Integrate Outreach with Zoho Projects
Send information between Outreach and Zoho Projects automatically, without writing any code, using Zoho Flow.
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Set up tasks in Zoho Projects when new tasks are initiated in Outreach
Free up time for critical tasks by automating redundant administrative tasks. This flow will create a new task in Zoho Projects when a new task is created in Outreach.
How it works
- The flow triggers when a task is created or deleted in Outreach.
- Zoho Flow creates a new task in Zoho Projects.
Set up tasks in Zoho Projects when new tasks are initiated in Outreach
Outreach + Zoho Projects
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Supported triggers and actions
Integrate Outreach and Zoho Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Account created or deleted
Triggers when an account is created or deleted
Mail updated
Triggers when any detail of an existing mail is updated
Sequence state updated
Triggers when the state of an existing sequence is updated
Sequence state created or deleted
Triggers when a sequence state is created or deleted
Sequence updated
Triggers when any detail of an existing sequence is updated
Call updated
Triggers when any detail of an existing call is updated
Task created or deleted
Triggers when a task is created or deleted
Opportunity updated
Triggers when any detail of an existing opportunity is updated
Account updated
Triggers when any detail of an existing account is updated
Task updated
Triggers when any detail of an existing task is updated
Opportunity created or deleted
Triggers when an opportunity is created or deleted
Prospect created or deleted
Triggers when a prospect is created or deleted
Prospect updated
Triggers when any detail of an existing prospect is updated
Mailing event
Triggers when a mail is created, delivered, bounced, opened, replied, or deleted
Sequence created or deleted
Triggers when a sequence is created or deleted
Call created or deleted
Triggers when a call is created or deleted
Task list completed
Triggers when a task list is completed
Milestone created
Triggers when a new milestone is created in the portal
Issue submitted in project
Triggers when a new issue is submitted in a specific project
Issue updated in project
Triggers when the details of an issue are updated in a specific project
Project created
Triggers when a new project is created in the portal
Updated task in project
Triggers when a task is updated in a specific project
Task completed in project
Triggers when a task is marked as completed in a specific project
Issue updated
Triggers when the details of an issue are updated in the portal
Issue submitted
Triggers when a new issue is submitted in the portal
Task created
Triggers when a new task is created in the portal
Task completed
Triggers when a task is marked as completed in the portal
Milestone updated
Triggers when a milestone is updated in the portal
Event updated
Triggers when an existing event is updated
Updated task in layout
Triggers when a task is updated in a specific layout
Milestone updated in project
Triggers when a milestone is updated in a specific project
Event created
Triggers when a new event is created in the portal
Project updated
Triggers when a project's details are updated
Issue comment added
Triggers when a new comment is added to an issue
Project comment added
Triggers when a new comment is added to a project
Task list created in project
Triggers when new task list is created
Milestone completed in project
Triggers when a milestone is marked as completed in a specific project
Milestone created in project
Triggers when a new milestone is created in a specific project
Task comment added
Triggers when a new comment is added to a task
Task created in project
Triggers when a new task is created in a specific project
Updated task
Triggers when a task is updated in the portal
Task created in layout
Triggers when a new task is created in a specific layout
Milestone completed
Triggers when a milestone is marked as completed in the portal
All Actions - Actions are the automated tasks
Add recipient
Adds a new recipient
Create task
Creates a new task
Log call
Logs a new call
Create opportunity
Creates a new opportunity
Create account
Creates a new account
Add prospect
Adds a new prospect
Add prospect to sequence
Adds a prospect to the specified sequence
Update account
Updates the details of an existing account
Update prospect
Updates an existing prospect
Fetch user - By email address
Fetches the details of an existing user by email address
Fetch prospect - By ID
Fetches the details of an existing prospect by ID
Fetch prospect - By name or email
Fetches the details of an existing prospect by first name, last name, or email
Fetch sequence - By ID
Fetches the details of an existing sequence by ID
Fetch account - By name
Fetches the details of an existing account by name
Fetch persona - By ID
Fetches the details of an existing persona by ID
Fetch call disposition - By name
Fetches the details of an existing call disposition status by name
Fetch persona - By name
Fetches the details of an existing persona by name
Fetch call purpose - By ID
Fetches the details of an existing call purpose by ID
Fetch mailing
Fetches the details of an existing mailing by ID
