Integrate Docupilot with Outseta
Send information between Docupilot and Outseta automatically, without writing any code, using Zoho Flow.
Build your own integrations between Docupilot and Outseta
Connect Docupilot and Outseta with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Docupilot and Outseta using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Account created
Triggers when a new account is added
Person created
Triggers when a new person is added
Deal created
Triggers when a new deal is created
Case created
Triggers when a new case created
All Actions - Actions are the automated tasks
Create folder
Creates a new folder
Create document
Creates a new document from a specified template
Create person
Creates a new person
Create case
Creates a new case
Create deal
Creates a new deal
Create account
Creates a new account with a new person
Update deal
Updates the details of an existing deal
Fetch people details
Fetches the details of the specified people
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.
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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
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. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
