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Outseta

With Outseta modules in Make, you can watch for, retrieve, list, create, update, and/or delete people, accounts, and deals, search for and create activities, and watch for new chats.

Refer to the Outseta API documentation for a list of available endpoints.

Connect Outseta to Make

To establish the connection:

  1. Log in to your Outseta account.

  2. In the left sidebar, click Settings > Integrations.

  3. On the Integrations page, click on the API keys option.

  4. Click the Add API key button, enter a Name for the key, and click Add.

  5. Copy the generated Key and Secret values and store them in a safe place, you will not be able to view them again. You will use these values to establish the connection in Make.

  6. Log in to your Make account, add a Outseta module to your scenario, and click Create a connection.

    Note: If you add a module with an instant tag, click Create a webhook, then Create a connection.

  7. Select Outseta in the Connection type dropdown.

  8. Optional: In the Connection name field, enter a name for the connection.

  9. In the Domain Name field, enter the name of your Outseta sub domain. For example: If your domain is https://mydomain.outseta.com, enter mydomain.

  10. In the API Key field, enter the Key value copied in Step 5.

  11. In the Secret Key field, enter the Secret value copied in Step 5.

  12. Click Save.

You have successfully established the connection. You can now edit your scenario and add more Outseta modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Set Up Outseta Webhooks

This app uses webhooks to trigger a scenario when an event occurs instantly. All webhook modules have an instant tag next to their name.

To set up a webhook, follow these steps:

  1. Add an Outseta instant module to your scenario and click Create a webhook.

  2. Optional: Enter a name for the webhook in the Webhook name field.

  3. Select the corresponding connection for the webhook in the Connection field.

  4. Click Save > Copy address to clipboard.

  5. Log in to your Outseta account.

  6. In the left sidebar, click Settings > Notifications.

  7. Click the Add a Notification button.

  8. Select the Activity Type that corresponds to the webhook module you chose in Make.

  9. Enter the address copied in Step 4 and click Add.

Outseta will now send data to Make through the webhook when the selected event occurs.

Build Outseta Scenarios

After connecting the app, you can perform the following actions:

Persons

  • Watch Person Created

  • Watch Person Updated

  • Watch Person Deleted

  • List People

  • Get a Person

  • Create a Person

  • Update a Person

  • Subscribe a Person to the List

  • Delete a Person

Accounts

  • Watch Account Created

  • Watch Account Updated

  • Watch Account Deleted

  • List Accounts

  • Get an Account

  • Create an Account

  • Update an Account

  • Delete an Account

  • Cancel an Account

Deals

  • Watch Deal Created

  • Watch Deal Updated

  • List Deals

  • Get a Deal

  • Create a Deal

  • Update a Deal

  • Delete a Deal

Activities

  • Search Activities

  • Create a Custom Activity

Chats

  • Watch New Chat

Other

  • Make an API Call

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