Outreach

Setup Guide
Note: You'll need to create a new Outreach app if you don't already have one.
You can find your Outreach app credentials by visiting your Outreach developer portal.
You'll need the following information to set up your Outreach App with Paragon Connect:
Client ID
Client Secret
Scopes Requested
Prerequisites
An Outreach Developer account.
An Outreach app.
Add the Redirect URL to your Outreach app
Paragon provides a redirect URL to send information to your app. To add the redirect URL to your Outreach app:
1. Copy the link under "Redirect URL" in your integration settings in Paragon. The Redirect URL is:
https://passport.useparagon.com/oauth
2. Reach out to your Outreach API Integrations Specialist and ask to change the default redirect URL for your application to the one Paragon provides.
Add your Outreach app to Paragon
1. Select Outreach from the Integrations Catalog.
2. Under Integrations > Connected Integrations > {YOUR_APP} > Settings, fill out your credentials in their respective sections:
Client ID: Provided by Outreach's team. 
Client Secret: Provided by Outreach's team. 
Permissions: Select the scopes you've requested for your application.
Press the blue "Connect" button to save your credentials.
Connecting to Outreach
Once your users have connected their Outreach account, you can use the Paragon SDK to access the Outreach API on behalf of connected users.
See the Outreach REST API documentation for their full API reference.
Any Outreach API endpoints can be accessed with the Paragon SDK as shown in this example.
JavaScript
// You can find your project ID in the Overview tab of any Integration
​
// Authenticate the user
paragon.authenticate(<ProjectId>, <UserToken>);
​
// Get accounts
await paragon.request("outreach", "/accounts", { 
    method: "GET"
  });
​
// Create a project
await paragon.request("outreach", "/prospect", { 
    method: "POST",
      body: {  
       "type": "prospect",
        "attributes": {
           "emails": ["[email protected]"],
            "firstName": "Sally",
            "title": "CEO"
          }
        } 
      });
Building Outreach workflows
Once your Outreach account is connected, you can add steps to perform the following actions:
Create Account
Update Account
Get Accounts
Get Account by ID
Create Opportunity
Update Opportunity
Get Opportunities
Get Opportunity by ID
Create Prospects
Update Prospect
Get Prospects
Get Prospect by ID
Add Prospect to Sequence
When creating or updating events in Outreach, you can reference data from previous steps by typing {{ to invoke the variable menu.
Using Webhook Triggers
Webhook triggers can be used to run workflows based on events in your users' Outreach account. For example, you might want to trigger a workflow whenever new opportunities are created Outreach to sync your users' Outreach contacts to your application in real-time.
You can find the full list of Webhook Triggers for Outreach below:
New Account
Account Updated
New Opportunity
Opportunity Updated
New Prospect
Prospect Updated

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Last modified 9mo ago

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On this page

Setup Guide

Prerequisites

Add the Redirect URL to your Outreach app

Add your Outreach app to Paragon

Connecting to Outreach

Building Outreach workflows

Using Webhook Triggers