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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…). More only by using your login credentials or by following the instructions below . |
With Outseta modulesThe module is an application or tool within the Boost.space system. The entire system is built on this concept of modularity. (module - Contacts) More in Boost.spaceCentralization and synchronization platform, where you can organize and manage your data. More IntegratorPart of the Boost.space system, where you can create your connections and automate your processes. More, 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.
To establish the connection:
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Log in to your Outseta account.
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In the left sidebar, click Settings > Integrations.
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On the Integrations page, click on the API keys option.
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Click the Add API key button, enter a Name for the key, and click Add.
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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.
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Log in to your Boost.space Integrator account, add a Outseta moduleThe module is an application or tool within the Boost.space system. The entire system is built on this concept of modularity. (module - Contacts) More to your scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive. More, 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.
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Optional: In the Connection name field, enter a name for the connection.
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In the Domain Name field, enter the name of your Outseta sub domain. For example: If your domain is
https://mydomain.outseta.com
, entermydomain
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In the API Key field, enter the Key value copied in Step 5.
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In the Secret Key field, enter the Secret value copied in Step 5.
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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.
This app uses webhooks to triggerEvery scenario has a trigger, an event that starts your scenario. A scenario must have a trigger. There can only be one trigger for each scenario. When you create a new scenario, the first module you choose is your trigger for that scenario. Create a trigger by clicking on the empty module of a newly created scenario or moving the... 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:
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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.
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Select the corresponding connection for the webhook in the Connection field.
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Click Save > Copy address to clipboard.
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Log in to your Outseta account.
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In the left sidebar, click Settings > Notifications.
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Click the Add a Notification button.
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Select the Activity Type that corresponds to the webhook module you chose in Boost.space Integrator.
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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.
After connecting the app, you can perform the following actions:
Persons
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Watch Person Created
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Watch Person Updated
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Watch Person Deleted
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List People
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Get a Person
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Create a Person
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Update a Person
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Subscribe a Person to the List
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Delete a Person
Accounts
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Watch Account Created
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Watch Account Updated
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Watch Account Deleted
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List Accounts
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Get an Account
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Create an Account
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Update an Account
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Delete an Account
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Cancel an Account
Deals
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Watch Deal Created
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Watch Deal Updated
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List Deals
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Get a Deal
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Create a Deal
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Update a Deal
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Delete a Deal
Activities
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Search Activities
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Create a Custom Activity
Chats
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Watch New Chat
Other
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Make an API Call