Triggers and actions for Outseta CRM and Billing
Outseta currently provides 19 triggers that can start a workflow and 18 actions a workflow can run. Use those building blocks to keep account, contact, and deal context attached to the work around it.
Account Added
Triggers when a new account is added in Outseta.
Account Updated
Triggers when an existing account is updated in Outseta.
Account Deleted
Triggers when an account is deleted in Outseta.
Account Stage Updated
Triggers when an account's stage changes in Outseta (e.g. Trialing → Subscribing).
Account Billing Invoice Created
Triggers when a new billing invoice is created for an account in Outseta.
Account Billing Invoice Deleted
Triggers when a billing invoice is deleted for an account in Outseta.
Account Paid Subscription Created
Triggers when a paid subscription is created for an account in Outseta.
Account Subscription Started
Triggers when a subscription starts for an account in Outseta.
Account Subscription Add Ons Changed
Triggers when add-ons are changed on an account's subscription in Outseta.
Account Subscription Cancellation Requested
Triggers when a subscription cancellation is requested for an account in Outseta.
Account Subscription Plan Updated
Triggers when an account's subscription plan is changed in Outseta.
Account Subscription Payment Collected
Triggers when a subscription payment is successfully collected for an account in Outseta.
Account Subscription Payment Declined
Triggers when a subscription payment is declined for an account in Outseta.
Account Subscription Renewal Extended
Triggers when a subscription renewal is extended for an account in Outseta.
Person Added
Triggers when a new person is added in Outseta.
Person Updated
Triggers when an existing person is updated in Outseta.
Person Deleted
Triggers when a person is deleted in Outseta.
Deal Created
Triggers when a new deal is created in Outseta.
Deal Updated
Triggers when a deal is updated in Outseta.
Find or Add Account
Search for an account by name. If not found, create a new one.
Find or Add Person
Search for a person by email. If not found, create a new one.
Get Account
Retrieve an Outseta account by selecting it from the dropdown.
Get Person
Retrieve an Outseta person by selecting them from the dropdown.
Get Deal
Retrieve a deal by selecting it from the dropdown.
Get Account Plan
Retrieve the current plan and subscription details for an account.
Update Account
Update an existing account in Outseta.
Update Person
Update an existing person in Outseta.
Update Deal
Update an existing deal.
Add Deal
Create a deal and optionally associate it with an account or a person.
Add Person to Account
Add an existing person to an existing account.
Add Custom Activity
Record a custom activity on an account, person, or deal. Activities show on the activity feed and can trigger drip campaigns.
Change Account Plan
Change an account's current subscription plan (upgrade, downgrade, or switch to free).
Cancel Subscription
Cancel the current subscription on an account. By default, the subscription expires at the end of the current term. You can also cancel immediately.
Track Add-on Usage
Track usage for a metered (usage-based) add-on on an account.
Subscribe to Email List
Add a person's email address to a mailing list.
Delete Deal
Delete a deal from the CRM.
Custom API Call
Make a custom API call to a specific endpoint
These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.
Start from a supported Outseta event, then create or update the appropriate CRM, project, or custom record with the source context preserved.
Starts with
Account Added
Finishes with
Create or update a Coherence record
Use a change in Coherence to run a supported Outseta action, so the next step follows the record instead of relying on someone to copy it.
Starts with
A Coherence record or workflow changes
Finishes with
Find or Add Account
Combine Outseta with another integration and Coherence records to keep account, contact, and deal context attached to the work around it.
Starts with
Account Added
Finishes with
Find or Add Account, then preserve the outcome in Coherence
The exact authentication fields depend on Outseta. The workflow structure stays straightforward:
Authorize the Outseta account and permissions the workflow needs.
Select one of the current triggers or actions listed above and map its fields.
Run a small test, inspect the result in both systems, and only then enable the workflow.
Explore apps that share a category with Outseta or provide a complementary trigger or action.
Outseta currently provides 19 triggers that can start a workflow and 18 actions a workflow can run. Use those building blocks to keep account, contact, and deal context attached to the work around it.
Outseta currently lists 19 triggers and 18 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.
Yes. A workflow can combine supported Outseta triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.
The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.
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