[ Sales and CRM ]

Outseta integration for your workflows.

Connect Outseta to Collabase once and use 44 actions and 6 triggers in your workflows. No code needed, hosted in Switzerland.

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CategorySales and CRM

UpdatedOctober 2026

LicenceOpen source (MIT)

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Outseta in Collabase

Connect Outseta to Collabase once and use 44 actions and 6 triggers in your workflows. No code needed, hosted in Switzerland.

[ About the service ]

Triggers and actions for Outseta CRM and Billing

How to connect it

Open the integrations in the workspace settings.
Choose Outseta and connect your account.
Add a trigger or an action to the workflow.

Log in to your Outseta account
Go to Settings → Integrations → API
Copy your API Key and API Secret
Your domain is your Outseta subdomain, e.g. https://yourcompany.outseta.com

Outseta triggers

Name	Description	Fields
New Account EventInstant via webhook	Triggers on account-scoped events (lifecycle, stage, billing, subscription, invoice).	Markdown Events
New Person EventInstant via webhook	Triggers on person-scoped events (lifecycle, login, email engagement, list, segment, support ticket).	Markdown Events
New Deal EventInstant via webhook	Triggers on deal-scoped events (lifecycle, contact/account association).	Markdown Events
New Task EventInstant via webhook	Triggers on task lifecycle events (created, updated).	Markdown Events
New Plan EventInstant via webhook	Triggers when a billing plan is created or updated in the Outseta catalog.	Markdown Events
New Add-On EventInstant via webhook	Triggers when an add-on is created or updated in the Outseta catalog.	Markdown Events

