Skip to content
Scalekit Docs
Talk to an Engineer Dashboard

Outreach

OAuth 2.0 crmsales

Connect this agent connector to let your agent:

  • Complete tasks — Mark an existing task as complete in Outreach
  • Get sequences, sequence states, webhooks — Retrieve a single sequence by ID from Outreach
  • Delete sequences, opportunities, prospects — Permanently delete a sequence from Outreach by ID
  • Create templates, accounts, tasks — Create a new email template in Outreach
  • List tags, mailboxes, users — List all tags configured in Outreach that can be applied to prospects, accounts, and sequences
  • Update tasks, templates, accounts — Update an existing task in Outreach

This connector uses OAuth 2.0. Scalekit acts as the OAuth client: it redirects your user to Outreach, obtains an access token, and automatically refreshes it before it expires. Your agent code never handles tokens directly — you only pass a connectionName and a user identifier.

You supply your Outreach Connected App credentials (Client ID + Secret) once per environment in the Scalekit dashboard.

outreach_accounts_create Create a new account (company) in Outreach. 10 params

Create a new account (company) in Outreach.

Name Type Required Description
name string required Name of the account (company)
description string optional Description of the account
domain string optional Website domain of the account
industry string optional Industry of the account
linkedin_url string optional LinkedIn company page URL
locality string optional Location/city of the account
number_of_employees integer optional Number of employees at the account
owner_id integer optional ID of the user (owner) to assign this account to
tags array optional Array of tags to apply to the account
website_url string optional Website URL of the account
outreach_accounts_delete Permanently delete an account from Outreach by ID. This action cannot be undone. 1 param

Permanently delete an account from Outreach by ID. This action cannot be undone.

Name Type Required Description
account_id integer required The unique identifier of the account to delete
outreach_accounts_get Retrieve a single account by ID from Outreach. 1 param

Retrieve a single account by ID from Outreach.

Name Type Required Description
account_id integer required The unique identifier of the account to retrieve
outreach_accounts_list List all accounts in Outreach with optional filtering, sorting, and pagination. 5 params

List all accounts in Outreach with optional filtering, sorting, and pagination.

Name Type Required Description
filter_domain string optional Filter accounts by domain
filter_name string optional Filter accounts by name
page_offset integer optional Offset for pagination (number of records to skip)
page_size integer optional Number of results per page (max 1000)
sort string optional Sort field. Prefix with '-' for descending order (e.g., '-createdAt')
outreach_accounts_update Update an existing account in Outreach. Only provided fields will be changed. 9 params

Update an existing account in Outreach. Only provided fields will be changed.

Name Type Required Description
account_id integer required The unique identifier of the account to update
description string optional Updated description of the account
domain string optional Updated website domain
industry string optional Updated industry of the account
name string optional Updated name of the account
number_of_employees integer optional Updated number of employees
owner_id integer optional Updated owner user ID
tags array optional Updated array of tags
website_url string optional Updated website URL
outreach_calls_create Log a call record in Outreach. Used to track inbound or outbound call activity against a prospect. 8 params

Log a call record in Outreach. Used to track inbound or outbound call activity against a prospect.

Name Type Required Description
answered_at string optional ISO 8601 datetime when the call was answered
call_disposition_id integer optional ID of the call disposition (outcome category)
call_purpose_id integer optional ID of the call purpose
direction string optional Direction of the call. Options: inbound, outbound
duration integer optional Duration of the call in seconds
note string optional Note or summary about the call
outcome string optional Outcome of the call (e.g., connected, no_answer, left_voicemail)
prospect_id integer optional ID of the prospect associated with this call
outreach_calls_get Retrieve a single call record by ID from Outreach, including direction, outcome, note, recording URL, and related prospect. 1 param

Retrieve a single call record by ID from Outreach, including direction, outcome, note, recording URL, and related prospect.

Name Type Required Description
call_id integer required The unique identifier of the call to retrieve
outreach_calls_list List call records in Outreach with optional filtering by prospect, direction, or outcome. 5 params

List call records in Outreach with optional filtering by prospect, direction, or outcome.

Name Type Required Description
filter_direction string optional Filter calls by direction. Options: inbound, outbound
filter_prospect_id integer optional Filter calls by prospect ID
page_offset integer optional Offset for pagination
page_size integer optional Number of results per page (max 1000)
sort string optional Sort field. Prefix with '-' for descending order
outreach_mailboxes_get Retrieve a single mailbox by ID from Outreach, including its email address, sender name, and sync status. 1 param

Retrieve a single mailbox by ID from Outreach, including its email address, sender name, and sync status.

