Outreach

Outreach is a sales engagement platform that helps sales teams automate and personalize their communication with prospects. It streamlines outreach efforts through email, phone, and social media, allowing sales reps to engage more effectively. Sales development representatives (SDRs) and account executives (AEs) are typical users.

Official docs: https://developers.outreach.io/

Outreach Overview

• Account
• Sequence
• SequenceState
• Mailbox
• User
• Opportunity
• Call
• Task
• ContentCategory
• Snippet
• Template
• Schedule
• Ruleset
• Rule
• Profile
• Phone Number
• Subscription
• Recording
• Engagement
• BulkResult
• List
• Lifecycle
• Meeting
• Event
• Persona
• Settings
• Tag
• Note
• Deal
• Deal Stage
• Deal Source
• AI Insights
• Custom Object
• Custom Field
• Filter
• View
• Smart View
• Role
• Group
• Permission
• Automation
• Integration
• Plugin
• Addon
• Notification
• Report
• Dashboard
• Goal
• Forecast
• Billing
• Support Ticket
• Knowledge Base Article
• Training Module
• Certification
• API Key
• Audit Log
• Data Export
• Data Import

Use action names and parameters as needed.

Working with Outreach

This skill uses the Membrane CLI to interact with Outreach. Membrane handles authentication and credentials refresh automatically — so you can focus on the integration logic rather than auth plumbing.

Install the CLI

Install the Membrane CLI so you can run membrane from the terminal:

npm install -g @membranehq/cli

First-time setup

membrane login --tenant

A browser window opens for authentication.

Headless environments: Run the command, copy the printed URL for the user to open in a browser, then complete with membrane login complete <code>.

Connecting to Outreach

1. Create a new connection:

   membrane search outreach --elementType=connector --json
   

   Take the connector ID from output.items[0].element?.id, then:

   membrane connect --connectorId=CONNECTOR_ID --json
   

   The user completes authentication in the browser. The output contains the new connection id.

Getting list of existing connections

When you are not sure if connection already exists:

1. Check existing connections:

   membrane connection list --json
   

   If a Outreach connection exists, note its connectionId

Searching for actions

When you know what you want to do but not the exact action ID:

membrane action list --intent=QUERY --connectionId=CONNECTION_ID --json

This will return action objects with id and inputSchema in it, so you will know how to run it.

Popular actions