Do everything in one place
Customize your Bill.com and Outreach integration with the following
triggers and actions.
Triggers
When this happens…
Bill.com
- New recordNew object in Bill.com
- New/updated recordNew/updated object in Bill.com
Any other trigger you can think up
Outreach
- Completed sequence taskCompleted sequence task in Outreach
- New or updated record Real-timeNew/Updated record in Outreach
- New record Real-timeNew record in Outreach
Any other trigger you can think up
Actions
Do this…
Bill.com
- Custom actionCustom action in Bill.com (Custom)
- Add line to invoiceAdd line item to invoice in Bill.com
- Create recordCreate object in Bill.com
- Delete recordDelete object in Bill.com
- Get disbursement dataGet disbursement data in Bill.com
- Get record details by IDGet object by ID in Bill.com
- Search record BatchSearch object in Bill.com
- Update recordUpdate object in Bill.com
Any other action you can think up
Outreach
- Custom actionCustom action in Outreach (Custom)
- Add a prospect to sequenceAdd a prospect to a sequence in Outreach
- Add a template to sequence stepAdd a template to a sequence step in Outreach
- Create recordCreate record in Outreach
- Get record by IDGet record details in Outreach
- Get steps in a sequence BatchGet steps in a sequence in Outreach
- Search records BatchSearch records in Outreach
- Update recordUpdate record in Outreach
Any other action you can think up
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