Outseta + Zoom 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 when every time a meeting host ends the meeting.

Triggers when a summary is available for a meeting. Note: you must be the meeting host.

Triggers when a new audio transcript has been completed after a meeting or webinar you hosted completes.

Triggers when a new participant joins a webinar or meeting.

Triggers when a new Meeting or Webinar is created.

Triggers when a new registrant is added to a meeting.

Creates a new Zoom Meeting. (Options not available here will default to user/account Zoom settings.)

Creates a new meeting registrant.

Creates a new webinar registrant.

Deletes all recordings for a specified meeting, with an option to move them to trash or permanently delete them.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

This action updates a Zoom meeting. The user will provide the meeting ID as a required field and the agenda and alternative hosts as optional fields.