Name Type Required Description
mailbox_id integer required The unique identifier of the mailbox to retrieve
outreach_mailboxes_list List all mailboxes (sender email addresses) configured in Outreach. Mailboxes are required when enrolling prospects in sequences. 3 params

List all mailboxes (sender email addresses) configured in Outreach. Mailboxes are required when enrolling prospects in sequences.

Name Type Required Description
filter_email string optional Filter mailboxes by email address
page_offset integer optional Offset for pagination
page_size integer optional Number of results per page (max 1000)
outreach_mailings_get Retrieve a single mailing by ID from Outreach, including its body, subject, state, and related prospect details. 1 param

Retrieve a single mailing by ID from Outreach, including its body, subject, state, and related prospect details.

Name Type Required Description
mailing_id integer required The unique identifier of the mailing to retrieve
outreach_mailings_list List mailings (emails sent or scheduled) in Outreach with optional filtering and pagination. 5 params

List mailings (emails sent or scheduled) in Outreach with optional filtering and pagination.

Name Type Required Description
filter_prospect_id integer optional Filter mailings by prospect ID
filter_state string optional Filter by mailing state. Options: bounced, delivered, delivering, drafted, failed, opened, placeholder, queued, replied, scheduled
page_offset integer optional Offset for pagination
page_size integer optional Number of results per page (max 1000)
sort string optional Sort field. Prefix with '-' for descending order
outreach_opportunities_create Create a new opportunity in Outreach to track sales deals. 8 params

Create a new opportunity in Outreach to track sales deals.

Name Type Required Description
close_date string required Expected close date for the opportunity in full ISO 8601 datetime format (YYYY-MM-DDTHH:MM:SS.000Z)
name string required Name or title of the opportunity
account_id integer optional ID of the account associated with this opportunity
amount number optional Monetary value of the opportunity
owner_id integer optional ID of the user (owner) responsible for this opportunity
probability integer optional Probability of closing (0-100)
prospect_id integer optional ID of the prospect (primary contact) associated with this opportunity
stage_id integer optional ID of the opportunity stage
outreach_opportunities_delete Permanently delete an opportunity from Outreach by ID. This action cannot be undone. 1 param

Permanently delete an opportunity from Outreach by ID. This action cannot be undone.

Name Type Required Description
opportunity_id integer required The unique identifier of the opportunity to delete
outreach_opportunities_get Retrieve a single opportunity by ID from Outreach, including its name, amount, close date, and stage. 1 param

Retrieve a single opportunity by ID from Outreach, including its name, amount, close date, and stage.

Name Type Required Description
opportunity_id integer required The unique identifier of the opportunity to retrieve
outreach_opportunities_list List opportunities in Outreach with optional filtering by name, prospect, or account. 5 params

List opportunities in Outreach with optional filtering by name, prospect, or account.

Name Type Required Description
filter_name string optional Filter opportunities by name
filter_prospect_id integer optional Filter by prospect ID
page_offset integer optional Offset for pagination
page_size integer optional Number of results per page (max 1000)
sort string optional Sort field. Prefix with '-' for descending order
outreach_opportunities_update Update an existing opportunity in Outreach. Only provided fields will be changed. 7 params

Update an existing opportunity in Outreach. Only provided fields will be changed.

Name Type Required Description
opportunity_id integer required The unique identifier of the opportunity to update
amount number optional Updated monetary value of the opportunity
close_date string optional Updated expected close date (ISO 8601 format)
name string optional Updated name of the opportunity
owner_id integer optional Updated owner user ID
probability integer optional Updated probability of closing (0-100)
stage_id integer optional Updated opportunity stage ID
outreach_prospects_create Create a new prospect in Outreach. Provide at minimum a first name, last name, or email address. 15 params

Create a new prospect in Outreach. Provide at minimum a first name, last name, or email address.

Name Type Required Description
account_id integer optional ID of the account to associate with this prospect
address_city string optional City of the prospect's address
address_country string optional Country of the prospect's address
address_state string optional State of the prospect's address
company string optional Company name of the prospect
emails array optional Array of email addresses for the prospect
first_name string optional First name of the prospect
github_url string optional GitHub profile URL of the prospect
last_name string optional Last name of the prospect
linkedin_url string optional LinkedIn profile URL of the prospect
owner_id integer optional ID of the user (owner) to assign this prospect to
phones array optional Array of phone numbers for the prospect
tags array optional Array of tags to apply to the prospect
title string optional Job title of the prospect
website_url string optional Personal or company website URL of the prospect
outreach_prospects_delete Permanently delete a prospect from Outreach by ID. This action cannot be undone. 1 param

Permanently delete a prospect from Outreach by ID. This action cannot be undone.

