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Celonis Product Documentation

Outreach (Action Flow)

With Outreach modules in Celonis platform, you can create and manage all your accounts, prospects, and sequences in your Outreach account.

To get started with Outreach, create an account at outreach.io.

For the list of available endpoints, refer to the Outreach API documentation.

Connecting Outreach to Celonis platform
  1. Log in to your Celonis platform account, add an Outreach module to your Action Flow, and click Create a connection.

    Note: If you add a module with an instant tag, click Create a webhook, then Create a connection.

  2. Optional: In the Connection name field, enter a name for the connection.

  3. Optional: Switch on the Show advanced settings toggle and enter your custom app client credentials. For more information, refer to Outreach custom apps documentation.

    If requested, use the following Redirect URI when creating your custom app:

    https://auth.redirect.celonis.cloud/oauth/cb/outreach.

  4. Click Save.

  5. If prompted, authenticate your account and confirm access.

You have successfully established the connection. You can now edit your Action Flow and add more Outreach modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Build Outreach Action Flows

After connecting the app, you can perform the following actions:

Triggers

Note

This app uses webhooks to trigger a Action Flow when an event occurs instantly. All webhook modules have an instant tag next to their name.

When you create an Outreach webhook in Celonis platform, it is attached automatically and requires no additional set up.

Triggers if any resource is created, updated, or deleted.

Connection

Establish a connection to your Outreach account.

Webhook name

Insert the name of a webhook.

Resource

Select the resource you want to watch.

Event

Select the action for resources you want to watch.

Triggers when a new call is created, updated, or deleted.

Connection

Establish a connection to your Outreach account.

Webhook name

Insert the name of a webhook.

Event

Select the action for resources you want to watch.

Triggers when an email is created, updated, deleted, bounced, delivered, opened, or replied to.

Connection

Establish a connection to your Outreach account.

Webhook name

Insert the name of a webhook.

Event

Select the action for resources you want to watch.

Triggers when a task is created, updated, destroyed, or completed.

Connection

Establish a connection to your Outreach account.

Webhook name

Insert the name of a webhook.

Event

Select the action for resources you want to watch.

Accounts

You can create, update, list, and get accounts with the following modules.

Lists accounts with filters.

Connection

Establish a connection to your Outreach account.

Filter by field

Set a condition for a filter that you can use to get only needed accounts.

Sort by field

Define the field and the order in which the module will sort data.

Limit

Set the maximum number of accounts Celonis platform will return during one execution cycle.

Retrieves a specific account by its ID.

Connection

Establish a connection to your Outreach account.

Account ID

Specify the ID of the account that you want to retrieve. Click Search to filter accounts.

Creates a new account.

Connection

Establish a connection to your Outreach account.

Name

Enter the name for the account.

Buyer Intent Score

Enter a custom score given to measure the quality of the account.

Company Type

Enter a description of the company’s type. For example, Public Company.

Custom Fields

Add any custom fields.

Custom ID

Enter a custom ID for the account, often referencing an ID in an external system.

Description

Enter a description of the account.

Domain

Enter the company’s website domain. For example,www.acme.com.

Followers

Enter the number of followers the company has listed on social media.

Founded at

Industry

Enter a description of the company’s industry. For example, Manufacturing.

LinkedIn Employees

Enter the number of employees listed on the company’s LinkedIn URL.

LinkedIn URL

Enter the LinkedIn URL.

Locality

Enter the company’s primary geographic region. For example, Eastern USA.

Named

Select whether this is a 'named' account or not. Only named accounts will show up on the collection index.

Natural Name

Enter the natural name of the company. For example, Acme.

Number of Employees

Enter the number of employees.

Tags

Add any tags.

Website URL

Enter the company’s website URL. For example, https://www.acme.com/contact.

Owner

Enter or select the owner of the account.

Updates an account specified by ID.

Connection

Establish a connection to your Outreach account.

