Table of Contents

Outseta

Active
This application does not need additional settings. So you can make connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…). only by using your login credentials or by following the instructions below .

Outseta

With Outseta modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. in Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! IntegratorPart of the Boost.space system, where you can create your connections and automate your processes., 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 for a list of available endpoints.

Connect Outseta to Boost.space Integrator

To establish the connection:

Log in to your Outseta account.
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 Boost.space Integrator.
Log in to your Boost.space Integrator account, add a Outseta modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. to your scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive., and click Create a connection.

Note: If you add a module with an instant tag, click Create a webhookA webhook is a way for an app to send real-time information to a specific URL in response to certain events or triggers., 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 and add more Outseta modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Set Up Outseta Webhooks

This app uses webhooks to triggerThe initial event that starts a scenario. It can be an action, a scheduled time, or a custom event, and is essential to define at the beginning of each scenario. a scenario 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 scenario 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.
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 Boost.space Integrator.
Enter the address copied in Step 4 and click Add.

Outseta will now send data to Boost.space Integrator through the webhook when the selected event occurs.

Build Outseta ScenariosA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive.

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