ElectroNeek + Outseta

Actions · 44

• Retrieve Account

  Retrieve an account by its UID, or by the email of its primary contact. Returns plan, subscription, billing address, primary contact and add

• Retrieve Person

  Retrieve a person by email or by UID, including the linked account.

• Retrieve Deal

  Retrieve a deal by its UID, or by the email of the contact associated with the deal plus the pipeline.

• Retrieve Subscription

  Retrieve a subscription by its UID, or fetch the current subscription of an account by Account UID. Returns plan, billing terms, renewal dat

• Get Last Payment for Account

  Retrieve the most recent payment transaction for an account. Returns found=false if no payment has ever been recorded.

• Create Account

  Create a new account in Outseta CRM. Optionally start a subscription on a plan in the same call.

• Create Deal

  Create a new deal in the CRM.

• Find or Add Person

  Search for a person by email. If not found, create a new one.

• Find or Add Deal

  Search for a deal by contact email and pipeline. If not found, create a new one.

• Update Account

  Update an existing account in Outseta.

• Update Person

  Update an existing person in Outseta.

• Update Deal

  Update an existing deal.

• Delete Account

  Delete an account from Outseta CRM.

• Delete Person

  Delete a person from Outseta CRM.

• Delete Deal

  Delete a deal from the CRM.

• List Accounts

  Retrieve a paginated list of accounts from your Outseta CRM.

• List Persons

  Retrieve a paginated list of persons from your Outseta CRM.

• List Deals

  Retrieve a paginated list of deals from your Outseta CRM.

• List Plans

  Retrieve a paginated list of subscription plans from your Outseta billing catalog.

• List Add-Ons

  Retrieve a paginated list of add-ons from your Outseta billing catalog.

• List Discounts

  Retrieve a paginated list of discount coupons from your Outseta billing catalog.

• List Cases

  Retrieve a paginated list of support tickets (cases) from Outseta. Optionally filter by the person who submitted them.

• List Account Transactions

  Retrieve all billing transactions (payments, refunds, invoices) for a given account.

• Change Account Plan

  Change an account's current subscription plan (upgrade, downgrade, or switch to free).

• Cancel Subscription

  Cancel the current subscription on an account. By default, the subscription expires at the end of the current term. You can also cancel imme

• Remove Cancellation

  Remove a pending cancellation request from an account, keeping the subscription active.

• Apply Discount to Account

  Apply a discount coupon to the current subscription of an account.

• Add Usage for Add-on

  Track usage for a metered (usage-based) add-on on an account.

• Add Add-on to Subscription

  Attach a recurring add-on to an account's current subscription. Different from Add Usage for Add-on, which only records consumption on a met

• Extend Trial Subscription

  Extend the trial period of an account by setting a new trial end date.

• Update Payment Information

  Update the credit card / payment method on an account. The payment processor tokens (CustomerToken, PaymentToken) must come from your paymen

• Create Discount

  Create a new discount coupon in the Outseta billing catalog. Either AmountOff or PercentOff must be set, never both.

• Create Invoice

  Create an ad-hoc invoice for an account. The invoice is linked to the account's current subscription.

• Add Invoice Payment

  Record a payment against an invoice. The invoice is marked as paid if the total payments match the invoice amount.

• Send Invoice Email

  Send (or resend) the invoice email to the customer associated with an invoice.

• Process Payment

  Manually trigger the processing (retry) of a previously recorded payment. Typically used to retry a failed payment after a customer updates

• Manage Account Membership

  Add or remove a person from an account.

• Update Account Membership

  Update a person's membership on an account — typically used to designate them as the primary contact.

• Add Custom Activity

  Record a custom activity on an account, person, or deal. Activities show on the activity feed and can trigger drip campaigns.

• Manage Email List Subscription

  Subscribe a person to an email list, or unsubscribe them from it.

• Send Confirmation Email

  Send a confirmation email to the primary contact of an account, a specific person, or all members.

• Create Ticket

  Create a new support ticket (case) in Outseta.

• Reply to Ticket

  Add a reply to an existing support ticket (case) in Outseta.

• Custom API Call

  Make a custom API call to a specific endpoint

Triggers · 6

• New Account Event

  Triggers on account-scoped events (lifecycle, stage, billing, subscription, invoice).

• New Person Event

  Triggers on person-scoped events (lifecycle, login, email engagement, list, segment, support ticket).

• New Deal Event

  Triggers on deal-scoped events (lifecycle, contact/account association).

• New Task Event

  Triggers on task lifecycle events (created, updated).

• New Plan Event

  Triggers when a billing plan is created or updated in the Outseta catalog.

• New Add-On Event

  Triggers when an add-on is created or updated in the Outseta catalog.