Do everything in one place
Customize your Outreach and Workbot for Microsoft Teams 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
Workbot for Microsoft Teams
- New command Real-timeNew command to Workbot for Teams
- New help message trigger Real-timeNew help message to Workbot
- New real-time event Real-timeReal-time event in Microsoft Teams
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
Workbot for Microsoft Teams
- Custom actionCustom action in Workbot for Microsoft Teams (Custom)
- Delete messageDelete message in Microsoft Teams
- Get user info by principal name or user IDGet user info by principal name or user ID
- Response to real-time eventResponse to real-time event in Microsoft Teams
- Post messagePost message to user as Workbot
- Post replyPost reply to user as Workbot
- Post message (old version)Post message as Teams Workbot
- Post reply (old version)Post reply as Teams Workbot
- Post simple messagePost simple message as Teams Workbot
- Post simple replyPost simple reply as Teams Workbot
Any other action you can think up
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