Outseta + eWebinar Integrations, Built by an AI Agent

Triggers when a new subscription starts for an account

Triggers when an account is deleted

Triggers when a person is deleted

Triggers when a new account is created

Triggers when a new chat is received.

Triggers when a new deal is created

Allows you to create an account with an existing or new user. You can also specify a subscription.

This method allows you to record custom events associated to an account, people or deal. These activities would then show up on the activity feed of the corresponding entity and can be leveraged to trigger drip campaigns and other automation. For integration with drip campaigns make sure that what you pass in the Title property matches the start / stop value specified for the campaign. For engagement tracking Engagement use EntityType=1 as the engagement reports are all tied to accounts. Ensure that the EntityUid matches the Uid for the corresponding account that you want to tie the event to. For example, lets say you wanted to track engagement for a particular important action that a user takes using your product. Name the action performed in the Title, select 1 for Entity Type and make sure the EntityUid matches the account that performed the action.

Allows you to create a deal and optionally associate it with an account or a person.

This action creates a person in the Outseta CRM.

This action cancels the current subscription on an account in the Outseta CRM. By default, accounts with canceled subscriptions become expired at the end of their current terms. It is also possible to cancel the subscription immediately.

Retrieves an account record using its UID as the lookup

Triggers the first time we find that a registrant's email address does not exist or cannot receive mail. This is checked before we send, so it can fire days after they registered — use it to mark or remove the contact. NOTE: It fires once per registrant, not for every email we then skip.

Triggers when an attendee visits a page where a conversion pixel has been placed, typically a checkout confirmation page after a purchase. NOTE: Visit our Help Center to learn more about tracking conversions.

Triggers when a registrant joins a webinar session or clicks play to watch a replay. NOTE: Use WebinarFinished, WatchedWebinar, and/or WatchedReplay instead to capture all attendee activity.

Triggers when an attendee leaves a scheduled or just-in-time session before watching a specified % of the webinar video. NOTE: This trigger action does not apply to replays and fires at the end of the exit room.

Triggers when a scheduled or just-in-time session ends and the attendee has not watched any of the webinar video. NOTE: This trigger action does not apply to replays.

Triggers when an attendee sends their first chat message.

Registers new registrant for an eWebinar session

Adds email to an eWebinar access control allow list. This action requires a subscription to the advanced access control add-on and set to "Only allow certain registrants" in the webinar registration settings.