Integrate Outreach with Easybill

Send information between Outreach and Easybill 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 Outreach and Easybill

Connect Outreach and Easybill 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 Outreach and Easybill using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

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

All Actions - Actions are the automated tasks

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

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

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.

What is Easybill?

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

Accounting

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.

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Logic

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

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Custom functions

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

Learn more >

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We chose Zoho Flow for its ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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