Integrate Easybill with Outreach

Send information between Easybill and Outreach automatically, without writing any code, using Zoho Flow.

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Add prospects in Outreach for new customers in easybill

Use this flow when you want to get in touch with customers who've transacted with you previously. Every time there’s a new customer in easybill, the customer is also added as a prospect in Outreach.

How it works
1. A customer is created in easybill.
2. Zoho Flow automatically adds the customer as a prospect in Outreach.
Use this flow
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Add prospects in Outreach for new customers in easybill

Easybill + Outreach

Build your own integrations between Easybill and Outreach

Connect Easybill and Outreach with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Easybill and Outreach using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New contact

Triggers when a new contact is created

Updated customer

Triggers when the details of an existing customer are updated

New document

Triggers when a new document is created

New customer

Triggers when a new customer is created

Updated contact

Triggers when the details of an existing contact are updated

Sequence state created or deleted

Triggers when a sequence state is created or deleted

Sequence state updated

Triggers when the state of an existing sequence is updated

Sequence updated

Triggers when any detail of an existing sequence is updated

Opportunity created or deleted

Triggers when an opportunity is created 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

Prospect created or deleted

Triggers when a prospect is created or deleted

Mail updated

Triggers when any detail of an existing mail is updated

Mailing event

Triggers when a mail is created, delivered, bounced, opened, replied, or deleted

Account updated

Triggers when any detail of an existing account is updated

Sequence created or deleted

Triggers when a sequence is created or deleted

Task updated

Triggers when any detail of an existing task is updated

Opportunity updated

Triggers when any detail of an existing opportunity is updated

Prospect updated

Triggers when any detail of an existing prospect 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

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create document

Creates a new document

Create customer

Creates a new customer

Update contact

Updates the details of an existing contact

Fetch customer

Fetches the details of an existing customer by email address, company name, or last name

Fetch contact

Fetches the details of an existing contact for a customer by first name, last name, or email address

Create account

Creates a new account

Log call

Logs a new call

Create opportunity

Creates a new opportunity

Create task

Creates a new task

Add prospect

Adds a new prospect

Add recipient

Adds a new recipient

Add prospect to sequence

Adds a prospect to the specified sequence

Update prospect

Updates an existing prospect

Update account

Updates the details of an existing account

Fetch prospect stage - By ID

Fetches the details of an existing prospect stage by its ID

Fetch sequence

Fetches the details of a sequence by its name

Fetch task priority - By ID

Fetches the details of an existing task priority by ID

Fetch account - By name

Fetches the details of an existing account by name

Fetch mailbox

Fetches an existing mailbox by its email address

Fetch prospect stage - By name

Fetches the details of an existing prospect stage by name

Fetch mailing

Fetches the details of an existing mailing by ID

Fetch prospect - By ID

Fetches the details of an existing prospect by ID

Fetch call purpose - By ID

Fetches the details of an existing call purpose by ID

Fetch persona - By ID

Fetches the details of an existing persona by ID

Fetch task priority - By name

Fetches the details of an existing task priority by name

Fetch opportunity - By ID

Fetches the details of an existing opportunity by ID

Fetch opportunity - By name

Fetches the details of an existing opportunity by name

Fetch opportunity stage - By ID

Fetches the details of an existing opportunity stage by its ID

Fetch call disposition - By ID

Fetches the details of an existing call disposition status by ID

Fetch user - By ID

Fetches the details of an existing user by ID

Fetch call disposition - By name

Fetches the details of an existing call disposition status by name

Fetch call purpose - By name

Fetches the details of an existing call purpose by name

Fetch persona - By name

Fetches the details of an existing persona by name

Fetch prospect - By name or email

Fetches the details of an existing prospect by first name, last name, or email

Fetch account - By ID

Fetches the details of an existing account by ID

Fetch opportunity stage - By name

Fetches the details of an existing opportunity stage by its name

Fetch user - By email address

Fetches the details of an existing user by email address

What is Easybill?

EasyBill is cloud-based invoicing software that allows you to set up recurring invoices, manage customers, and track time.

Accounting

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.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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Sales Director, Artico

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

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Director, Perth Security Services

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Toto

Technical Engineer, Master Liveaboards

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