Outseta

• New personRuns when a person is added to your Outseta CRM: a sign-up, a list subscriber or someone added by hand. People already there when the workflow is turned on don't start it.
• New accountRuns when an account (a customer) is added to Outseta, such as a new sign-up. Accounts already there when the workflow is turned on don't start it.
• Account updatedRuns when an account changes in Outseta: its name, billing stage, subscription, people or anything else on it.
• New support ticketRuns when a support ticket is opened in Outseta, by email, chat, the website or a workflow.

• List peopleList the people in your Outseta CRM, newest first, optionally matched on name or email and the date they were added.
• Get personGet one person with their contact details and the accounts they belong to.
• Create personAdd a person to your Outseta CRM with their name, job title, phone numbers and custom properties.
• Update personChange a person's email, name, job title, phone numbers or custom properties. Fields left empty stay as they are.
• Delete personDelete a person from your Outseta CRM.
• List accountsList your Outseta accounts (your customers), newest first, by name, billing stage and the date they were added.
• Get accountGet one account with its billing stage, people and current subscription.
• Create accountAdd an account to Outseta, with its primary contact found or added by email. It starts without a subscription.
• Update accountRename an account or set its custom properties.
• Delete accountDelete an account from Outseta. Its people are kept.
• List plansList the plans people can subscribe to, with their monthly, yearly and one-time prices and trial length.
• List subscriptionsList subscriptions with their plan, account, start and renewal dates, filtered by status, account or plan.
• List invoicesList invoices, newest first, with their amounts and payment status, filtered by status and invoice date.
• List email listsList your Outseta email lists with how many people subscribe to each.
• Add to email listSubscribe someone to an email list by their email address, adding them as a person if they are new. No welcome email unless switched on.
• Remove from email listTake someone off an email list, found by their email address.
• List support ticketsList support tickets, newest first, by text and status.
• Create support ticketOpen a support ticket from a person, found or added by email. No automatic reply is sent unless switched on.
• Delete support ticketDelete a support ticket with its replies and notes, for good.
• Add custom activityRecord something that happened on a person, account or deal's activity feed in Outseta. A matching title can start or stop a drip campaign.

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