CRM and Sales tools
Outseta
22 min
outseta is an all in one platform for saas businesses, offering user authentication, billing, crm, and email tools integrating outseta with make com allows users to automate membership management, billing workflows, and customer communication across their saas operations this is ai generated content based on official outseta documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www outseta com/help desk directly requirements to use the outseta app in make, you must have an active outseta account and an api key, https //www outseta com?utm source=make com\&utm medium=integrations for subscription, refer to the https //www outseta com?utm source=make com\&utm medium=integrations connect outseta and {{product name}} to get started, you must first create a connection between outseta and {{product name}} , allowing the two services to communicate obtain your api key in your outseta account create the connection in make obtain your api key in your outseta account before you create the connection in {{product name}} , you should first obtain your api key in your outseta account to obtain your api key navigate to settings click integrations click api keys click the button to create a new api key enter a name for the api key click to generate the api key and client secret copy the api key displayed on screen copy the client secret displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //go outseta com/support/kb/articles/d1qpxqe7/outsetas rest api create the connection in {{product name}} https //www make com/en/register , add the outseta module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your outseta account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page outseta modules after connecting to the outseta app, you can choose from a list of available modules to build your {{scenario plural lowercase}} cancel an account cancels and deactivates a specified user account create a custom activity creates a new activity with user defined details create a deal creates a new sales deal record in your crm system create a person creates a new person record in your database or application create an account creates a new user account within the specified application or service delete a deal permanently removes a selected deal from your account delete a person removes a specified person record from the system delete an account permanently removes a specified user account from the system get a deal retrieves detailed information about a specific deal get a person retrieves detailed information about a specific person from your database or application get an account retrieves detailed information about a specific account list accounts fetches and displays a list of all user accounts from your connected service list deals fetches a list of all available deals from your account list people fetches a list of individuals from your account or database make an api call executes a custom api request to the connected service using your authorized credentials search activities searches for specific activities or retrieves a complete list of all activities subscribe a person to the list adds a person to an existing mailing list as a subscriber update a deal updates the details of an existing deal update a person updates the details of an existing person in your database update an account updates the details of an existing account watch account created triggers when a new user account is created in your system watch account deleted triggers when a user account is permanently removed from the system watch account updated triggers when any changes are made to an existing account watch deal created triggers when a new deal is added to your account watch deal updated triggers when any changes are made to an existing deal watch new chat triggers when a new chat message is received in your account watch person created triggers when a new person record is added to your system watch person deleted triggers when a person record is permanently removed from your system watch person updated triggers when the details of an existing person are modified or updated templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} outseta resources you can have access to more resources related to this app on the following links https //community make com/search?q=outseta https //www outseta com?utm source=make com\&utm medium=integrations https //documenter getpostman com/view/3613332/outseta rest api v1/7tnfr6k?version=latest https //www make com/en/integrations/outseta