Fetch user - By ID
Fetches the details of an existing user by ID
Fetch prospect stage - By ID
Fetches the details of an existing prospect stage by its ID
Fetch account - By ID
Fetches the details of an existing account by ID
Fetch call disposition - By ID
Fetches the details of an existing call disposition status by ID
Fetch mailbox
Fetches an existing mailbox by its email address
Fetch call - By ID
Fetches the details of an existing call by ID
Fetch opportunity stage - By name
Fetches the details of an existing opportunity stage by its name
Fetch opportunity - By name
Fetches the details of an existing opportunity by name
Fetch call purpose - By name
Fetches the details of an existing call purpose by name
Fetch task priority - By ID
Fetches the details of an existing task priority by ID
Fetch opportunity - By ID
Fetches the details of an existing opportunity by ID
Fetch sequence
Fetches the details of a sequence by its name
Fetch prospect stage - By name
Fetches the details of an existing prospect stage by name
Fetch task priority - By name
Fetches the details of an existing task priority by name
Fetch opportunity stage - By ID
Fetches the details of an existing opportunity stage by its ID
Create customer
Creates a new customer in the portal
Add comment in issue
Adds a new comment to an existing issue
Add user to project
Adds a new user to a specific project
Create event
Creates a new event in the portal
Associate team to a project
Adds a team to an existing project
Create general time log
Creates a general time log entry for the portal
Create task in layout
Creates a new task in a project under a specific layout
Create milestone
Creates a new milestone in a project
Create task list
Creates a new task list in a project
Associate client company to a project
Associates an existing client company with a specific project
Create project in layout
Creates a new project in under a specific layout
Create issue in layout
Creates a new issue in a project under a specific layout
Add user to portal
Adds a new user to the portal
Create project
Creates a new project in the portal
Add comment in project
Adds a new comment to an existing project
Create issue
Creates a new issue in a project
Add comment in task
Adds a new comment to an existing task
Add followers to task
Adds the specified users as followers to a task
Create issue time log
Creates a time log entry for an existing issue
Add client user to company
Adds a new client user to the company
Add client user to project
Adds a new client user to a specific project
Create tag
Creates a new tag in the portal
Create task
Creates a new task in a project
Create time log for task
Records hours worked on a specific task
Approve task timelog
Approves a time log entry for a task
Update issue in layout
Updates the details of an existing issue by ID under a specific layout
Update time log
Updates the details of an existing general time log
Update task
Updates the details of an existing task by ID
Update issue
Updates the details of an existing issue by ID
Update task in layout
Updates the details of an existing task by ID under a specific layout
Update milestone
Updates the details of an existing milestone by ID
Update project
Updates the details of an existing project by ID
Update task list
Updates the details of an existing task list by ID
Approve time log
Approves a general time log entry
Update issue timelog
Updates the details of an existing issue time log entry
Update customer
Updates the details of an existing customer
Update project in layout
Updates the details of an existing project by ID under a specific layout
Approve issue timelog
Approves a time log entry for an issue
Update task time log
Updates the details of an existing task time log
Fetch project by ID
Fetches the details of an existing project by its ID
Fetch task by search term
Fetches the details of an existing task matching a search term like key or name
Fetch customer in a project
Fetches the details of all customer associated with a specific project
Fetch time log
Fetches the details of an existing time log entry by the start end date time, project, owner and billing type
Fetch issue in project
Fetches the details of an existing issue in a project
Fetch team
Fetches the details of an existing team in the portal
Fetch tag
Fetches the details of an existing tag
Fetch task list
Fetches the details of an existing task list
Fetch task in project
Fetches the details of an existing task by ID in a specific project
Fetch option
Fetches the available options for a specific field
Fetch milestone by ID
Fetches the details of an existing milestone by its ID
Fetch CRM deals
Fetches the CRM deals associated with a project
Fetch project by search term
Fetches the details of an existing project matching a search term like name or key
Fetch user in portal
Fetches the details of a user by ID or email in portal
Fetch customer
Fetches the details of an existing customer
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 Zoho Projects?
Zoho Projects is online project management software that helps you efficiently collaborate with your teams. You can create projects and tasks, set milestones, file issues, and keep track of everything from one place.
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