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Customize your Outreach and Sage Live integration with the following triggers and actions.

Triggers

When this happens…

Outreach
  • Completed sequence task
    Completed sequence task in Outreach
  • New or updated record Real-time
    New/Updated record in Outreach
  • New record Real-time
    New record in Outreach
  • Any other trigger you can think up

Sage Live
  • Object created
    Object created in Sage Live
  • Daily object review
    Daily Object review in Sage Live
  • Object created/updated
    Object created/updated in Sage Live
  • Any other trigger you can think up

Actions

Do this…

Outreach
  • Custom action
    Custom action in Outreach (Custom)
  • Add a prospect to sequence
    Add a prospect to a sequence in Outreach
  • Add a template to sequence step
    Add a template to a sequence step in Outreach
  • Create record
    Create record in Outreach
  • Get record by ID
    Get record details in Outreach
  • Get steps in a sequence Batch
    Get steps in a sequence in Outreach
  • Search records Batch
    Search records in Outreach
  • Update record
    Update record in Outreach
  • Any other action you can think up

Sage Live
  • Custom action
    Custom action in Sage Live (Custom)
  • Create object
    Create object in Sage Live
  • Get related objects Batch
    Get related object list in Sage Live
  • Search objects Batch
    Search for objects in Sage Live
  • Update object
    Update object in Sage Live
  • Any other action you can think up

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