What can I automate with Outreach?

Start a workflow or agent when Account Created, Account Updated or Account Destroyed happens in Outreach, then Create Account, Update Account or Create User, alongside 200+ other apps.

Can an AI agent update Outreach?

Yes, when you add Outreach actions to its tools. You can pin fields, limit values and require approval before it acts, and every action is recorded in the Event Logs.

Do I need to write code?

No. Pick a trigger and actions in the builder, or describe what you want and Copilot sets it up.

What if the Outreach action I need isn't listed?

Call the Outreach API from any REST API step. On the Enterprise plan, talk to us about adding it.

Sales & CRM

Outreach integration

Start workflows and AI agents from Outreach events, and let agents act in Outreach within the limits you set.

42 triggers
125 actions
MCP server

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Outreach triggers and actions

Every Outreach trigger and action you can use in Konnectify workflows and AI agents.

Trigger: Account Created
Receives a real-time notification whenever a new account is created in Outreach.
Trigger: Account Updated
Receives a real-time notification whenever an existing account is modified in Outreach.
Trigger: Account Destroyed
Receives a real-time notification whenever an account is deleted in Outreach.
Trigger: Prospect Created
Receives a minimal real-time notification containing the ID of the new prospect.
Trigger: Prospect Updated
Receives a minimal real-time notification containing the ID of the updated prospect.
Trigger: Prospect Destroyed
Receives a minimal real-time notification containing the ID of the deleted prospect.
Trigger: Opportunity Created
Receives a minimal real-time notification containing the ID of the new opportunity.
Trigger: Opportunity Updated
Receives a minimal real-time notification containing the ID of the updated opportunity.
Trigger: Opportunity Destroyed
Receives a minimal real-time notification containing the ID of the deleted opportunity.
Trigger: Sequence Created
Receives a minimal real-time notification containing the ID of the new sequence.
Trigger: Sequence Updated
Receives a minimal real-time notification containing the ID of the updated sequence.
Trigger: Sequence Destroyed
Receives a minimal real-time notification containing the ID of the deleted sequence.
Trigger: Task Created
Receives a minimal real-time notification containing the ID of the new task.
Trigger: Task Updated
Receives a minimal real-time notification containing the ID of the updated task.
Trigger: Task Destroyed
Receives a minimal real-time notification containing the ID of the deleted task.
Trigger: Task Completed
Receives a minimal real-time notification containing the ID of the completed task.
Trigger: Call Created
Receives a minimal real-time notification containing the ID of the new call.
Trigger: Call Updated
Receives a minimal real-time notification containing the ID of the updated call.
Trigger: Call Destroyed
Receives a minimal real-time notification containing the ID of the deleted call.
Trigger: Email Address Created
Receives a minimal real-time notification containing the ID of the new email address.
Trigger: Email Address Updated
Receives a minimal real-time notification containing the ID of the updated email address.
Trigger: Email Address Destroyed
Receives a minimal real-time notification containing the ID of the deleted email address.
Trigger: Import Created
Receives a minimal real-time notification containing the ID of the newly created import.
Trigger: Import Finished
Receives a minimal real-time notification containing the ID of the finished import.
Trigger: Kaia Recording Created
Receives a minimal real-time notification containing the ID of the new Kaia recording.
Trigger: Mailing Created
Receives a minimal real-time notification containing the ID of the new mailing.
Trigger: Mailing Updated
Receives a minimal real-time notification containing the ID of the updated mailing.
Trigger: Mailing Destroyed
Receives a minimal real-time notification containing the ID of the deleted mailing.
Trigger: Mailing Bounced
Receives a minimal real-time notification containing the ID of the bounced mailing.
Trigger: Mailing Delivered
Receives a minimal real-time notification containing the ID of the delivered mailing.
Trigger: Mailing Opened
Receives a minimal real-time notification containing the ID of the opened mailing.
Trigger: Mailing Replied
Receives a minimal real-time notification containing the ID of the replied mailing.
Trigger: Opportunity Prospect Role Created
Receives a minimal real-time notification containing the ID of the new opportunity prospect role.