Name Type Required Description
prospect_id integer required The unique identifier of the prospect to delete
outreach_prospects_get Retrieve a single prospect by ID from Outreach. 1 param

Retrieve a single prospect by ID from Outreach.

Name Type Required Description
prospect_id integer required The unique identifier of the prospect to retrieve
outreach_prospects_list List all prospects in Outreach with optional filtering, sorting, and pagination. 7 params

List all prospects in Outreach with optional filtering, sorting, and pagination.

Name Type Required Description
filter_company string optional Filter prospects by company name
filter_email string optional Filter prospects by email address
filter_first_name string optional Filter prospects by first name
filter_last_name string optional Filter prospects by last name
page_offset integer optional Offset for pagination (number of records to skip)
page_size integer optional Number of results per page (max 1000)
sort string optional Sort field. Prefix with '-' for descending order (e.g., '-createdAt')
outreach_prospects_update Update an existing prospect in Outreach. Only provided fields will be changed. 14 params

Update an existing prospect in Outreach. Only provided fields will be changed.

Name Type Required Description
prospect_id integer required The unique identifier of the prospect to update
account_id integer optional ID of the account to associate with this prospect
address_city string optional City of the prospect's address
address_country string optional Country of the prospect's address
address_state string optional State of the prospect's address
company string optional Company name of the prospect
emails array optional Array of email addresses for the prospect
first_name string optional First name of the prospect
last_name string optional Last name of the prospect
linkedin_url string optional LinkedIn profile URL of the prospect
owner_id integer optional ID of the user (owner) to assign this prospect to
phones array optional Array of phone numbers for the prospect
tags array optional Array of tags to apply to the prospect
title string optional Job title of the prospect
outreach_sequence_states_create Enroll a prospect in a sequence by creating a sequence state. Requires a prospect ID, sequence ID, and mailbox ID. 3 params

Enroll a prospect in a sequence by creating a sequence state. Requires a prospect ID, sequence ID, and mailbox ID.

Name Type Required Description
mailbox_id integer required ID of the mailbox to use for sending sequence emails
prospect_id integer required ID of the prospect to enroll in the sequence
sequence_id integer required ID of the sequence to enroll the prospect in
outreach_sequence_states_delete Remove a prospect from a sequence by deleting the sequence state record. This action cannot be undone. 1 param

Remove a prospect from a sequence by deleting the sequence state record. This action cannot be undone.

Name Type Required Description
sequence_state_id integer required The unique identifier of the sequence state to delete
outreach_sequence_states_get Retrieve a single sequence state (enrollment record) by ID from Outreach. 1 param

Retrieve a single sequence state (enrollment record) by ID from Outreach.

Name Type Required Description
sequence_state_id integer required The unique identifier of the sequence state to retrieve
outreach_sequence_states_list List sequence states (enrollment records) in Outreach, showing which prospects are enrolled in which sequences. 5 params

List sequence states (enrollment records) in Outreach, showing which prospects are enrolled in which sequences.

Name Type Required Description
filter_prospect_id integer optional Filter by prospect ID
filter_sequence_id integer optional Filter by sequence ID
filter_state string optional Filter by state. Options: active, pending, finished, paused, disabled, failed, bounced, opted_out
page_offset integer optional Offset for pagination
page_size integer optional Number of results per page (max 1000)
outreach_sequence_steps_get Retrieve a single sequence step by ID from Outreach, including its step order, action type, and associated sequence. 1 param

Retrieve a single sequence step by ID from Outreach, including its step order, action type, and associated sequence.

Name Type Required Description
sequence_step_id integer required The unique identifier of the sequence step to retrieve
outreach_sequence_steps_list List all sequence steps in Outreach. Sequence steps define the individual actions (emails, calls, tasks) within a sequence. 3 params

List all sequence steps in Outreach. Sequence steps define the individual actions (emails, calls, tasks) within a sequence.

Name Type Required Description
filter_sequence_id integer optional Filter sequence steps by sequence ID
page_offset integer optional Offset for pagination
page_size integer optional Number of results per page (max 1000)
outreach_sequences_create Create a new sequence in Outreach for automated sales engagement. 5 params

Create a new sequence in Outreach for automated sales engagement.

