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Customize your Outreach and Workforce 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
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
Workforce
- Approves the time-off requestApproves the time-off request in Workforce
- Changes a time-off request statusChanges a time-off request status in Workforce
- Get leave balance by employeeGet leave balance by employee in Workforce
- Get periods by employeeGet periods by employee in Workforce
- Gets details for a time off requestGets details for a time off request in Workforce
- Get versionGet version in Workforce
- Rejects the time-off requestRejects the time-off request in Workforce
- Submits a time off requestSubmits a time off request in Workforce
- Validate tokenValidate token in Workforce
Any other action you can think up
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