Trigger: Opportunity Prospect Role Updated
Receives a minimal real-time notification containing the ID of the updated opportunity prospect role.
Trigger: Opportunity Prospect Role Destroyed
Receives a minimal real-time notification containing the ID of the deleted opportunity prospect role.
Trigger: Sequence State Created
Receives a minimal real-time notification containing the ID of the new sequence state.
Trigger: Sequence State Updated
Receives a minimal real-time notification containing the ID of the updated sequence state.
Trigger: Sequence State Destroyed
Receives a minimal real-time notification containing the ID of the deleted sequence state.
Trigger: Sequence State Advanced
Receives a minimal real-time notification containing the ID of the advanced sequence state.
Trigger: Sequence State Finished
Receives a minimal real-time notification containing the ID of the finished sequence state.
Trigger: User Created
Receives a minimal real-time notification containing the ID of the new user.
Trigger: User Updated
Receives a minimal real-time notification containing the ID of the updated user.
Action: Create Account
Creates a new account record in Outreach.
Action: Update Account
Updates an existing account record in Outreach using its ID.
Action: Create User
Creates a new user record in Outreach.
Action: Update User
Updates an existing user record in Outreach using its ID.
Action: Create Account Note
Creates a new account note record in Outreach.
Action: Update Account Note
Updates an existing account note record in Outreach using its ID.
Action: Create Call Disposition
Creates a new call disposition record in Outreach.
Action: Update Call Disposition
Updates an existing call disposition record in Outreach using its ID.
Action: Create Call Purpose
Creates a new call purpose record in Outreach.
Action: Update Call Purpose
Updates an existing call purpose record in Outreach using its ID.
Action: Create Compliance Request
Creates a new compliance request record in Outreach (e.g., for GDPR/CCPA data deletion or export).
Action: Create Prospect
Creates a new prospect record in Outreach.
Action: Update Prospect
Updates an existing prospect record in Outreach using its ID.
Action: Add Prospect to Sequence
Enrolls a single prospect into a specified sequence in Outreach using the bulk action endpoint.
Action: Create Email Address
Creates a new email address record in Outreach associated with a prospect.
Action: Update Email Address
Updates an existing email address record in Outreach using its ID.
Action: Create Opportunity
Creates a new sales opportunity (deal) record in Outreach.
Action: Update Opportunity
Updates an existing opportunity record in Outreach using its ID.
Action: Create Opportunity Prospect Role
Creates a new role mapping between a Prospect and an Opportunity in Outreach.
Action: Update Opportunity Prospect Role
Updates an existing prospect role on an opportunity using its ID.
Action: Create Content Category Ownership
Creates a new ownership mapping between a Content Category and a User or Team in Outreach.
Action: Create Persona
Creates a new persona record in Outreach.
Action: Update Persona
Updates an existing persona record in Outreach using its ID.
Action: Create Phone Number
Creates a new phone number record in Outreach associated with a prospect.
Action: Update Phone Number
Updates an existing phone number record in Outreach using its ID.
Action: Create Product
Creates a new product record in Outreach.
Action: Update Product
Updates an existing product record in Outreach using its ID.
Action: Create Profile
Creates a new profile record (role/permission set) in Outreach.
Action: Update Profile
Updates an existing profile record in Outreach using its ID.
Action: Create Prospect Note
Creates a new note associated with a prospect in Outreach.
Action: Update Prospect Note
Updates an existing prospect note record in Outreach using its ID.
Action: Create Purchase
Creates a new purchase record in Outreach.
Action: Update Purchase
Updates an existing purchase record in Outreach using its ID.
Action: Create Recipient
Creates a new recipient record in Outreach.
Action: Update Recipient
Updates an existing recipient record in Outreach using its ID.
Action: Create Sequence
Creates a new sequence automation in Outreach.
Action: Update Sequence
Updates the configuration or metadata of an existing sequence.
Action: Create Sequence State
Creates a sequence state, which effectively enrolls a prospect into a specific sequence.
Action: Create Sequence Step
Creates a new step (e.g., email, call) within a specific sequence.
Action: Update Sequence Step
Updates configuration for an existing sequence step, such as the interval or task notes.
Action: Create Sequence Template