Name Type Required Description
name string required Name of the sequence
description string optional Description of the sequence
owner_id integer optional ID of the user (owner) to assign this sequence to
sequence_type string optional Type of the sequence. Options: 'date' or 'interval'
tags array optional Array of tags to apply to the sequence
outreach_sequences_delete Permanently delete a sequence from Outreach by ID. This action cannot be undone and will remove all associated sequence steps. 1 param

Permanently delete a sequence from Outreach by ID. This action cannot be undone and will remove all associated sequence steps.

Name Type Required Description
sequence_id integer required The unique identifier of the sequence to delete
outreach_sequences_get Retrieve a single sequence by ID from Outreach. 1 param

Retrieve a single sequence by ID from Outreach.

Name Type Required Description
sequence_id integer required The unique identifier of the sequence to retrieve
outreach_sequences_list List all sequences in Outreach with optional filtering and pagination. 5 params

List all sequences in Outreach with optional filtering and pagination.

Name Type Required Description
filter_enabled boolean optional Filter by enabled status (true or false)
filter_name string optional Filter sequences by name
page_offset integer optional Offset for pagination (number of records to skip)
page_size integer optional Number of results per page (max 1000)
sort string optional Sort field. Prefix with '-' for descending order
outreach_sequences_update Update an existing sequence in Outreach. Use this to rename a sequence, change its description, or enable/disable it. 5 params

Update an existing sequence in Outreach. Use this to rename a sequence, change its description, or enable/disable it.

Name Type Required Description
sequence_id integer required The unique identifier of the sequence to update
description string optional Updated description of the sequence
enabled boolean optional Whether the sequence should be active/enabled
name string optional Updated name of the sequence
tags array optional Updated array of tags for the sequence
outreach_stages_get Retrieve a single opportunity stage by ID from Outreach, including its name, color, and order. 1 param

Retrieve a single opportunity stage by ID from Outreach, including its name, color, and order.

Name Type Required Description
stage_id integer required The unique identifier of the opportunity stage to retrieve
outreach_stages_list List all opportunity stages (pipeline stages) configured in Outreach. 2 params

List all opportunity stages (pipeline stages) configured in Outreach.

Name Type Required Description
page_offset integer optional Offset for pagination
page_size integer optional Number of results per page (max 1000)
outreach_tags_list List all tags configured in Outreach that can be applied to prospects, accounts, and sequences. 3 params

List all tags configured in Outreach that can be applied to prospects, accounts, and sequences.

Name Type Required Description
filter_name string optional Filter tags by name
page_offset integer optional Offset for pagination
page_size integer optional Number of results per page (max 1000)
outreach_tasks_complete Mark an existing task as complete in Outreach. Only works for action_item and in_person tasks — call and email tasks cannot be completed this way. Use this instead of outreach_tasks_update to complete a task. 2 params

Mark an existing task as complete in Outreach. Only works for action_item and in_person tasks — call and email tasks cannot be completed this way. Use this instead of outreach_tasks_update to complete a task.

Name Type Required Description
task_id integer required The unique identifier of the task to mark as complete
completion_note string optional Optional note to record when marking the task complete
outreach_tasks_create Create a new task in Outreach. Tasks can represent calls, emails, in-person meetings, or general action items. Both owner_id and prospect_id are required by the Outreach API. 5 params

Create a new task in Outreach. Tasks can represent calls, emails, in-person meetings, or general action items. Both owner_id and prospect_id are required by the Outreach API.

Name Type Required Description
action string required Type of action for the task. Options: action_item, call, email, in_person
owner_id integer required ID of the user assigned to this task
prospect_id integer required ID of the prospect associated with this task (subject). Required — must provide either prospect_id or account_id.
due_at string optional Due date/time for the task (ISO 8601 format)
note string optional Note or description for the task
outreach_tasks_delete Permanently delete a task from Outreach by ID. This action cannot be undone. 1 param

Permanently delete a task from Outreach by ID. This action cannot be undone.

Name Type Required Description
task_id integer required The unique identifier of the task to delete
outreach_tasks_get Retrieve a single task by ID from Outreach, including its action type, due date, note, and associated prospect. 1 param

Retrieve a single task by ID from Outreach, including its action type, due date, note, and associated prospect.

Name Type Required Description
task_id integer required The unique identifier of the task to retrieve
outreach_tasks_list List tasks in Outreach with optional filtering by state, action type, prospect, or due date. 6 params

List tasks in Outreach with optional filtering by state, action type, prospect, or due date.

