Integrate Outreach with Yodiz
Send information between Outreach and Yodiz automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create tasks in Yodiz as tasks are initiated in Outreach
Free up time for critical tasks by automating redundant administrative tasks. This flow will add a new task to Yodiz every time a new task is added 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 user story in Yodiz.
Create tasks in Yodiz as tasks are initiated in Outreach
Outreach + Yodiz
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Supported triggers and actions
Integrate Outreach and Yodiz using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Mail updated
Triggers when any detail of an existing mail 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
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 state created or deleted
Triggers when a sequence state is created or deleted
Sequence created or deleted
Triggers when a sequence is created or deleted
Task created or deleted
Triggers when a task is created or deleted
Account created or deleted
Triggers when an account is created or deleted
Account updated
Triggers when any detail of an existing account is updated
Mailing event
Triggers when a mail is created, delivered, bounced, opened, replied, or deleted
Sequence updated
Triggers when any detail of an existing sequence 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
Call created or deleted
Triggers when a call is created or deleted
Call updated
Triggers when any detail of an existing call is updated
Epic created
Triggers when a new epic is created
User story created
Triggers when a new user story is created
Task created
Triggers when a new task is created in a user story
Issue created
Triggers when a new issue is created
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 opportunity
Creates a new opportunity
Add recipient
Adds a new recipient
Log call
Logs a new call
Create account
Creates a new account
Create task
Creates a new task
Update prospect
Updates an existing prospect
Update account
Updates the details of an existing account
Fetch sequence
Fetches the details of a sequence by its name
Fetch prospect stage - By ID
Fetches the details of an existing prospect stage by its ID
Fetch account - By name
Fetches the details of an existing account 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 prospect - By name or email
Fetches the details of an existing prospect by first name, last name, or email
Fetch user - By email address
Fetches the details of an existing user by email address
Fetch opportunity stage - By name
Fetches the details of an existing opportunity stage by its name
Fetch prospect stage - By name
Fetches the details of an existing prospect stage by name
Fetch mailbox
Fetches an existing mailbox by its email address
Fetch prospect - By ID
Fetches the details of an existing prospect by ID
Fetch mailing
Fetches the details of an existing mailing by ID
Fetch call purpose - By name
Fetches the details of an existing call purpose by name
Fetch persona - By ID
Fetches the details of an existing persona by ID
Fetch call purpose - By ID
Fetches the details of an existing call purpose by ID
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 call disposition - By name
Fetches the details of an existing call disposition status 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 opportunity - By name
Fetches the details of an existing opportunity by name
Fetch opportunity - By ID
Fetches the details of an existing opportunity by ID
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 user story
Create issue
Creates a new issue
Create user story
Creates a new user story
Update user story
Updates the details of an existing user story
Create epic
Creates a new epic
Update epic
Updates the details of an existing epic
Update issue
Updates the details of an existing issue
Update task
Updates the details of an existing task
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 Yodiz?
Yodiz is a web-based agile project management application for scaling agile and DevOps. It supports product backlog management, kanban, scrum management, bug tracking, team discussions, and software configuration management integrations.
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