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Customize your Outreach and Revel Systems 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
Revel Systems
- New customerNew customer in Revel Systems
- New purchase orderNew purchase order in Revel Systems
- New salesNew sales in Revel Systems
- New time sheet entryNew time sheet entry in Revel Systems
- New/updated customerNew/updated customer in Revel Systems
- New/updated salesNew/updated sales in Revel Systems
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
Revel Systems
- Custom actionCustom action in Revel Systems (Custom)
- Create customerCreate customer in Revel Systems
- Create employeeCreate employee in Revel Systems
- Get customer by IDGet customer by ID in Revel Systems
- Update customerUpdate customer in Revel Systems
- Update employeeUpdate employee in Revel Systems
- Update productUpdate product in Revel Systems
Any other action you can think up
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