Outreach

Connect AI agents to Outreach for sales engagement. Agents manage prospects, accounts, and opportunities, enroll prospects in sequences, queue tasks, log calls, and react to real-time events.

9 triggers 47 actions available

On Prospect Created fires for a newly captured lead

Agent reads the prospect and its account context

Agent finds or creates the account before linking the prospect

Agent enrolls the prospect in the right sequence and assigns an owner

Rep is notified their new prospect is in sequence

A prospect at a named target account routes to a rep before enrollment

What This Integration Enables

An agent can add captured leads as prospects, enroll them in a sequence, and keep accounts and prospects in step with the CRM or other data sources. It tags and segments prospects as they move through the funnel, queues follow-up tasks for reps and marks them complete, logs calls from an external dialer into a prospect's timeline, and creates and updates opportunities to keep the pipeline current. Reusable templates and snippets keep messaging consistent. Nine real-time webhook triggers make Outreach a system that starts flows: On Prospect Created and Updated, On Account Created, On Task Created and Completed, On Opportunity Created and Updated, On Call Logged, and On Mailing Created. Each event lets an agent react the moment sales activity happens, which is what turns a sequence tool into a coordinated part of the revenue stack.

Without FlowRunner

Leads enrolled by hand A rep adds each captured lead to a sequence one at a time

Accounts and prospects unlinked Prospects get created without their account, breaking reporting

Pipeline drifts Opportunities and tasks fall out of date between manual updates

With FlowRunner

Leads enrolled on arrival The agent adds a prospect to a sequence the moment it is created

Accounts linked first Find-or-create runs so every prospect ties to the right account

Pipeline reacts in real time Webhook triggers keep tasks, opportunities, and calls current

Use Case Scenarios

Enrich, Then Enroll

On a new prospect, the agent enriches it from another source, finds or creates its account so the link is clean, then enrolls the prospect in the right sequence and assigns an owner. The rep starts with a prospect that is already in motion, not a raw lead to process.

React to a Stage Change

When the On Opportunity Updated trigger reports a stage change, the agent notifies sales leadership and updates a pipeline dashboard. Leadership sees pipeline movement as it happens, and the forecast reflects reality without a manual refresh.

Nightly Engagement Report

A scheduled flow lists prospects filtered by email or tag with List Prospects, then generates an engagement report from their mailings and calls. On prospects that belong to a named target account, the agent holds enrollment and asks the assigned rep to confirm the sequence before outreach begins.

Human-in-Loop Highlight

Sequence enrollment is automated outbound: once a prospect is enrolled, emails and tasks go out on a schedule. On named target accounts, the accounts where a mistimed or generic touch does real damage, that enrollment deserves a rep's eye first. When the agent is about to enroll a prospect at a flagged account, it treats the enrollment as a [human-in-the-loop](/concepts/human-in-the-loop/) step: it pauses, shows the prospect, the account, and the sequence it would use, and routes the decision to the assigned rep through Slack or email. The rep approves or picks a different sequence. Prospects at ordinary accounts flow through automatically; the strategic ones get a human before the first send.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via Slack

Human decides

Agent resumes with decision

Agent Capabilities

47 actions

Prospects

Create Prospect Creates a new prospect (a person you sell to) in Outreach with their name, email, job title, and optional Account, owner, and tags. Use this to add a lead captured elsewhere into Outreach before enrolling them in a sequence.
Get Prospect Retrieves a single prospect by ID, returning their full profile - name, emails, title, tags, and relationships. Use this to inspect a prospect before updating or enrolling them.
List Prospects Returns a page of prospects, optionally filtered by an exact email match. Use this to browse prospects or to find one to feed into a later action; pass the returned cursor to page through results.
Update Prospect Updates a prospect's name, title, or owner. Leave a field blank to keep its current value. Use this to enrich or correct a prospect's details.
Delete Prospect Permanently deletes a prospect from Outreach. This cannot be undone. Use with care - it removes the person and their activity from your Outreach data.
Add Prospect Tags Adds one or more tags to a prospect, merging them with the prospect's existing tags. Use this to label prospects (for example "vip" or "webinar-2026") for segmentation.
Remove Prospect Tags Removes one or more tags from a prospect, keeping the rest. Use this to clean up labels - for example to take a prospect out of a tagged segment.

Accounts

Create Account Creates a new account (a company you sell to) in Outreach with its name, domain, industry, and owner. Use this to add a target company so prospects and opportunities can be linked to it.
Get Account Retrieves a single account by ID, returning its company details. Use this to inspect an account before updating it or linking records to it.
List Accounts Returns a page of accounts, optionally filtered by name. Use this to browse target companies or to find an account ID for a later action; pass the cursor to page through results.
Update Account Updates an account's name, domain, or industry. Leave a field blank to keep its current value. Use this to correct or enrich company details.
Delete Account Permanently deletes an account from Outreach. This cannot be undone. Prospects and opportunities linked to it are unlinked, not deleted.

Sequences

List Sequences Returns a page of sequences (the multi-step email/call cadences set up in Outreach), optionally filtered by name. Use this to find the sequence you want to enroll a prospect into.
Get Sequence Retrieves a single sequence by ID, returning its name, status, and prospect count. Use this to inspect a sequence before enrolling prospects.
List Sequence Steps Lists the steps that make up a sequence - their order, type (automatic email, call, task, etc.), and interval. Use this to inspect a cadence's structure.
Add Prospect to Sequence Enrolls a prospect into a sequence so Outreach starts sending them the cadence's steps from the chosen mailbox. This is the core "start outreach to this person" action. Outreach requires a sending mailbox to enroll.
Remove Prospect from Sequence Removes a prospect's enrollment from a sequence by deleting its sequence state, stopping further steps. Use this to unenroll someone who replied or opted out.
List Sequence Enrollments Lists sequence states (prospect enrollments), optionally filtered by prospect or sequence. Use this to see which sequences a prospect is in, or who is enrolled in a sequence, and to get an enrollment ID to remove.

