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Customize your Outreach and PlanGrid 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
PlanGrid
- New object in PlanGridNew object in PlanGrid
- New or updated object in PlanGridNew or updated object in PlanGrid
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
PlanGrid
- Custom actionCustom action in PlanGrid (Custom)
- Create objectCreate object in PlanGrid
- Download objectDownload object in PlanGrid
- Get object by IDGet object in PlanGrid
- Search objects BatchSearch objects in PlanGrid
- Update objectUpdate object in PlanGrid
- Upload objectUpload object in PlanGrid
Any other action you can think up
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