Account ID

Enter or select the ID of the account you want to update.

Name

Enter a name for the account.

Buyer Intent Score

Enter a custom score given to measure the quality of the account.

Company Type

Enter a description of the company’s type. For example, Public Company.

Custom Fields

Add any custom fields.

Custom ID

Enter a custom ID for the account, often referencing an ID in an external system.

Description

Enter a description of the account.

Domain

Enter the company’s website domain. For example,www.acme.com.

Followers

Enter the number of followers the company has listed on social media.

Founded at

Enter the founding date of the company.

Industry

Enter a description of the company’s industry. For example, Manufacturing.

LinkedIn Employees

Enter the number of employees listed on the company’s LinkedIn URL.

LinkedIn URL

Enter the LinkedIn URL.

Locality

Enter the company’s primary geographic region. For example, Eastern USA.

Named

Select whether this is a 'named' account or not. Only named accounts will show up on the collection index.

Natural Name

Enter the natural name of the company. For example, Acme.

Number of Employees

Enter the number of employees.

Tags

Add any tags.

Website URL

Enter the company’s website URL. For example, https://www.acme.com/contact.

Owner

Enter or select the owner of the account.

Opportunities

You can create, update, list, and get opportunities with the following modules.

List opportunities with filters.

Connection

Establish a connection to your Outreach account.

Filter by field

Set a condition for a filter that you can use to get only needed opportunities.

Sort by field

Define the field and the order in which the module will sort data.

Limit

Set the maximum number of opportunities will return during one execution cycle.

Retrieves a specific opportunity by its ID.

Connection

Establish a connection to your Outreach account.

Opportunity ID

Specify the ID of the opportunity that you want to retrieve. Click Search to filter opportunities.

Creates a new opportunity.

Connection

Establish a connection to your Outreach account.

Name

Enter a name for the opportunity.

Close Date

The projected close date for the opportunity.

Amount

The estimated value of the opportunity.

Currency Type

Specify the currency type.

Description

Enter a description of the opportunity.

External Created At

Enter the date the opportunity was created.

Map Link

Enter the link to the MAP (Mutual Action Plan) for this opportunity.

Map Next Steps

Map the next steps for the opportunity.

Map Status

Map the status of the opportunity. Status shows associations with meetings, tasks, sequences, CRM sync.

Next Step

Add any next step.

Opportunity Type

Specify the type of the opportunity.

Probability

Specify the probability percent.

Prospecting Rep ID

Enter the ID of the sales rep that prospects the opportunity.

Sharing Team ID

Enter the ID of the sharing team associated with the opportunity.

Tags

Add any tags.

Custom Fields

Add any custom fields.

Updates the selected opportunity.

Connection

Establish a connection to your Outreach account.

Opportunity ID

Specify the ID of the opportunity that you want to update.

Name

Enter a name for the opportunity.

Close Date

The projected close date for the opportunity

Amount

The estimated value of the opportunity.

Currency Type

Specify the currency type.

Description

Enter a description of the opportunity.

External Created At

Enter the date the opportunity was created.

Map Link

Enter the link to the MAP (Mutual Action Plan) for this opportunity.

Map Next Steps

Map the next steps for the opportunity.

Map Status

Map the status of the opportunity. Status shows associations with meetings, tasks, sequences, CRM sync.

Next Step

Add any next step.

Opportunity Type

Specify the type of the opportunity.

Probability

Specify the probability percent.

Prospecting Rep ID

Enter the ID of the sales rep that prospects the opportunity.

Sharing Team ID

Enter the ID of the sharing team associated with the opportunity.

Tags

Add any tags.

Custom Fields

Add any custom fields.

Prospects

You can create, update, and list prospects with the following modules.

Lists prospects with filters.

Connection

Establish a connection to your Outreach account.

Filter by field

Set a condition for a filter that you can use to get only needed prospects.

Sort by field

Define the field and the order in which the module will sort data.

