Outreach Insights (Preview)

  • Reference

Bring critical insights from engagements & conversations for a deal in the flow of work for the reps. Sellers access these insights within Outlook, Teams and other communication apps to drive better engagement with the stakeholders and close deals faster.

This connector is available in the following products and regions:

Service Class Regions
Logic Apps Standard All Logic Apps regions except the following:
     -   Azure Government regions
     -   Azure China regions
     -   US Department of Defense (DoD)
Contact
Name Outreach
URL https://www.outreach.io/
Email sushant.potdar@outreach.io
Connector Metadata
Publisher Outreach
Website https://www.outreach.io/
Privacy policy https://www.outreach.io/privacy-statement
Categories AI;Data
BrandColor #5951FF

Prerequisites

You will need the following to proceed:

  • A Microsoft Power Apps or Power Automate plan with custom connector feature
  • An Azure subscription
  • The Power platform CLI tools

Outreach OAuth 2.0 App Setup

You will need to follow the steps

  • Create an App in Outreach UI and get it approved from Outreach Admin
  • Create the Client ID and Client Secret
  • Keep this App handy so that, you can add your refresh URL to get the data

Deploying the sample

Run the following commands and follow the prompts:

paconn create --api-def apiDefinition.swagger.json --api-prop apiProperties.json --secret <client_secret>

How to install paconn cli tool and download custom connector artefacts.

  1. Install python
  2. python3 -m pip install paconn --break-system-packages
  3. paconn login
  4. paconn download

Supported Operations

The connector supports the following operations:

  • List keys: List keys in the specified vault
  • Get key: Gets the public part of a stored key
  • Create key: Creates a new key
  • Decrypt data: Decrypts a single block of encrypted data
  • Encrypt data: Encrypts an arbitrary sequence of bytes using an encryption key
  • List secrets: List secrets in a specified key vault
  • Get secret: Get a specified secret from a given key vault
  • Create or update secret value: Sets a secret in a specified key vault
  • List secret versions: List all versions of the specified secret
  • Get secret version: Get the value of a specified secret version from a given key vault

Throttling Limits

Name Calls Renewal Period
API calls per connection 100 60 seconds

Actions

Get Outreach Insights

This action gets additional sales insights related to a CRM record that will be shown in the C4S record summary card. The action enhances the existing skills of copilot for sales.

Get Outreach Insights

Operation ID:
Get-Outreach-Insights

This action gets additional sales insights related to a CRM record that will be shown in the C4S record summary card. The action enhances the existing skills of copilot for sales.

Parameters

Name Key Required Type Description
Record Type
 recordType True string

This input indicates the entity or object type in CRM for which insights are requested.
Record ID
 recordId True string

This input indicates the unique identifier of the CRM record for which insights are requested.

Returns

Body
ActivityListResponseEnvelope

Definitions

Activity

Name Path Type Description
title
 title string

This output indicates the title of the activity in the citation card
description
 description string

This output indicates the description of the insight
dateTime
 dateTime string

This output indicates the time associated with the insight
url
 url string

This output indicates the URL to open insight
additionalProperties
 additionalProperties object

This output indicates additional properties displayed in the detailed view of the insight

ActivityListResponseEnvelope

Name Path Type Description
value
 value array of Activity
hasMoreResults
 hasMoreResults boolean

This indicates whether there are more results to be fetched in subsequent calls