Google Sheets integration with Outseta
How to Create deals in Outseta from new Google Sheets rows
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create deals in Outseta from new Google Sheets rows" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Outseta integrations
Outseta actions
Nekton can use any feature that is available in Outseta API.
Using our advanced AI, you can easily create custom automations for Outseta.
Here are some typical actions you can do in your automated workflows.
Add Custom Activity
Add Person
This action creates a person in the Outseta CRM.
Retrieve Account
Retrieves an account record using its UID as the lookup
Update Account
This action updates an account in the Outseta CRM.
Update Person
This action updates a person in the Outseta CRM.
Find or Add Person
Retrieves a person record using an email address as the lookup
About Outseta
Outseta is a technology stack for early stage SaaS companies. The platform fully integrates CRM, subscription billing & management, and customer success tools (email, chat, help desk).