Limit

Set the maximum number of prospects Celonis platform will return during one execution cycle.

Retrieves a specific prospect by its ID.

Connection

Establish a connection to your Outreach account.

Prospect ID

Specify the ID of the prospect that you want to retrieve. Click Search to filter prospects.

Creates a new prospect.

Connection

Establish a connection to your Outreach account.

First Name

The first name of the prospect.

Last Name

The last name of the prospect.

Emails

A list of email addresses associated with the prospect.

Company

The name of the company the prospect works at. If associated with an account, this is the name of the account. (e.g. Acme International).

Title

The title of the prospect.

Timezone

The prospect’s current timezone.

Tags

A list of tag values associated with the account (e.g. ["Interested", "2017 Expo"]).

Account

The prospect's associated account.

Owner

The owner of the prospect.

Added at

City

The prospect’s city (e.g. "Seattle").

Country

The prospect’s country (e.g. "USA").

State

The prospect’s state (e.g. "Washington").

Street

The prospect’s street address (e.g. "1441 N 34th St").

Street 2

The prospect’s second street address, if applicable.

ZIP

The prospect’s postal code (e.g. "98103").

AngelList URL

The prospect’s AngelList URL.

Available at

Calls Opt Status

Whether the prospect is opted out of calling or general if granular opt-out is not enabled.

Campaign Name

The name of the campaign the prospect is associated with.

Company Followers

The prospect’s company Followers.

Company Founded at

Year in which was the prospect’s company founded.

Company Industry

Industry in which the prospect’s company operates.

Company LinkedIn

The company LinkedIn.

Company LinkedIn Employees

The prospect’s company LinkedIn Employees.

Company Locality

The company's locality.

Company Size

The size of the prospect’s company.

Company Type

A description of the company’s type (e.g. 'Public Company').

Custom Fields

A list of custom fields.

Date of Birth

Degree

The degree(s) the prospect has received.

Emails Opt Status

Represents whether a prospect has opted into or out of emails.

Event Name

The name of the event the prospect was met at.

External ID

A custom ID for the prospect, often referencing an ID in an external system.

External Owner

A custom owner for the prospect, often referencing an owner in an external system.

Facebook URL

The prospect’s Facebook URL.

Gender

The gender of the prospect.

GitHub URL

The prospect’s GitHub URL.

GitHub Username

The prospect’s GitHub username.

Google Plus URL

The prospect’s Google+ URL.

Graduation Date

Home Phones

A list of home phone numbers associated with the prospect.

Job Start Date

LinkedIn Connections

The number of connections on the prospect’s LinkedIn profile.

LinkedIn ID

The prospect’s LinkedIn ID.

LinkedIn URL

The prospect’s LinkedIn URL.

Middle Name

The middle name of the prospect.

Mobile Phones

A list of mobile phone numbers associated with the prospect.

Nickname

The nickname of the prospect.

Occupation

The occupation of the prospect (e.g. 'Purchasing Manager').

Opted out

Represents whether this prospect is currently opted out of all mailings. Set this value to true to opt out the prospect; the opted_out timestamp will be updated to the time of the request. Set this value to false to revert the opt at and clear the opted-out timestamp.

Other Phones

A list of other phone numbers associated with the prospect.

Personal Note 1

A custom note field related to the prospect.

Personal Note 2

A second note field related to the prospect.

Preferred Contact

The preferred contact method for the prospect.

Quora URL

The prospect’s Quora URL.

Region

The primary geographic region of the prospect.

School

The school(s) the prospect has attended.

Score

A custom score is given to measure the quality of the lead.

SMS Opt Status

Select the prospect's SMS to opt status.

Source

A custom source representing where the lead was first acquired.

Specialties

A description of the prospect’s specialties.

StackOverflow ID

The prospect’s StackOverflow ID.

StackOverflow URL

The prospect’s StackOverflow URL.

Trashed at

Twitter URL

The prospect’s Twitter URL.

