Do everything in one place
Customize your Complete EDI Solutions and Outreach integration with the following
triggers and actions.
Triggers
When this happens…
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…
Complete EDI Solutions
- Parse EDI DocumentParse EDI Document into container for EDI Data in Complete EDI
- Create EDI Document from JSONCreate EDI document from JSON in Complete EDI
- Create EDI Document From XMLCreate EDI Document From XML in Complete EDI
- Create JSON Document From EDICreate JSON formatted EDI Document from raw EDI data in Complete EDI
- Process EDI FileSend Raw EDI File to Complete EDI for processing into JSON
- Download Processed EDI FileDownload JSON formatted EDI Document from Complete EDI server
- Create EDI AcknowledgementCreate an EDI acknowledgment from EDI input in Complete EDI
- Split Raw EDI DocumentSplit Raw EDI Document into individual EDI transactions in Complete EDI
- Send JSON File Via SFTPTranslate a JSON File to Raw EDI and send via SFTP in Complete EDI
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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