Outseta actions

Name	Description	Fields
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-on details.	Lookup by Account UID Primary contact email
Retrieve Person	Retrieve a person by email or by UID, including the linked account.	Lookup by Email Person UID
Retrieve Deal	Retrieve a deal by its UID, or by the email of the contact associated with the deal plus the pipeline.	Lookup by Deal UID Contact Email 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 dates, discount, and add-on details.	Lookup by Subscription UID Account UID
Get Last Payment for Account	Retrieve the most recent payment transaction for an account. Returns found=false if no payment has ever been recorded.	Account UID
Create Account	Create a new account in Outseta CRM. Optionally start a subscription on a plan in the same call.	Name Account Stage Client Identifier Invoice Notes Address Line 1 Address Line 2 + 8 City State/Region Postal Code Country Primary Contact Person UID Starting Plan Billing Renewal Term Custom Properties
Create Deal	Create a new deal in the CRM.	Deal Name Pipeline Pipeline Stage Contact Email Amount Account UID + 1 Custom Properties
Find or Add Person	Search for a person by email. If not found, create a new one.	Email First Name Last Name Mobile # Work # Address Line 1 + 6 Address Line 2 City State/Region Postal Code Country Custom Properties
Find or Add Deal	Search for a deal by contact email and pipeline. If not found, create a new one.	Contact Email Pipeline Pipeline Stage Deal Name Amount Account UID + 2 Assigned To (Person Client Identifier) Custom Properties
Update Account	Update an existing account in Outseta.	Account UID Name Account Stage Client Identifier Invoice Notes Address Line 1 + 6 Address Line 2 City State/Region Postal Code Country Custom Properties
Update Person	Update an existing person in Outseta.	Person UID Email First Name Last Name Mobile # Work # + 8 Title Address Line 1 Address Line 2 City State/Region Postal Code Country Custom Properties
Update Deal	Update an existing deal.	Deal UID Name Pipeline Pipeline Stage Amount Assigned To (Client Identifier) + 4 Due Date Account UID Person UID Custom Properties
Delete Account	Delete an account from Outseta CRM.	Account UID
Delete Person	Delete a person from Outseta CRM.	Person UID
Delete Deal	Delete a deal from the CRM.	Deal UID
List Accounts	Retrieve a paginated list of accounts from your Outseta CRM.	Limit Page
List Persons	Retrieve a paginated list of persons from your Outseta CRM.	Limit Page
List Deals	Retrieve a paginated list of deals from your Outseta CRM.	Limit Page
List Plans	Retrieve a paginated list of subscription plans from your Outseta billing catalog.	Limit Page
List Add-Ons	Retrieve a paginated list of add-ons from your Outseta billing catalog.	Limit Page
List Discounts	Retrieve a paginated list of discount coupons from your Outseta billing catalog.	Limit Page
List Cases	Retrieve a paginated list of support tickets (cases) from Outseta. Optionally filter by the person who submitted them.	From Person UID From Person Email Limit Page
List Account Transactions	Retrieve all billing transactions (payments, refunds, invoices) for a given account.	Account UID Limit Page
Change Account Plan	Change an account's current subscription plan (upgrade, downgrade, or switch to free).	Account UID New Plan Billing Renewal Term
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 immediately.	Account UID Cancel Immediately Cancellation Reason Comment
Remove Cancellation	Remove a pending cancellation request from an account, keeping the subscription active.	Account UID
Apply Discount to Account	Apply a discount coupon to the current subscription of an account.	Account UID Discount
Add Usage for Add-on	Track usage for a metered (usage-based) add-on on an account.	Account UID Add-On Amount Usage Date
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 metered add-on already attached.	Account UID Add-On Quantity Billing Renewal Term
Extend Trial Subscription	Extend the trial period of an account by setting a new trial end date.	Account UID 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 payment processor (e.g. Stripe Elements) — not from Outseta.	Account UID Customer Token Payment Token Name on Card
Create Discount	Create a new discount coupon in the Outseta billing catalog. Either AmountOff or PercentOff must be set, never both.	Coupon Code Name Is Active Duration Duration in Months Amount Off + 3 Percent Off Max Redemptions Redeem By
Create Invoice	Create an ad-hoc invoice for an account. The invoice is linked to the account's current subscription.	Account UID Description Amount
Add Invoice Payment	Record a payment against an invoice. The invoice is marked as paid if the total payments match the invoice amount.	Account UID Invoice UID Amount
Send Invoice Email	Send (or resend) the invoice email to the customer associated with an invoice.	Invoice UID
Process Payment	Manually trigger the processing (retry) of a previously recorded payment. Typically used to retry a failed payment after a customer updates their card.	Payment UID
Manage Account Membership	Add or remove a person from an account.	Action Account UID Person UID Is Primary Contact
Update Account Membership	Update a person's membership on an account — typically used to designate them as the primary contact.	Account UID Person UID Is 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.	Title Entity Type Entity Description Data
Manage Email List Subscription	Subscribe a person to an email list, or unsubscribe them from it.	Action Email List Email First Name Last Name Send Welcome Email
Send Confirmation Email	Send a confirmation email to the primary contact of an account, a specific person, or all members.	Account UID Person UID
Create Ticket	Create a new support ticket (case) in Outseta.	Person UID Subject Body Source Send Auto Responder
Reply to Ticket	Add a reply to an existing support ticket (case) in Outseta.	Case UID Agent Name Comment
Custom API Call	Make a custom API call to a specific endpoint	Method Headers Query Parameters Body Type Body Response is Binary + 3 Return Error as Output Timeout Follow redirects

[ Sales and CRM ]

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Questions about Outseta

What can I automate with Outseta in Collabase?

Outseta brings 44 actions and 6 triggers, for example Retrieve Account, Retrieve Person, Retrieve Deal, Retrieve Subscription and 40 more. You combine them in a workflow without code and mix them with every other integration.

How do I connect Outseta to Collabase?

You open the integrations in the workspace settings, choose Outseta and connect your account once, using custom credentials. After that all triggers and actions are available in the workflow.

Can Outseta start a workflow?

Yes. Outseta provides 6 triggers, for example New Account Event, New Person Event, New Deal Event and 3 more. The workflow runs as soon as the event happens.

Does the Outseta integration cost extra?

No. All integrations are included in every licence, in the Isolated Cloud and in Self-Hosted operation. There is no module price.

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