Twitter Username

The prospect’s Twitter username.

VoIP Phones

A list of VoIP phone numbers associated with the prospect.

Work Phones

A list of work phone numbers associated with the prospect.

Website URL 1

The URL of the prospect’s website.

Website URL 2

The value of the prospect’s second website URL field.

Website URL 3

The value of the prospect’s third website URL field.

Updates a prospect specified by ID.

Connection

Establish a connection to your Outreach account.

Prospect ID

ID of the prospect you want to update.

First Name

The first name of the prospect.

Last Name

The last name of the prospect.

Emails

A list of email addresses associated with the prospect.

Company

The name of the company the prospect works at. If associated with an account, this is the name of the account. (e.g. Acme International).

Title

The title of the prospect.

Timezone

The prospect’s current timezone.

Tags

A list of tag values associated with the account (e.g. ["Interested", "2017 Expo"]).

Account

The prospect's associated account.

Owner

The owner of the prospect.

Added at

City

The prospect’s city (e.g. "Seattle").

Country

The prospect’s country (e.g. "USA").

State

The prospect’s state (e.g. "Washington").

Street

The prospect’s street address (e.g. "1441 N 34th St").

Street 2

The prospect’s second street address, if applicable.

ZIP

The prospect’s postal code (e.g. "98103").

AngelList URL

The prospect’s AngelList URL.

Available at

Calls Opt Status

Select whether the prospect is opted out of calling, or opted out in general if granular opt-out is not enabled.

Campaign Name

The name of the campaign the prospect is associated with.

Company Followers

The prospect’s company Followers.

Company Founded at

Year in which was the prospect’s company founded.

Company Industry

Industry in which the prospect’s company operates.

Company LinkedIn

The company LinkedIn.

Company LinkedIn Employees

The prospect’s company LinkedIn Employees.

Company Locality

The company's locality.

Company Size

The size of the prospect’s company.

Company Type

A description of the company’s type (e.g. 'Public Company').

Custom Fields

A list of custom fields.

Date of Birth

Degree

The degree(s) the prospect has received.

Emails Opt Status

Represents whether a prospect has opted into or out of emails.

Event Name

The name of the event the prospect was met at.

External ID

A custom ID for the prospect, often referencing an ID in an external system.

External Owner

A custom owner for the prospect, often referencing an ownering in an external system.

Facebook URL

The prospect’s Facebook URL.

Gender

The gender of the prospect.

Github URL

The prospect’s GitHub URL.

Github Username

The prospect’s GitHub username.

Google Plus URL

The prospect’s Google+ URL.

Graduation Date

Home Phones

A list of home phone numbers associated with the prospect.

Job Start Date

LinkedIn Connections

The number of connections on the prospect’s LinkedIn profile.

LinkedIn ID

The prospect’s LinkedIn ID.

LinkedIn URL

The prospect’s LinkedIn URL.

Middle Name

The middle name of the prospect.

Mobile Phones

A list of mobile phone numbers associated with the prospect.

Nickname

The nickname of the prospect.

Occupation

The occupation of the prospect (e.g. 'Purchasing Manager').

Opted out

Represents whether this prospect is currently opted out of all mailings. Set this value to true to opt out the prospect; the opted_out timestamp will be updated to the time of the request. Set this value to false to revert the opt at and clear the opted-out timestamp.

Other Phones

A list of other phone numbers associated with the prospect.

Personal Note 1

A custom note field related to the prospect.

Personal Note 2

A second note field related to the prospect.

Preferred Contact

The preferred contact method for the prospect.

Quora URL

The prospect’s Quora URL.

Region

The primary geographic region of the prospect.

School

The school(s) the prospect has attended.

Score

A custom score given to measure the quality of the lead.

SMS Opt Status

Select the prospect's SMS opt status.

Source

A custom source representing where the lead was first acquired.

Specialties

A description of the prospect’s specialties.

