call disposition - By name
Fetches the details of an existing call disposition status by name
Fetch opportunity stage - By name
Fetches the details of an existing opportunity stage by its name
Fetch persona - By name
Fetches the details of an existing persona by name
Fetch user - By ID
Fetches the details of an existing user by ID
Fetch opportunity - By name
Fetches the details of an existing opportunity by name
Fetch call purpose - By name
Fetches the details of an existing call purpose by name
Fetch prospect - By ID
Fetches the details of an existing prospect by ID
Fetch mailbox
Fetches an existing mailbox by its email address
Fetch sequence
Fetches the details of a sequence by its name
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 stage - By ID
Fetches the details of an existing prospect stage by its ID
Fetch account - By ID
Fetches the details of an existing account by ID
Fetch task priority - By ID
Fetches the details of an existing task priority by ID
Fetch prospect stage - By name
Fetches the details of an existing prospect stage by name
Fetch call disposition - By ID
Fetches the details of an existing call disposition status by ID
Create task
Creates a new task in the selected todo
Create meeting
Creates a new meeting
Create todo
Creates a new todo in the selected project
Create todo list
Creates a new todo list in the selected project
Create project
Creates a new project
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.
Similar apps
What is Workstack?
Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.
Similar apps
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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Toto
Technical Engineer, Master Liveaboards
