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Technical Reference

Outseta

Triggers and actions for Outseta CRM and Billing

CategorySales And Crm
Authenticationcustom
Version0.3.0
Published scopes0 published scopes
Last updatedSeptember 21, 2026

Overview

Connect Outseta with Flows360

Triggers and actions for Outseta CRM and Billing

Use the Outseta connector to include its declared actions and events in Flows360 workflows without duplicating the integration logic inside each consuming system. This pinned connector version currently exposes 44 actions and 6 triggers.

Available actions

  • Retrieve Account
  • Retrieve Person
  • Retrieve Deal
  • Retrieve Subscription
  • Get Last Payment for Account
  • Create Account
  • Create Deal
  • Find or Add Person
  • Plus 36 additional declared actions.

Available triggers

  • New Account Event
  • New Person Event
  • New Deal Event
  • New Task Event
  • New Plan Event
  • New Add-On Event

The capability list above is generated from the exact reviewed connector package so the public description stays aligned with the version Flows360 operates.

Technical guide

Technical reference

Package identity

  • Connector: Outseta
  • Package: @activepieces/piece-outseta@0.3.0
  • Exact artifact digest: sha256:845926b55e7f132d3ca8ba8ade4adbdeef98d42f921d15654533da7aa7bc7525
  • Runtime: Activepieces-compatible deterministic worker
  • Source: the exact reviewed Activepieces source

Authentication

CUSTOM AUTH. Connection values are tenant-specific and remain in the consuming Studio instance; CDK stores definitions and field metadata, not customer credential values.

Action contracts

  • Retrieve Account (get_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. Classification: read.
  • Retrieve Person (get_person), Retrieve a person by email or by UID, including the linked account. Classification: read.
  • Retrieve Deal (get_deal), Retrieve a deal by its UID, or by the email of the contact associated with the deal plus the pipeline. Classification: read.
  • Retrieve Subscription (get_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. Classification: read.
  • Get Last Payment for Account (get_last_payment), Retrieve the most recent payment transaction for an account. Returns found=false if no payment has ever been recorded. Classification: read.
  • Create Account (create_account), Create a new account in Outseta CRM. Optionally start a subscription on a plan in the same call. Classification: read.
  • Create Deal (create_deal), Create a new deal in the CRM. Classification: read.
  • Find or Add Person (find_or_add_person), Search for a person by email. If not found, create a new one. Classification: read.
  • Find or Add Deal (find_or_add_deal), Search for a deal by contact email and pipeline. If not found, create a new one. Classification: read.
  • Update Account (update_account), Update an existing account in Outseta. Classification: read.
  • Update Person (update_person), Update an existing person in Outseta. Classification: read.
  • Update Deal (update_deal), Update an existing deal. Classification: read.
  • Delete Account (delete_account), Delete an account from Outseta CRM. Classification: read.
  • Delete Person (delete_person), Delete a person from Outseta CRM. Classification: read.
  • Delete Deal (delete_deal), Delete a deal from the CRM. Classification: read.
  • List Accounts (list_accounts), Retrieve a paginated list of accounts from your Outseta CRM. Classification: read.
  • List Persons (list_persons), Retrieve a paginated list of persons from your Outseta CRM. Classification: read.
  • List Deals (list_deals), Retrieve a paginated list of deals from your Outseta CRM. Classification: read.
  • List Plans (list_plans), Retrieve a paginated list of subscription plans from your Outseta billing catalog. Classification: read.
  • List Add-Ons (list_addons), Retrieve a paginated list of add-ons from your Outseta billing catalog. Classification: read.
  • List Discounts (list_discounts), Retrieve a paginated list of discount coupons from your Outseta billing catalog. Classification: read.
  • List Cases (list_cases), Retrieve a paginated list of support tickets (cases) from Outseta. Optionally filter by the person who submitted them. Classification: read.
  • List Account Transactions (list_transactions), Retrieve all billing transactions (payments, refunds, invoices) for a given account. Classification: read.
  • Change Account Plan (change_account_plan), Change an account's current subscription plan (upgrade, downgrade, or switch to free). Classification: read.
  • Cancel Subscription (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. Classification: read.
  • Remove Cancellation (remove_cancellation), Remove a pending cancellation request from an account, keeping the subscription active. Classification: read.
  • Apply Discount to Account (add_discount_to_subscription), Apply a discount coupon to the current subscription of an account. Classification: read.
  • Add Usage for Add-on (add_addon_usage), Track usage for a metered (usage-based) add-on on an account. Classification: read.
  • Add Add-on to Subscription (add_addon_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. Classification: read.
  • Extend Trial Subscription (extend_trial_subscription), Extend the trial period of an account by setting a new trial end date. Classification: read.
  • Update Payment Information (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. Classification: read.
  • Create Discount (create_discount), Create a new discount coupon in the Outseta billing catalog. Either AmountOff or PercentOff must be set, never both. Classification: read.
  • Create Invoice (add_invoice), Create an ad-hoc invoice for an account. The invoice is linked to the account's current subscription. Classification: read.
  • Add Invoice Payment (add_invoice_payment), Record a payment against an invoice. The invoice is marked as paid if the total payments match the invoice amount. Classification: read.
  • Send Invoice Email (send_invoice_email), Send (or resend) the invoice email to the customer associated with an invoice. Classification: read.
  • Process Payment (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. Classification: read.
  • Manage Account Membership (manage_account_membership), Add or remove a person from an account. Classification: read.
  • Update Account Membership (update_account_membership), Update a person's membership on an account, typically used to designate them as the primary contact. Classification: read.
  • Add Custom Activity (add_custom_activity), Record a custom activity on an account, person, or deal. Activities show on the activity feed and can trigger drip campaigns. Classification: read.
  • Manage Email List Subscription (manage_email_list_subscription), Subscribe a person to an email list, or unsubscribe them from it. Classification: read.
  • Send Confirmation Email (send_confirmation_email), Send a confirmation email to the primary contact of an account, a specific person, or all members. Classification: read.
  • Create Ticket (add_case), Create a new support ticket (case) in Outseta. Classification: read.
  • Reply to Ticket (add_reply), Add a reply to an existing support ticket (case) in Outseta. Classification: read.
  • Custom API Call (custom_api_call), Make a custom API call to a specific endpoint Classification: read.

