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Customize your Outreach and Percolate 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
Percolate
- Deleted object Real-timeDeleted object in Percolate
- New object Real-timeNew object in Percolate
- New or Updated object Real-timeNew or updated object in Percolate
Any other trigger you can think up
Actions
Do this…
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
Percolate
- Custom actionCustom action in Percolate (Custom)
- Check content workflow stepCheck content workflow step in Percolate
- Copy assetCopy an asset in Percolate
- Create objectCreate a object in Percolate
- Custom actionCustom action in Percolate
- Download assetDownload an asset in Percolate
- Get object details by IDGet object details by ID in Percolate
- Search objects BatchSearch for objects in Percolate
- Update objectUpdate a object in Percolate
- Update object's production workflow stepUpdate object's production workflow step in Percolate
- Upload assetUpload an asset in Percolate
Any other action you can think up
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