Connect to your Outreach app for OAuth.
To setup your Outreach app in Cobalt for OAuth, you will need the following credentials from your Outreach Developer account:
To create a Outreach app and acquire the above mentioned credentials, please follow the steps mentioned below:
Create App
button in the right.App Name
and App identifier
> Agree to the terms and click Create
.Feature Selection
in the side menu, select Outreach API (OAuth)
under Data connectors and click Add feature
.Apps catalog
in Cobalt > Search for Outreach
> Settings
> Use your credentials
> Callback Url
> Copy it. Under Callback URL
, click on + Add new URL
and paste it.Save
button.App settings page lets you configure the authentication settings for an OAuth 2.0
based application. For your customers to provide you authorization to access their data,
they would first need to install your application. This page lets you set up your application credentials.
Provide the acquired Client ID and Client Secret under Settings of the app and save it.
Cobalt lets you configure what permissions to ask from your users while they install your application. The scopes can be added or removed from the App settings page, under Permissions & Scopes
section.
For some applications Cobalt sets mandatory scopes which cannot be removed. Additional scopes can be selected from the drop down. Cobalt also has the provision to add any custom scopes supported by the respective platform.
Once the scopes has been added to the application in Cobalt, go to your Outreach Developer account and update the scopes as added on Cobalt.
Select the OAuth App created for Cobalt > Click on API Access(OAuth)
under App features > Add the scopes under API Scopes
as added in Cobalt > Click on Save
.
If you are facing scopes missing or invalid scope error. Make sure you are not passing any custom scope not supported by the platform. And, the scopes selected here are identical to the ones selected in the platform.
For each Outreach app, the development and production credentials are generated separately.
Production credentials are provisioned after the app goes through the publishing process of Outreach and eventually a review.
To more about the Outreach App Publishing process, refer here.
Once the above setup is completed, you can create orchestrations of your use-cases using Outreach actions and triggers. Following are the set of Outreach actions and triggers supported by Cobalt.
Accounts
Opportunity
Prospects
Stages
Users
Others
Accounts
Opportunity
Prospects
Stages
Users
Others
Connect to your Outreach app for OAuth.
To setup your Outreach app in Cobalt for OAuth, you will need the following credentials from your Outreach Developer account:
To create a Outreach app and acquire the above mentioned credentials, please follow the steps mentioned below:
Create App
button in the right.App Name
and App identifier
> Agree to the terms and click Create
.Feature Selection
in the side menu, select Outreach API (OAuth)
under Data connectors and click Add feature
.Apps catalog
in Cobalt > Search for Outreach
> Settings
> Use your credentials
> Callback Url
> Copy it. Under Callback URL
, click on + Add new URL
and paste it.Save
button.App settings page lets you configure the authentication settings for an OAuth 2.0
based application. For your customers to provide you authorization to access their data,
they would first need to install your application. This page lets you set up your application credentials.
Provide the acquired Client ID and Client Secret under Settings of the app and save it.
Cobalt lets you configure what permissions to ask from your users while they install your application. The scopes can be added or removed from the App settings page, under Permissions & Scopes
section.
For some applications Cobalt sets mandatory scopes which cannot be removed. Additional scopes can be selected from the drop down. Cobalt also has the provision to add any custom scopes supported by the respective platform.
Once the scopes has been added to the application in Cobalt, go to your Outreach Developer account and update the scopes as added on Cobalt.
Select the OAuth App created for Cobalt > Click on API Access(OAuth)
under App features > Add the scopes under API Scopes
as added in Cobalt > Click on Save
.
If you are facing scopes missing or invalid scope error. Make sure you are not passing any custom scope not supported by the platform. And, the scopes selected here are identical to the ones selected in the platform.
For each Outreach app, the development and production credentials are generated separately.
Production credentials are provisioned after the app goes through the publishing process of Outreach and eventually a review.
To more about the Outreach App Publishing process, refer here.
Once the above setup is completed, you can create orchestrations of your use-cases using Outreach actions and triggers. Following are the set of Outreach actions and triggers supported by Cobalt.
Accounts
Opportunity
Prospects
Stages
Users
Others
Accounts
Opportunity
Prospects
Stages
Users
Others