Templates

Create Template Creates a reusable email template in Outreach with a name, subject, and HTML body. Use this to standardize messaging that reps and sequences can drop into emails.
Get Template Retrieves a single email template by ID, returning its name, subject, and body. Use this to inspect a template before editing or reusing it.
List Templates Returns a page of email templates. Use this to browse available templates or to find a template ID for a later action; pass the cursor to page through results.
Update Template Updates an email template's name, subject, or HTML body. Leave a field blank to keep its current value. Use this to revise standardized messaging.
Delete Template Permanently deletes an email template from Outreach. This cannot be undone. Sequences that referenced it will lose that template.

Snippets

Create Snippet Creates a reusable snippet (a saved block of content) in Outreach with a name and HTML body. Use this for boilerplate like a pricing blurb or legal footer that reps insert into emails.
Get Snippet Retrieves a single snippet by ID, returning its name and body. Use this to inspect a snippet before editing or reusing it.
List Snippets Returns a page of snippets. Use this to browse available snippets or to find a snippet ID for a later action; pass the cursor to page through results.
Update Snippet Updates a snippet's name or HTML body. Leave a field blank to keep its current value. Use this to revise saved boilerplate content.
Delete Snippet Permanently deletes a snippet from Outreach. This cannot be undone.

Tasks

Create Task Creates a task in Outreach about a prospect - a to-do/action item, call, email, or in-person meeting, with an optional due date and owner. Use this to queue a rep's follow-up work.
Get Task Retrieves a single task by ID, returning its type, state, due date, and note. Use this to inspect a task before updating or completing it.
List Tasks Returns a page of tasks, optionally filtered by completion status and owner. Use this to find outstanding work for a rep or to locate a task ID for a later action.
Update Task Updates a task's note, due date, or owner. Leave a field blank to keep its current value. To mark a task done, use Complete Task instead.
Complete Task Marks a task complete by setting its state to "completed". Use this when the rep finishes the call, email, or to-do the task represents.
Delete Task Permanently deletes a task from Outreach. This cannot be undone. Use this to remove a task that is no longer needed.

Calls

Log Call Logs a call with a prospect in Outreach - its direction, outcome, note, and when it happened. Use this to record dial activity from an external dialer or after a manual call.
Get Call Retrieves a single logged call by ID, returning its direction, outcome, and note. Use this to inspect a recorded call.
List Calls Returns a page of logged calls, optionally filtered by prospect. Use this to review call history for a prospect or across the org; pass the cursor to page through results.

Opportunities

Create Opportunity Creates an opportunity (a deal) in Outreach with a name, amount, account, stage, and owner. Use this to track a revenue opportunity tied to an account.
Get Opportunity Retrieves a single opportunity by ID, returning its name, amount, and stage. Use this to inspect a deal before updating it.
List Opportunities Returns a page of opportunities, optionally filtered by stage. Use this to review a pipeline or to find an opportunity ID for a later action; pass the cursor to page through results.
Update Opportunity Updates an opportunity's name, stage, or amount. Leave a field blank to keep its current value. Use this to advance a deal through the pipeline or revise its value.
Delete Opportunity Permanently deletes an opportunity from Outreach. This cannot be undone. Use this to remove a deal that was created in error.

Reference

List Mailboxes Returns the mailboxes (sending email accounts) connected to Outreach. Use this to find the mailbox ID needed to enroll a prospect in a sequence.
List Mailings Returns a page of mailings (outbound emails Outreach sent), optionally filtered by prospect, with open/click/reply counts. Use this to review email engagement for a prospect.
List Users Returns the Outreach users (reps) in the org. Use this to find the user ID for an owner or assignee on a prospect, account, task, or opportunity.
List Stages Returns the opportunity stages configured in Outreach (the pipeline steps). Use this to find the stage ID to set on an opportunity.
List Tags Returns the distinct tags used across your Outreach data. Use this to discover existing labels before tagging prospects or accounts.

Triggers

9 triggers

Event Triggers

On Prospect Created Fires in real time when a prospect is created in Outreach. Starts a flow to enrich, sequence, or notify on the new prospect.
On Prospect Updated Fires in real time when a prospect is updated in Outreach. Starts a flow to sync the change to connected systems.
On Account Created Fires in real time when an account is created in Outreach. Starts a flow to enrich or mirror the account.
On Task Created Fires in real time when a task is created in Outreach. Starts a flow to route or log the task.
On Task Completed Fires in real time when a task is completed in Outreach. Starts a flow to log the outcome and queue the next step.
On Opportunity Created Fires in real time when an opportunity is created in Outreach. Starts a flow to update the pipeline or notify sales.
On Opportunity Updated Fires in real time when an opportunity is updated in Outreach, such as a stage change. Starts a flow to notify leadership or refresh a dashboard.
On Call Logged Fires in real time when a call is logged in Outreach. Starts a flow to record the call outcome elsewhere.
On Mailing Created Fires in real time when a mailing is created in Outreach. Starts a flow to track outreach activity.

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