Capabilities
The Outreach connector supports automatic account provisioning and deprovisioning.
Connector actions
Connector actions are custom capabilities that extend C1 automations with app-specific operations. You can use connector actions in the Perform connector action automation step.Gather Outreach credentials
Configuring the connector requires you to pass in credentials generated in Outreach. Gather these credentials before you move on.Create an OAuth application
1
In Outreach, navigate to Admin Home > Installed apps.
2
Click Create new app.
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Click Create app.
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Give the new app a name, such as “C1”, then click Create.
5
The new app’s details view opens. Click Feature selection.
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Select Outreach API (OAuth) and click Add feature.
7
Carefully copy and save the OAuth Application ID and Application Secret.
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Enter a callback URL for your app.
9
Select the relevant scopes for the app:To sync access data (READ):
- User: Read
- Teams: Read
- Profiles: Read
- User: All
- Teams: All
- Profiles: All
10
Save the app. If desired, create a release.
Configure the Outreach connector
- Cloud-hosted
- Self-hosted
Follow these instructions to use a built-in, no-code connector hosted by C1.Done. Your Outreach connector is now pulling access data into C1.
1
In C1, navigate to Apps > Connectors and click Add connector.
2
Search for Outreach and click Add.
3
Choose where to add the connector: Create a new app, or Add to an existing app (then select the app).If you’re creating a new app, choose whether to link it to an application discovered from your identity provider: select Yes and pick the IdP application, or No to continue with just the connector.
4
Set the connector’s Name and, optionally, a Description.
5
Click the pencil icon next to Owners to choose who can configure and manage this connector.
6
Click Add. The connector is created and its configuration page opens.
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Find the Settings area of the page and click Edit.
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Paste the the OAuth application ID and application secret into the Client ID and Client secret fields.
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Click Login with OAuth.
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Log into Outreach and authorize C1.After authorizing, you’ll be redirected back to the C1 integrations page, where an “Authorized as” message is now printed.
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Click Save.
12
The connector’s label changes to Syncing, followed by Connected. You can view the logs to ensure that information is syncing.