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Outseta integration

Triggers and actions for Outseta CRM and Billing. Use Outseta from Zoft voice agents, chat agents, workflows and AI employees.

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  1. Starts withDeal Created
  2. ZoftAgent or workflow decides what happens next
  3. Then in OutsetaAdd Deal
  4. AndAdd Custom Activity
Illustrative flow built from Outseta’s real triggers and actions.

Zoft + Outseta

What Zoft can do with Outseta.

  • 01Voice agentsA phone agent can use Outseta actions such as Add Deal and Add Custom Activity during the call, then hand off to a person when it should.
  • 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Outseta while it talks to the customer.
  • 03WorkflowsStart a workflow when “Deal Created” happens in Outseta, or use Outseta as any step on the canvas.
  • 04AI employeesAn AI employee can find and use Outseta actions on its own, and ask for your approval before it sends or changes anything important.

Actions 18

Things Zoft can do in Outseta.

  • Add DealCreate a deal and optionally associate it with an account or a person.
  • Get DealRetrieve a deal by selecting it from the dropdown.
  • Get PersonRetrieve an Outseta person by selecting them from the dropdown.
  • Delete DealDelete a deal from the CRM.
  • Get AccountRetrieve an Outseta account by selecting it from the dropdown.
  • Update DealUpdate an existing deal.
  • Update PersonUpdate an existing person in Outseta.
  • Update AccountUpdate an existing account in Outseta.
  • Track Add-on UsageTrack usage for a metered (usage-based) add-on on an account.
  • Custom API CallMake a custom API call to a specific endpoint
Show all 18
  • Get Account PlanRetrieve the current plan and subscription details for an account.
  • Find or Add PersonSearch for a person by email. If not found, create a new one.
  • Add Custom ActivityRecord a custom activity on an account, person, or deal. Activities show on the activity feed and can trigger drip campaigns.
  • Cancel SubscriptionCancel the current subscription on an account. By default, the subscription expires at the end of the current term. You can also cancel immediately.
  • Change Account PlanChange an account's current subscription plan (upgrade, downgrade, or switch to free).
  • Find or Add AccountSearch for an account by name. If not found, create a new one.
  • Add Person to AccountAdd an existing person to an existing account.
  • Subscribe to Email ListAdd a person's email address to a mailing list.

Triggers 19

Events in Outseta that can start a workflow.

  • Deal CreatedTriggers when a new deal is created in Outseta.
  • Deal UpdatedTriggers when a deal is updated in Outseta.
  • Person AddedTriggers when a new person is added in Outseta.
  • Account AddedTriggers when a new account is added in Outseta.
  • Person DeletedTriggers when a person is deleted in Outseta.
  • Person UpdatedTriggers when an existing person is updated in Outseta.
  • Account DeletedTriggers when an account is deleted in Outseta.
  • Account UpdatedTriggers when an existing account is updated in Outseta.
  • Account Stage UpdatedTriggers when an account's stage changes in Outseta (e.g. Trialing → Subscribing).
  • Account Subscription StartedTriggers when a subscription starts for an account in Outseta.
Show all 19
  • Account Billing Invoice CreatedTriggers when a new billing invoice is created for an account in Outseta.
  • Account Billing Invoice DeletedTriggers when a billing invoice is deleted for an account in Outseta.
  • Account Paid Subscription CreatedTriggers when a paid subscription is created for an account in Outseta.
  • Account Subscription Plan UpdatedTriggers when an account's subscription plan is changed in Outseta.
  • Account Subscription Add Ons ChangedTriggers when add-ons are changed on an account's subscription in Outseta.
  • Account Subscription Payment DeclinedTriggers when a subscription payment is declined for an account in Outseta.
  • Account Subscription Renewal ExtendedTriggers when a subscription renewal is extended for an account in Outseta.
  • Account Subscription Payment CollectedTriggers when a subscription payment is successfully collected for an account in Outseta.
  • Account Subscription Cancellation RequestedTriggers when a subscription cancellation is requested for an account in Outseta.

Setup

Connect Outseta in three steps.

  1. 01ConnectChoose Outseta in Connections and enter the account details Outseta asks for, such as a store name or token.
  2. 02Put it to workAdd Outseta as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
  3. 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.

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FAQ

Outseta on Zoft, answered.

What can Zoft do with Outseta?

Zoft supports 18 actions and 19 triggers for Outseta. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect Outseta to Zoft?

Choose Outseta in Connections and enter the account details Outseta asks for, such as a store name or token.

Can a voice agent or chat agent use Outseta?

Yes. Once Outseta is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in Outseta without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put Outseta to work in your operation.

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