Outreach and Redoak integrations and automations

Seamlessly connect Outreach and Redoak. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

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Build Powerful Workflows, fast

Triggers

When this happens…

Outreach
  • Completed sequence task
    Completed sequence task in Outreach
  • New or updated record Real-time
    New/Updated record in Outreach
  • New record Real-time
    New record in Outreach

    • Any other trigger you can think up

Redoak
  • New Document Uploaded
    Triggers when a new document is uploaded to Red Oak
  • Submission Updated
    Triggers when a submission is updated in Red Oak

    • Any other trigger you can think up

Actions

Do this…

Outreach
  • Custom action
    Custom action in Outreach (Custom)
  • Add a prospect to sequence
    Add a prospect to a sequence in Outreach
  • Add a template to sequence step
    Add a template to a sequence step in Outreach
  • Create record
    Create record in Outreach
  • Get record by ID
    Get record details in Outreach
  • Get steps in a sequence Batch
    Get steps in a sequence in Outreach
  • Search records Batch
    Search records in Outreach
  • Update record
    Update record in Outreach

    • Any other action you can think up

Redoak
  • Download Document
    Download a document file from Red Oak
  • Get Submission by ID
    Get a submission with full details from Red Oak
  • List Documents
    List documents for a submission in Red Oak

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation