Do everything in one place
Customize your Outreach and Rally 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
Rally
- Deleted recordDeleted record in Rally
- New/updated recordNew/updated record in Rally
- New/updated record Real-timeNew/updated record in Rally
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
Rally
- Create recordCreate record in Rally
- Custom actionCustom action in Rally
- Delete recordDelete record in Rally
- Download attachmentDownload attachment in Rally
- Get recordGet record in Rally
- Get relational recordsGet relational records in object in Rally
- Search recordsSearch records in Rally
- Update recordUpdate record in Rally
Any other action you can think up
The wonders of Workato
Easily set up as many intelligent automations you need.
- 1000s of ready-to-use templates
- Accelerate work with intelligent automation
- Do it yourself, faster
- Build bots. Put them to work