Name Type Required Description
filter_prospect_id integer optional Filter tasks by prospect ID
filter_state string optional Filter tasks by state. Options: incomplete, complete
filter_task_type string optional Filter tasks by task type. Options: action_item, call, email, in_person
page_offset integer optional Offset for pagination
page_size integer optional Number of results per page (max 1000)
sort string optional Sort field. Prefix with '-' for descending order
outreach_tasks_update Update an existing task in Outreach. Supports changing action, note, and due date. To mark a task complete, use the outreach_tasks_complete tool instead. 4 params

Update an existing task in Outreach. Supports changing action, note, and due date. To mark a task complete, use the outreach_tasks_complete tool instead.

Name Type Required Description
task_id integer required The unique identifier of the task to update
action string optional Updated action type. Options: action_item, call, email, in_person
due_at string optional Updated due date/time for the task (ISO 8601 format)
note string optional Updated note or description for the task
outreach_templates_create Create a new email template in Outreach. Templates can be used in sequences and for manual email sends. 5 params

Create a new email template in Outreach. Templates can be used in sequences and for manual email sends.

Name Type Required Description
name string required Name of the template
body_html string optional HTML body content of the template
owner_id integer optional ID of the user who owns this template
subject string optional Email subject line of the template
tags array optional Array of tags to apply to the template
outreach_templates_delete Permanently delete an email template from Outreach by ID. This action cannot be undone. 1 param

Permanently delete an email template from Outreach by ID. This action cannot be undone.

Name Type Required Description
template_id integer required The unique identifier of the template to delete
outreach_templates_get Retrieve a single email template by ID from Outreach, including its subject, body, and usage statistics. 1 param

Retrieve a single email template by ID from Outreach, including its subject, body, and usage statistics.

Name Type Required Description
template_id integer required The unique identifier of the template to retrieve
outreach_templates_list List email templates in Outreach with optional filtering by name. 4 params

List email templates in Outreach with optional filtering by name.

Name Type Required Description
filter_name string optional Filter templates by name
page_offset integer optional Offset for pagination
page_size integer optional Number of results per page (max 1000)
sort string optional Sort field. Prefix with '-' for descending order
outreach_templates_update Update an existing email template in Outreach. Only provided fields will be changed. 5 params

Update an existing email template in Outreach. Only provided fields will be changed.

Name Type Required Description
template_id integer required The unique identifier of the template to update
body_html string optional Updated HTML body content
name string optional Updated name of the template
subject string optional Updated email subject line
tags array optional Updated array of tags
outreach_users_get Retrieve a single Outreach user by ID, including their name, email, and role information. 1 param

Retrieve a single Outreach user by ID, including their name, email, and role information.

Name Type Required Description
user_id integer required The unique identifier of the user to retrieve
outreach_users_list List all users in the Outreach organization with optional filtering and pagination. 4 params

List all users in the Outreach organization with optional filtering and pagination.

Name Type Required Description
filter_email string optional Filter users by email address
page_offset integer optional Offset for pagination
page_size integer optional Number of results per page (max 1000)
sort string optional Sort field. Prefix with '-' for descending order
outreach_webhooks_create Create a new webhook in Outreach to receive event notifications at a specified URL. Outreach will POST event payloads to the provided URL when subscribed events occur. 4 params

Create a new webhook in Outreach to receive event notifications at a specified URL. Outreach will POST event payloads to the provided URL when subscribed events occur.

Name Type Required Description
url string required The HTTPS URL to receive webhook event payloads
action string optional The event action to subscribe to (e.g., created, updated, deleted)
resource_type string optional The resource type to subscribe to events for (e.g., prospect, account, sequenceState)
secret string optional A secret string used to sign webhook payloads for verification
outreach_webhooks_delete Permanently delete a webhook from Outreach by ID. Outreach will stop sending event notifications to the associated URL. 1 param

Permanently delete a webhook from Outreach by ID. Outreach will stop sending event notifications to the associated URL.

Name Type Required Description
webhook_id integer required The unique identifier of the webhook to delete
outreach_webhooks_get Retrieve a single webhook configuration by ID from Outreach. 1 param

Retrieve a single webhook configuration by ID from Outreach.

Name Type Required Description
webhook_id integer required The unique identifier of the webhook to retrieve
outreach_webhooks_list List all webhooks configured in Outreach for receiving event notifications. 2 params

List all webhooks configured in Outreach for receiving event notifications.

Name Type Required Description
page_offset integer optional Offset for pagination
page_size integer optional Number of results per page (max 1000)