Creates a sequence template junction, assigning a specific email template to a sequence step.
Action: Update Sequence Template
Updates an existing sequence template record, often used to enable or disable a specific A/B variation.
Action: Create Stage
Creates a new stage label used to categorize prospects in Outreach.
Action: Update Stage
Updates an existing stage configuration, such as changing its name, color, or sort order.
Action: Create Task
Creates a new task in Outreach, such as a manual call, email, or generic action item.
Action: Update Task
Updates an existing task in Outreach, often used to mark a task as completed or to update notes.
Action: Create Task Disposition
Creates a new task disposition used to log the outcome of a specific task type (e.g., Call, Email).
Action: Update Task Disposition
Updates the configuration of an existing task disposition, such as its name or display order.
Action: Create Task Purpose
Creates a new task purpose used to categorize the intent of a task.
Action: Update Task Purpose
Updates the configuration of an existing task purpose.
Action: Create Template
Creates a new reusable email template in Outreach.
Action: Update Template
Updates an existing email template, such as modifying the subject line or HTML body.
Action: Activate Sequence
Triggers the action to activate a sequence, allowing prospects to resume or begin moving through the steps.
Action: Deactivate Sequence
Triggers the action to deactivate a sequence, pausing all automated steps for enrolled prospects.
Action: Finish Sequence State
Triggers the action to finish a sequence state, effectively completing the prospect's journey through that specific sequence.
Action: Pause Sequence State
Triggers the action to pause a sequence state, temporarily halting automated steps for the enrolled prospect.
Action: Resume Sequence State
Triggers the action to resume a previously paused sequence state, continuing automated steps for the prospect.
Action: Activate Sequence Template
Triggers the action to activate a sequence template, making it available for use in a sequence step.
Action: Deactivate Sequence Template
Triggers the action to deactivate a sequence template, preventing it from being used in its associated sequence step.
Action: Advance Task
Triggers the action to advance a task in Outreach.
Action: Deliver Task
Triggers the action to deliver an email task in Outreach.
Action: Log Meet In Person Task
Triggers the action to log a task as a completed in-person meeting.
Action: Mark Task Complete
Triggers the action to mark a specific task as completed in Outreach.
Action: Get User by ID
Fetches the details of an Outreach user using their unique ID.
Action: Get Account
Fetches the details of an Outreach account using its unique ID.
Action: Get Account Note By ID
Fetches the details of an Outreach account note using its unique ID.
Action: Get Call By ID
Fetches the details of an Outreach call using its unique ID.
Action: Get Call Disposition By ID
Fetches the details of an Outreach call disposition using its unique ID.
Action: Get Call Purpose By ID
Fetches the details of an Outreach call purpose using its unique ID.
Action: Get Compliance Request By ID
Fetches the details of an Outreach compliance request using its unique ID.
Action: Get Content Category By ID
Fetches the details of an Outreach content category using its unique ID.
Action: Get Content Category Membership By ID
Fetches the details of an Outreach content category membership using its unique ID.
Action: Get Email Address By ID
Fetches the details of an Outreach email address using its unique ID.
Action: Get Kaia Recording By ID
Fetches the details of an Outreach Kaia recording using its unique ID.
Action: Get Mailbox By ID
Fetches the details of an Outreach mailbox using its unique ID.
Action: Get Mailing By ID
Fetches the details of an Outreach mailing using its unique ID.
Action: Get Opportunity By ID
Fetches the details of an Outreach opportunity using its unique ID.
Action: Get Opportunity Prospect Role By ID
Fetches the details of an Outreach opportunity prospect role using its unique ID.
Action: Get Opportunity Stage By ID
Fetches the details of an Outreach opportunity stage using its unique ID.
Action: Get Persona By ID
Fetches the details of an Outreach persona using its unique ID.
Action: Get Phone Number By ID
Fetches the details of an Outreach phone number using its unique ID.
Action: Get Product By ID
Fetches the details of an Outreach product using its unique ID.
Action: Get Profile By ID
Fetches the details of an Outreach profile using its unique ID.
Action: Get Prospect By ID
Fetches a prospects by ID in Outreach.
Action: Get Prospect Note By ID
