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Create business workflows for Outseta without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular Outseta workflows

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Create contacts in CloudTalk for new people in Outseta


Your support team helps maintain and develop relationships with your existing clients. Automate the process of sharing the important details of a customer with your support team. This flow will create a new contact in CloudTalk when a new person is added in Outseta.

How it works
1) A new person is added in Outseta.
2) Zoho Flow creates a contact in CloudTalk.
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Create contacts in CloudTalk for new people in Outseta

Outseta + CloudTalk

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Add contacts in Expiration Reminder for new people in Outseta


Automating the process of informing your clients or customers about approaching service expirations will help them renew on time. This flow will create a new contact in Expiration Reminder when a new contact is added in Outseta.

How it works
1) A new person is created in Outseta.
2) Zoho Flow adds a new contact in Expiration Reminder.
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Add contacts in Expiration Reminder for new people in Outseta

Outseta + Expiration Reminder

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Create invoices in Razorpay for new deals in Outseta.


Creating a tax-complaint invoice based on the country when a deal is closed in requires a lot of time and knowledge. Simplify the process of generating these invoices by simply automating their generation! This flow will create an invoice in Razorpay when a new deal is closed in Outseta.

How it works
1) A new deal is closed in Outseta.
2) Zoho Flow creates a new invoice in Razorpay.
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Create invoices in Razorpay for new deals in Outseta.

Outseta + Razorpay

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Create subscriptions in Razorpay for new deals in Outseta


Closing a new deal is an excellent feeling, so don't let the work of manually creating a new subscription bring you down. This flow will create a subscription in Razorpay when a new deal is closed in Outseta.

How it works
1) A new deal is created in Outseta.
2) Zoho Flow creates a new subscription in Razorpay.
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Create subscriptions in Razorpay for new deals in Outseta

Outseta + Razorpay

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Supported triggers and actions

All Triggers - A trigger kickstarts the flow

Person created

Triggers when a new person is added

Case created

Triggers when a new case created

Account created

Triggers when a new account is added

Deal created

Triggers when a new deal is created

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Create account

Creates a new account with a new person

Create case

Creates a new case

Create person

Creates a new person

Update deal

Updates the details of an existing deal

Fetch people details

Fetches the details of the specified people

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What is Outseta?

Outseta is the only all-in-one platform integrating subscription billing, email marketing, support, CRM, and reporting tools that reduces costs, maintenance, and helps SaaS start-ups grow faster.

Subscription Management Customer Support CRM

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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.

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Network with us  

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Know more

Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Know more

Harnoor Abroll

Technical and Operations Head, TruAct

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. Know more

Toto

Technical Engineer, Master Liveaboards

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