CRM and Sales tools
Outseta
6min
with outseta modules in make, you can watch for, retrieve, list, create, update, and/or delete people, accounts, and deals, search for and create activities, and watch for new chats refer to the outseta api documentation https //documenter getpostman com/view/3613332/outseta rest api v1/7tnfr6k#intro for a list of available endpoints connect outseta to make to establish the connection log in to your outseta account https //www outseta com/ in the left sidebar, click settings > integrations on the integrations page, click on the api keys option click the add api key button, enter a name for the key, and click add copy the generated key and secret values and store them in a safe place, you will not be able to view them again you will use these values to establish the connection in make log in to your make account, add a outseta module to your {{scenario singular lowercase}} , and click create a connection note if you add a module with an instant tag, click create a webhook , then create a connection select outseta in the connection type dropdown optional in the connection name field, enter a name for the connection in the domain name field, enter the name of your outseta sub domain for example if your domain is https //mydomain outseta com , enter mydomain in the api key field, enter the key value copied in step 5 in the secret key field, enter the secret value copied in step 5 click save you have successfully established the connection you can now edit your {{scenario singular lowercase}} and add more outseta modules if your connection requires reauthorization at any point, follow the connection renewal steps here docid\ so88fm6pkt0g adkddfzz set up outseta webhooks this app uses webhooks docid 1yhunj8jvzyxip9cf3ps1 to trigger a {{scenario singular lowercase}} when an event occurs instantly all webhook modules have an instant tag next to their name to set up a webhook, follow these steps add an outseta instant module to your make and click create a webhook optional enter a name for the webhook in the webhook name field select the corresponding connection for the webhook in the connection field click save > copy address to clipboard log in to your outseta account https //www outseta com/ in the left sidebar, click settings > notifications click the add a notification button select the activity type that corresponds to the webhook module you chose in make enter the address copied in step 4 and click add outseta will now send data to make through the webhook when the selected event occurs build outseta {{scenario plural}} after connecting the app, you can perform the following actions persons watch person created watch person updated watch person deleted list people get a person create a person update a person subscribe a person to the list delete a person accounts watch account created watch account updated watch account deleted list accounts get an account create an account update an account delete an account cancel an account deals watch deal created watch deal updated list deals get a deal create a deal update a deal delete a deal activities search activities create a custom activity chats watch new chat other make an api call