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Intro

Outreach is a sales communication platform that makes your team’s communication workflows faster and reveals the performance insights that make them more effective at selling. To learn more about the Outreach API, visit their page (https://www.outreach.io/product/platform#api ). You connect to your Outreach account in the Data Center. This topic discusses the fields and menus that are specific to the Outreach connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

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Prerequisites

To connect to your Outreach account and create a DataSet, you must have the username and password associated with your Outreach account.

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Connecting to Your Outreach Account

This section enumerates the options in the Credentials and Details panes in the Outreach Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

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Credentials Pane

The Domo Outreach connector uses OAuth to connect, so there is no need to enter credentials within Domo. Click Connect (or select Add Account if you have existing Outreach accounts in Domo) to open the Outreach OAuth screen where you can enter your Outreach username and password. Once you have entered valid Outreach credentials, you can use the same account any time you go to create a new Outreach DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.
Note: If you are already logged into Outreach when you connect in Domo, you are authenticated automatically when you click Add account. If you want to connect to an account that is different from the one you are logged into, you must first log out of Outreach.

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Details Pane

This pane contains a primary Reports menu, along with various other menus which may or may not appear depending on the report type you select.

Menu

Description

Report

Select the Outreach report you want to run. The following reports are available:

Accounts

Retrieves details about accounts used to categorize prospects.

Audits

Retrieves details about audit events that happen during the day. Things like login, plugin mapping changes, etc.

Call Dispositions

Details about call dispositions used to categorize calls.

Call Purposes

Details about call purposes used to categorize calls.

Calls

Retrieves details about inbound and outbound calls.

Content Category Membership

Retrieves details about content category membership. Use this report to map content to a content category.

Content Category Ownership

Retrieves details about content category ownership. use this report to map content to content owners.

Content Category

Retrieves details about content categories.

Custom Duties

Retrieves details about custom duties, which are freeform user-specified roles or job duties played by a user in their organization.

Duty

Retrieves details about duties

Email Address

Retrieves details about prospect’s email addresses.

Event

Retrieves details about application events.

Favorite

Retrieves details about favorites.

Mail Alias

Retrieves details about mail aliases.

Mailbox

Retrieves details about mailboxes.

Mailings

Retrieves details about emails.

Messenger Conversation

Retrieves details about messenger conversations.

Messenger Message

Retrieves details about messenger messages.

Opportunities

Retrieves details about opportunities.

Opportunity Prospect Role

Retrieves details about opportunity prospect roles.

Opportunity Stage

Retrieves details about opportunity stages.

Personas

Retrieves details about personas used to categorize prospects.

Phone Number

Retrieves details about prospect’s phone numbers.

Profile

Retrieves details about profiles.

Prospects

Retrieves details about prospects associated with a logged in user.

Recipient

Retrieves details about recipients.

Role

Retrieves details about roles, which are where an individual falls within the organizational structure.

Rulesets

Retrieves details about rulesets applied to sequences.

Sequence States

Retrieves details about sequence states for a prospect

sequence Steps

Retrieves details about steps in sequences

Sequence Template

Retrieves details about sequence templates.

Sequences

Retrieves details about sequences.

Snippet

Retrieves details about snippets, a piece of email to be reused in multiple messages.

Stages

Retrieves details about stages used to categorize prospects.

Task Priority

Retrieves details about priorities used to categorize tasks.

Tasks

Retrieves details about tasks.

Team

Retrieves details about teams.

Template

Retrieves details about email templates.

Users

Retrieves details about users.
Outcome Select whether you want to retrieve all outcomes, only answered outcomes or only non-answered outcomes.
Mailing Type Select whether to retrieve data for all mailing types or only a specific type (campaign, sequence, or single).
Action Select whether to retrieve data for all task action types or only a specific type (action items, calls, emails, or in-person).
State Select the task state you want to retrieve data for.
Type Select whether to retrieve data for all task types or only a specific type (follow-up, manual, no-reply, open sequence, call sequence, email sequence, task sequence, or touch).
Include Email Body? Select True to include the email body in your report data.
Date Filter Select whether to filter dates based on the creation date or the date when updates were last made.

Duration

Select whether you want to pull data for a single date (e.g. January 23) or a date range (e.g. January 23-31).

Report Date

Select whether the report data is for a specific date or for a relative number of days back from today. If you choose Specific , the report will always pull data for the selected date whenever it runs. If you choose Relative , the report will pull data for the entered number of back days whenever it runs. For example, if you selected Relative and entered 7 for the number of days back, each time the report ran it would pull data for the last 7 days.

Specific Date

Select the specific date you want to pull data for.

Days Back

Enter the number of past days that should appear in the report. The report will pull data for this number of past days whenever it runs. For example, if you entered 7 here, each time the report ran it would pull data for the last 7 days.

Start Date

Specify whether the first date in your date range is a specific or relative date. You select the last date in your range in End Date .

End Date

Specify whether the second date in your date range is a specific or relative date. You select the first date in your range in Start Date .

Specific Start Date

Select the first date in your date range.

Specific End Date

Select the second date in your date range.

Days Back to Start From

Enter the number of the farthest day back that should be represented in the report. Combine with Days Back to End At to create a range of represented days.

For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At , the report would contain data for 10 days ago up until 5 days ago.

Days Back to End At

Enter the number of the most recent day back that should be represented in the report. Combine with Days Back to Start From to create a range of represented days.

For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At , the report would contain data for 10 days ago up until 5 days ago.

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Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.

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FAQ

This connector uses version 2 of the Outreach API (https://api.outreach.io/api/v2).
Report Name Endpoint URL(s)
Accounts /accounts
Audits /audits
Call Dispositions /callDispositions
Call Purposes /callPurposes
Calls /calls
Content Category Membership /contentCategoryMemberships
Content Category Ownership /contentCategoryOwnerships
Content Category /contentCategories
Custom Duties /customDuties
Duty /duties
Email Address /emailAddresses
Event /events
Favorite /favorites
Mail Alias /mailAliases
Mailbox /mailboxes
Mailings /mailings
Messenger Conversation /messengerConversations
Messenger Message /messengerMessages
Opportunities /opportunities
Opportunity Prospect Role /opportunityProspectRoles
Opportunity Stage /opportunityStages
Personas /personas
Phone Number /phoneNumbers
Profile /profiles
Prospects /prospects
Recipient /recipients
Role /roles
Rulesets /rulesets
Sequence States /sequenceStates
Sequence Steps /sequenceSteps
Sequence Template /sequenceTemplates
Sequences /sequences
Snippet /snippets
Stages /stages
Task Priority /taskPriorities
Tasks /tasks
Team /teams
Template /templates
Users /users
You need the email address and password of your Outreach account.
Outreach has previously had a known issue with their OAuth popup window. This requires you to login into Outreach in a separate tab, then create a Domo Outreach account. For the step-by-step instructions for obtaining a client id, see Outreach OAuth Documentation.Redirect URL: https://oauth.domo.com/api/data/v1/oauth/providers/outreach.
Domo’s Outreach connector uses OAuth, which authenticates the account without Domo ever having access to your Outreach account credentials.
As often as needed.
The Outreach API is rate limited on a per-user basis, with a fixed limit of 5,000 requests per one hour period.
If you are already logged into Outreach when you connect to Domo, you are authenticated automatically as you click Add Account. If you want to connect to an account that is different from the one you are logged into, you must first log out of Outreach.