Outseta
Triggers and actions for Outseta CRM and Billing
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In Keystile Automations → Connections → New connection, choose Outseta and sign in. Your AI tools and workflows then use it through Keystile; they never see the password or key.How connecting works.
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Using Keystile, in Outseta: 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).What it can do (44 actions)
| Action | What it does | Changes data |
|---|---|---|
| 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. | Yes |
| Add Custom Activity | Record a custom activity on an account, person, or deal. Activities show on the activity feed and can trigger drip campaigns. | Yes |
| Add Invoice Payment | Record a payment against an invoice. The invoice is marked as paid if the total payments match the invoice amount. | Yes |
| Add Usage for Add-on | Track usage for a metered (usage-based) add-on on an account. | Yes |
| Apply Discount to Account | Apply a discount coupon to the current subscription of an account. | Yes |
| 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. | |
| Change Account Plan | Change an account's current subscription plan (upgrade, downgrade, or switch to free). | Yes |
| Create Account | Create a new account in Outseta CRM. Optionally start a subscription on a plan in the same call. | Yes |
| Create Deal | Create a new deal in the CRM. | Yes |
| Create Discount | Create a new discount coupon in the Outseta billing catalog. Either AmountOff or PercentOff must be set, never both. | Yes |
| Create Invoice | Create an ad-hoc invoice for an account. The invoice is linked to the account's current subscription. | Yes |
| Create Ticket | Create a new support ticket (case) in Outseta. | Yes |
| Custom API Call | Make a custom API call to a specific endpoint | Yes |
| Delete Account | Delete an account from Outseta CRM. | |
| Delete Deal | Delete a deal from the CRM. | |
| Delete Person | Delete a person from Outseta CRM. | |
| Extend Trial Subscription | Extend the trial period of an account by setting a new trial end date. | Yes |
| Find or Add Deal | Search for a deal by contact email and pipeline. If not found, create a new one. | Yes |
| Find or Add Person | Search for a person by email. If not found, create a new one. | Yes |
| Get Last Payment for Account | Retrieve the most recent payment transaction for an account. Returns found=false if no payment has ever been recorded. | |
| List Account Transactions | Retrieve all billing transactions (payments, refunds, invoices) for a given account. | |
| List Accounts | Retrieve a paginated list of accounts from your Outseta CRM. | |
| List Add-Ons | Retrieve a paginated list of add-ons from your Outseta billing catalog. | |
| List Cases | Retrieve a paginated list of support tickets (cases) from Outseta. Optionally filter by the person who submitted them. | |
| List Deals | Retrieve a paginated list of deals from your Outseta CRM. | |
| List Discounts | Retrieve a paginated list of discount coupons from your Outseta billing catalog. | |
| List Persons | Retrieve a paginated list of persons from your Outseta CRM. | |
| List Plans | Retrieve a paginated list of subscription plans from your Outseta billing catalog. | |
| Manage Account Membership | Add or remove a person from an account. | Yes |
| Manage Email List Subscription | Subscribe a person to an email list, or unsubscribe them from it. | |
| 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. | Yes |
| Remove Cancellation | Remove a pending cancellation request from an account, keeping the subscription active. | Yes |
| Reply to Ticket | Add a reply to an existing support ticket (case) in Outseta. | Yes |
| 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. | |
| Retrieve Deal | Retrieve a deal by its UID, or by the email of the contact associated with the deal plus the pipeline. | |
| Retrieve Person | Retrieve a person by email or by UID, including the linked account. | |
| 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. | |
| Send Confirmation Email | Send a confirmation email to the primary contact of an account, a specific person, or all members. | Yes |
| Send Invoice Email | Send (or resend) the invoice email to the customer associated with an invoice. | Yes |
| Update Account | Update an existing account in Outseta. | Yes |
| Update Account Membership | Update a person's membership on an account — typically used to designate them as the primary contact. | Yes |
| Update Deal | Update an existing deal. | Yes |
| 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. | Yes |
| Update Person | Update an existing person in Outseta. | Yes |
Start a workflow when… (6 triggers)
- New Account Event — Triggers on account-scoped events (lifecycle, stage, billing, subscription, invoice).
- New Person Event — Triggers on person-scoped events (lifecycle, login, email engagement, list, segment, support ticket).
- New Deal Event — Triggers on deal-scoped events (lifecycle, contact/account association).
- New Task Event — Triggers on task lifecycle events (created, updated).
- New Plan Event — Triggers when a billing plan is created or updated in the Outseta catalog.
- New Add-On Event — Triggers when an add-on is created or updated in the Outseta catalog.
How Keystile protects it
Every Outseta action is checked before it runs, whether it comes from an AI tool or a workflow. 26 of its actions change data; your rules, limits and budgets decide whether each is allowed, held for a person or stopped, and it all goes into the signed record.
Use Outseta with your AI assistant — safelyClaude, Cursor or ChatGPT do the work; Keystile checks every action first.
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