StackOverflow ID

The prospect’s StackOverflow ID.

StackOverflow URL

The prospect’s StackOverflow URL.

Trashed at

Twitter URL

The prospect’s Twitter URL.

Twitter Username

The prospect’s Twitter username.

VoIP Phones

A list of VoIP phone numbers associated with the prospect.

Work Phones

A list of work phone numbers associated with the prospect.

Website URL 1

The URL of the prospect’s website.

Website URL 2

The value of the prospect’s second website URL field.

Website URL 3

The value of the prospect’s third website URL field.

Sequences

You can list sequences, and steps of sequences, and add prospects to sequences with the following modules.

Lists sequences with filters.

Connection

Establish a connection to your Outreach account.

Filter by field

Set a condition for a filter that you can use to get only needed sequences.

Sort by field

Define the field and the order in which the module will sort data.

Limit

Enter the maximum number of sequences Celonis platform returns during one Action Flow execution cycle.

Gets all steps of a sequence specified by ID.

Connection

Establish a connection to your Outreach account.

Sequence ID

The ID of the sequence you want to list steps for.

Filter by field

Set a condition for a filter that you can use to get only needed sequences.

Sort by field

Define the field and the order in which the module will sort data.

Limit

Enter the maximum number of steps Celonis platform returns during one Action Flow execution cycle.

Adds a prospect to a sequence.

Connection

Establish a connection to your Outreach account.

Prospect ID

The ID of the prospect you want to add.

Sequence ID

The ID of the sequence you want to add a prospect.

Mailbox ID

The ID of the user's mailbox.

Templates

You can create, update, and destroy templates with the following modules.

Creates a new template.

Connection

Establish a connection to your Outreach account.

Name

The name of the template.

Subject

The subject line for the email to be sent.

Body HTML

The body HTML of the template.

CC Recipients

A list of default person and email address pairs to receive this template in the CC field.

BCC Recipients

A list of default person and email address pairs to receive this template in the BCC field.

To Recipients

A list of default person and email address pairs to receive this template in the To field.

Tags

Enter the tags applicable for the template separated by a comma.

Share Type

Select or map the sharing type for the template. For example, private.

Track Links

Select whether link tracking is on for the template.

Track Opens

Select whether open tracking is on for the template.

Archived

Select whether the template is archived.

Updates the selected template.

Connection

Establish a connection to your Outreach account.

Template ID

Select or map the Template ID whose details you want to update.

Name

Enter a new name for the template.

Subject

Enter the subject line for the email to be sent.

Body HTML

Enter the body HTML of the template.

CC Recipients

A list of default person and email address pairs to receive this template in the CC field.

BCC Recipients

A list of default person and email address pairs to receive this template in the BCC field.

To Recipients

A list of default person and email address pairs to receive this template in the To field.

Tags

Enter the tags applicable for the template separated by a comma.

Share Type

Select or map the sharing type for the template. For example, private.

Track Links

Select whether link tracking is on for the template.

Track Opens

Select whether open tracking is on for the template.

Archived

Select whether the template is archived.

Destroys the selected template.

Connection

Establish a connection to your Outreach account.

Template ID

Select or map the Template ID you want to destroy.

Users

You can list users with the following module.

LIsts users with filters

Connection

Establish a connection to your Outreach account.

Filter by field

Set a condition for a filter that you can use to get only needed users.

Sort by field

Define the field and the order in which the module will sort data.

Limit

Enter the maximum number of users Celonis platform returns during one Action Flow execution cycle.

Other

You call APIs with the following module.

Performs an arbitrary authorized API call.

Connection

Establish a connection to your Outreach account.

URL

Enter a path relative to https://api.outreach.io/api. For example, /v2/sequences.

Method

Select the HTTP method you want to use:

GET

to retrieve information for an entry.

POST

to create a new entry.

PUT

to update/replace an existing entry.

PATCH

to make a partial entry update.

DELETE

to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.