Trigger contracts

  • New Account Event, webhook.
  • New Person Event, webhook.
  • New Deal Event, webhook.
  • New Task Event, webhook.
  • New Plan Event, webhook.
  • New Add-On Event, webhook.

Verification

Deterministic execution evidence is recorded for the pinned artifact, including 1 exercised action entrypoint and 0 exercised trigger entrypoints.

Capability summary

Authenticationcustom
Supported objects50
Supported actionsNot published
Triggers6

Authentication

Authentication method: custom

Authentication profiles

connection · custom
  • Outseta Domain Required
  • API Key Required · protected credential
  • API Secret Required · protected credential

Supported objects

ObjectReadWriteNotes
Retrieve Account Yes No 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.
Retrieve Person Yes No Retrieve a person by email or by UID, including the linked account.
Retrieve Deal Yes No Retrieve a deal by its UID, or by the email of the contact associated with the deal plus the pipeline.
Retrieve Subscription Yes No 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.
Get Last Payment for Account Yes No Retrieve the most recent payment transaction for an account. Returns found=false if no payment has ever been recorded.
Create Account Yes No Create a new account in Outseta CRM. Optionally start a subscription on a plan in the same call.
Create Deal Yes No Create a new deal in the CRM.
Find or Add Person Yes No Search for a person by email. If not found, create a new one.
Find or Add Deal Yes No Search for a deal by contact email and pipeline. If not found, create a new one.
Update Account Yes No Update an existing account in Outseta.
Update Person Yes No Update an existing person in Outseta.
Update Deal Yes No Update an existing deal.
Delete Account Yes No Delete an account from Outseta CRM.
Delete Person Yes No Delete a person from Outseta CRM.
Delete Deal Yes No Delete a deal from the CRM.
List Accounts Yes No Retrieve a paginated list of accounts from your Outseta CRM.
List Persons Yes No Retrieve a paginated list of persons from your Outseta CRM.
List Deals Yes No Retrieve a paginated list of deals from your Outseta CRM.
List Plans Yes No Retrieve a paginated list of subscription plans from your Outseta billing catalog.
List Add-Ons Yes No Retrieve a paginated list of add-ons from your Outseta billing catalog.
List Discounts Yes No Retrieve a paginated list of discount coupons from your Outseta billing catalog.
List Cases Yes No Retrieve a paginated list of support tickets (cases) from Outseta. Optionally filter by the person who submitted them.
List Account Transactions Yes No Retrieve all billing transactions (payments, refunds, invoices) for a given account.
Change Account Plan Yes No Change an account's current subscription plan (upgrade, downgrade, or switch to free).
Cancel Subscription Yes No Cancel the current subscription on an account. By default, the subscription expires at the end of the current term. You can also cancel immediately.
Remove Cancellation Yes No Remove a pending cancellation request from an account, keeping the subscription active.
Apply Discount to Account Yes No Apply a discount coupon to the current subscription of an account.
Add Usage for Add-on Yes No Track usage for a metered (usage-based) add-on on an account.
Add Add-on to Subscription Yes No 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.
Extend Trial Subscription Yes No Extend the trial period of an account by setting a new trial end date.
Update Payment Information Yes No 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) u2014 not from Outseta.
Create Discount Yes No Create a new discount coupon in the Outseta billing catalog. Either AmountOff or PercentOff must be set, never both.
Create Invoice Yes No Create an ad-hoc invoice for an account. The invoice is linked to the account's current subscription.
Add Invoice Payment Yes No Record a payment against an invoice. The invoice is marked as paid if the total payments match the invoice amount.
Send Invoice Email Yes No Send (or resend) the invoice email to the customer associated with an invoice.
Process Payment Yes No Manually trigger the processing (retry) of a previously recorded payment. Typically used to retry a failed payment after a customer updates their card.
Manage Account Membership Yes No Add or remove a person from an account.
Update Account Membership Yes No Update a person's membership on an account u2014 typically used to designate them as the primary contact.
Add Custom Activity Yes No 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 Yes No Subscribe a person to an email list, or unsubscribe them from it.
Send Confirmation Email Yes No Send a confirmation email to the primary contact of an account, a specific person, or all members.
Create Ticket Yes No Create a new support ticket (case) in Outseta.
Reply to Ticket Yes No Add a reply to an existing support ticket (case) in Outseta.
Custom API Call Yes No Make a custom API call to a specific endpoint
New Account Event Yes No webhook trigger declared by the pinned package.
New Person Event Yes No webhook trigger declared by the pinned package.
New Deal Event Yes No webhook trigger declared by the pinned package.
New Task Event Yes No webhook trigger declared by the pinned package.
New Plan Event Yes No webhook trigger declared by the pinned package.
New Add-On Event Yes No webhook trigger declared by the pinned package.

