Outseta integration

Triggers and actions for Outseta CRM and Billing.

Sales and CRM6 triggers · 44 actions

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When “New Account Event” happens in Outseta, check the details with AI, then “Retrieve Account” and tell my team in Slack.

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Triggers

Start a workflow when this happens

WHEN
New Account Event
Triggers on account-scoped events (lifecycle, stage, billing, subscription, invoice).
WHEN
New Person Event
Triggers on person-scoped events (lifecycle, login, email engagement, list, segment, support ticket).
WHEN
New Deal Event
Triggers on deal-scoped events (lifecycle, contact/account association).
WHEN
New Task Event
Triggers on task lifecycle events (created, updated).
WHEN
New Plan Event
Triggers when a billing plan is created or updated in the Outseta catalog.
WHEN
New Add-On Event
Triggers when an add-on is created or updated in the Outseta catalog.

Actions

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DO
Retrieve Account
Retrieve an account by its UID, or by the email of its primary contact. Returns plan, subscription, billing address, primary contact and add-on details.
DO
Retrieve Person
Retrieve a person by email or by UID, including the linked account.
DO
Retrieve Deal
Retrieve a deal by its UID, or by the email of the contact associated with the deal plus the pipeline.
DO
Retrieve Subscription
Retrieve a subscription by its UID, or fetch the current subscription of an account by Account UID. Returns plan, billing terms, renewal dates, discount, and add-on details.
DO
Get Last Payment for Account
Retrieve the most recent payment transaction for an account. Returns found=false if no payment has ever been recorded.
DO
Create Account
Create a new account in Outseta CRM. Optionally start a subscription on a plan in the same call.
DO
Create Deal
Create a new deal in the CRM.
DO
Find or Add Person
Search for a person by email. If not found, create a new one.
DO
Find or Add Deal
Search for a deal by contact email and pipeline. If not found, create a new one.
DO
Update Account
Update an existing account in Outseta.
DO
Update Person
Update an existing person in Outseta.
DO
Update Deal
Update an existing deal.
DO
Delete Account
Delete an account from Outseta CRM.
DO
Delete Person
Delete a person from Outseta CRM.
DO
Delete Deal
Delete a deal from the CRM.
DO
List Accounts
Retrieve a paginated list of accounts from your Outseta CRM.
DO
List Persons
Retrieve a paginated list of persons from your Outseta CRM.
DO
List Deals
Retrieve a paginated list of deals from your Outseta CRM.
DO
List Plans
Retrieve a paginated list of subscription plans from your Outseta billing catalog.
DO
List Add-Ons
Retrieve a paginated list of add-ons from your Outseta billing catalog.
DO
List Discounts
Retrieve a paginated list of discount coupons from your Outseta billing catalog.
DO
List Cases
Retrieve a paginated list of support tickets (cases) from Outseta. Optionally filter by the person who submitted them.
DO
List Account Transactions
Retrieve all billing transactions (payments, refunds, invoices) for a given account.
DO
Change Account Plan
Change an account's current subscription plan (upgrade, downgrade, or switch to free).
DO
Cancel Subscription
Cancel the current subscription on an account. By default, the subscription expires at the end of the current term. You can also cancel immediately.
DO
Remove Cancellation
Remove a pending cancellation request from an account, keeping the subscription active.
DO
Apply Discount to Account
Apply a discount coupon to the current subscription of an account.
DO
Add Usage for Add-on
Track usage for a metered (usage-based) add-on on an account.
DO
Add Add-on to Subscription
Attach a recurring add-on to an account's current subscription. Different from Add Usage for Add-on, which only records consumption on a metered add-on already attached.
DO
Extend Trial Subscription
Extend the trial period of an account by setting a new trial end date.
DO
Update Payment Information
Update the credit card / payment method on an account. The payment processor tokens (CustomerToken, PaymentToken) must come from your payment processor (e.g. Stripe Elements) — not from Outseta.
DO
Create Discount
Create a new discount coupon in the Outseta billing catalog. Either AmountOff or PercentOff must be set, never both.
DO
Create Invoice
Create an ad-hoc invoice for an account. The invoice is linked to the account's current subscription.
DO
Add Invoice Payment
Record a payment against an invoice. The invoice is marked as paid if the total payments match the invoice amount.
DO
Send Invoice Email
Send (or resend) the invoice email to the customer associated with an invoice.
DO
Process Payment
Manually trigger the processing (retry) of a previously recorded payment. Typically used to retry a failed payment after a customer updates their card.
DO
Manage Account Membership
Add or remove a person from an account.
DO
Update Account Membership
Update a person's membership on an account — typically used to designate them as the primary contact.
DO
Add Custom Activity
Record a custom activity on an account, person, or deal. Activities show on the activity feed and can trigger drip campaigns.
DO
Manage Email List Subscription
Subscribe a person to an email list, or unsubscribe them from it.
DO
Send Confirmation Email
Send a confirmation email to the primary contact of an account, a specific person, or all members.
DO
Create Ticket
Create a new support ticket (case) in Outseta.
DO
Reply to Ticket
Add a reply to an existing support ticket (case) in Outseta.
DO
Custom API Call
Make a custom API call to a specific endpoint.

Questions

Is the Outseta integration free?

Yes. Outseta is available on every Calibra plan, including the free plan, which needs no card.

How is Outseta usage billed?

Calibra charges one credit per workflow run, however many steps it has. Steps that read from or write to this app do not cost extra.

Can I connect Outseta without writing code?

Yes. Describe the process in plain words and the AI copilot builds the workflow with Outseta for you. You can also use templates or the visual editor.

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