Fetches the details of an Outreach prospect note using its unique ID.
Action: Get Purchase By ID
Fetches the details of an Outreach purchase using its unique ID.
Action: Get Recipient By ID
Fetches the details of an Outreach recipient using its unique ID.
Action: Get Sequence By ID
Fetches the details of an Outreach sequence using its unique ID.
Action: Get Sequence State By ID
Fetches the details of an Outreach sequence state using its unique ID.
Action: Get Sequence Step By ID
Fetches the details of an Outreach sequence step using its unique ID.
Action: Get Sequence Template By ID
Fetches the details of an Outreach sequence template using its unique ID.
Action: Get Stage By ID
Fetches the details of an Outreach stage using its unique ID.
Action: Get Task By ID
Fetches the details of an Outreach task using its unique ID.
Action: Get Task Disposition By ID
Fetches the details of an Outreach task disposition using its unique ID.
Action: Get Task Priority By ID
Fetches the details of an Outreach task priority using its unique ID.
Action: Get Task Purpose By ID
Fetches the details of an Outreach task purpose using its unique ID.
Action: Get Template By ID
Fetches the details of an Outreach template using its unique ID.
Action: Delete Account
Deletes an Outreach account using its unique ID.
Action: Delete Account Note
Deletes an Outreach account note using its unique ID.
Action: Delete Call
Deletes an Outreach call using its unique ID.
Action: Delete Call Disposition
Deletes an Outreach call disposition using its unique ID.
Action: Delete Call Purpose
Deletes an Outreach call purpose using its unique ID.
Action: Delete Content Category
Deletes an Outreach content category using its unique ID.
Action: Delete Content Category Membership
Deletes an Outreach content category membership using its unique ID.
Action: Delete Email Address
Deletes an Outreach email address using its unique ID.
Action: Delete Opportunity
Deletes an Outreach opportunity using its unique ID.
Action: Delete Opportunity Prospect Role
Deletes an Outreach opportunity prospect role using its unique ID.
Action: Delete Opportunity Stage
Deletes an Outreach opportunity stage using its unique ID.
Action: Delete Persona
Deletes an Outreach persona using its unique ID.
Action: Delete Phone Number
Deletes an Outreach phone number using its unique ID.
Action: Delete Product
Deletes an Outreach product using its unique ID.
Action: Delete Profile
Deletes an Outreach profile using its unique ID.
Action: Delete Prospect
Deletes an Outreach prospect using its unique ID.
Action: Delete Prospect Note
Deletes an Outreach prospect note using its unique ID.
Action: Delete Purchase
Deletes an Outreach purchase using its unique ID.
Action: Delete Recipient
Deletes an Outreach recipient using its unique ID.
Action: Delete Sequence
Deletes an Outreach sequence using its unique ID.
Action: Delete Sequence State
Deletes an Outreach sequence state using its unique ID.
Action: Delete Sequence Template
Deletes an Outreach sequence template using its unique ID.
Action: Delete Stage
Deletes an Outreach stage using its unique ID.
Action: Delete Task
Deletes an Outreach task using its unique ID.
Action: Delete Task Disposition
Deletes an Outreach task disposition using its unique ID.
Action: Delete Task Purpose
Deletes an Outreach task purpose using its unique ID.
Action: Delete Template
Deletes an Outreach template using its unique ID.
Action: Search Prospects by Email
Searches Outreach for all prospect records whose email matches the provided address.

Showing 12 of 167

Use Outreach in an AI agent

Add any Outreach action to an agent as a tool. The agent decides when to use it; you set the limits. Pin fields it can't change, limit fields to allowed values, and require approval before it acts. Every action is recorded in the Event Logs.

How AI agents work

Connect Outreach with other apps

See what you can automate between Outreach and another app, with workflows and AI agents.

Which app do you want to connect with Outreach?

Outreach

Pick any of 201 apps to see what it can do with Outreach.

Outreach and AI

Add AI steps to Outreach workflows
Summarise, classify or draft with ChatGPT, Claude or Gemini inside a workflow.Outreach + ChatGPT Outreach + Claude Outreach + Gemini
Use Outreach actions from Claude or ChatGPT
Expose the Outreach actions you choose to Claude, ChatGPT or another MCP client through an MCP server you control.
Set up an MCP server

FAQ

Got questions?

If you can't find what you're looking for, talk to our team.

Yes. Konnectify connects to Outreach with 42 triggers and 125 actions, which you can use in workflows, AI workflows and AI agents.

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