Triggers

New Account Event · Webhook

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

Inputs

  • setup · string
  • eventSubTypes · array
New Person Event · Webhook

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

Inputs

  • setup · string
  • eventSubTypes · array
New Deal Event · Webhook

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

Inputs

  • setup · string
  • eventSubTypes · array
New Task Event · Webhook

Triggers on task lifecycle events (created, updated).

Inputs

  • setup · string
  • eventSubTypes · array
New Plan Event · Webhook

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

Inputs

  • setup · string
  • eventSubTypes · array
New Add-On Event · Webhook

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

Inputs

  • setup · string
  • eventSubTypes · array

Setup

Setup

  1. Add the Outseta connector to the workflow in the target Flows360 Studio instance.
  2. Create or select the tenant-specific connection required by the connector. Connection secrets remain in the Studio connection boundary and are not copied into CDK documentation.
  3. Provide the connection fields declared by the pinned package:
  • Outseta Domain (domain), required.
  • API Key (apiKey), required; stored as a sensitive connection value.
  • API Secret (apiSecret), required; stored as a sensitive connection value.
  1. Select the required action or trigger and complete its declared input fields. Required and optional inputs are defined by the exact package schema.
  2. Test the workflow in the appropriate environment before enabling production scheduling or event delivery.

Limitations

Limitations and operational notes

  • This content describes @activepieces/piece-outseta@0.3.0; provider behaviour can change independently and should be revalidated when the provider or connector version changes.
  • Only the 44 actions and 6 triggers declared by this pinned package are represented here.
  • Tenant credentials and connection values are not stored in the public connector record.
  • Provider-side permissions, account entitlements, quotas and rate limits remain subject to the connected provider account and are not inferred when the package does not declare them.
  • Deterministic execution evidence is recorded for the pinned artifact, including 1 exercised action entrypoint and 0 exercised trigger entrypoints.

Troubleshooting

Why canu2019t the connector authenticate?

Check the tenant connection in Studio and confirm every required Outseta connection field is present. Re-authorise OAuth-based connections if the provider token or consent has expired. Do not place credential values in CDK content or logs.

Why is an action or trigger unavailable?

Confirm that the workflow is using @activepieces/piece-outseta@0.3.0 and compare the requested capability with the declared action and trigger list for this version. A capability that is not declared by the pinned package should not be presented as supported.

What should I check after a provider-side change?

Revalidate authentication, required fields, action/trigger behaviour and provider documentation before publishing refreshed connector content or moving a new package version into production.

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