Create an Outreach OAuth application
Register an application in the Outreach developer portal to obtain the Client ID and Client Secret used for OAuth 2.0 authorization.
1
Open the Outreach app management page
Sign in to Outreach and go to https://www.outreach.io/product/platform, then open the OAuth application management page for your organization.
2
Create an application
Create a new OAuth application and give it a name.
- Set the Redirect URI exactly to:
https://api.stackone.com/connect/oauth2/outreach/callback
3
Select the scopes
Enables actions: Activate Sequence, Activate Sequence Template, Advance Task, Batch Add Account Assignments, Batch Add Prospect Assignments, Batch Add Prospects To Sequence, Batch Add Tags To Accounts, Batch Add Tags To Prospects, Batch Assign Account Owner, Batch Assign Prospect Account, Batch Assign Prospect Opportunity, Batch Assign Prospect Owner, Batch Delete Custom Objects, Batch Destroy All Accounts, Batch Destroy All Prospects, Batch Finish All Prospects, Batch Modify Accounts, Batch Modify Custom Objects, Batch Modify Prospects, Batch Pause All Prospects, Batch Remove Account Assignments, Batch Remove All Account Assignments, Batch Remove All Prospect Assignments, Batch Remove Prospect Assignments, Batch Remove Tags From Accounts, Batch Remove Tags From Prospects, Bulk Upsert Custom Objects, Bulk Upsert Import, Cancel Batch, Complete Task, Confirm Batch, Create Account, Create Account Note, Create Call, Create Call Disposition, Create Call Purpose, Create Compliance Request, Create Content Category, Create Content Category Membership, Create Content Category Ownership, Create Custom Duty, Create Email Address, Create Favorite, Create Kaia Voice Import, Create Mailbox, Create Mailing, Create Opportunity, Create Opportunity Prospect Role, Create Opportunity Stage, Create Persona, Create Phone Number, Create Product, Create Profile, Create Prospect, Create Prospect Note, Create Purchase, Create Recipient, Create Role, Create Ruleset, Create Sequence, Create Sequence State, Create Sequence Step, Create Sequence Template, Create Snippet, Create Stage, Create Task, Create Task Disposition, Create Task Purpose, Create Team, Create Template, Create User, Create Webhook, Deactivate Sequence, Deactivate Sequence Template, Delete Account, Delete Account Note, Delete Call, Delete Call Disposition, Delete Call Purpose, Delete Content Category, Delete Content Category Membership, Delete Content Category Ownership, Delete Email Address, Delete Favorite, Delete Mailbox, Delete Opportunity, Delete Opportunity Prospect Role, Delete Opportunity Stage, Delete Persona, Delete Phone Number, Delete Product, Delete Profile, Delete Prospect, Delete Prospect Note, Delete Purchase, Delete Recipient, Delete Role, Delete Ruleset, Delete Sequence, Delete Sequence State, Delete Sequence Template, Delete Snippet, Delete Stage, Delete Task, Delete Task Disposition, Delete Task Purpose, Delete Team, Delete Template, Delete Webhook, Deliver Task, Finish Sequence State, Generate Import Upload Link, Get Event, Get Task Priority, Import Accounts, Import Prospects, Link Mailbox EWS Master Account, List Audit Logs, List Events, List Task Priorities, Log Task Meet In Person, Pause Sequence State, Reassign Task Owner, Reschedule Task, Resume Sequence State, Snooze Task, Test Mailbox Send, Test Mailbox Sync, Unlink Mailbox EWS Master Account, Update Account, Update Account Note, Update Call Disposition, Update Call Purpose, Update Content Category, Update Email Address, Update Mailbox, Update Opportunity, Update Opportunity Prospect Role, Update Opportunity Stage, Update Org Settings, Update Persona, Update Phone Number, Update Product, Update Profile, Update Prospect, Update Prospect Note, Update Purchase, Update Recipient, Update Role, Update Ruleset, Update Sequence, Update Sequence Step, Update Sequence Template, Update Snippet, Update Stage, Update Task, Update Task Disposition, Update Task Note, Update Task Opportunity Association, Update Task Purpose, Update Team, Update Template, Update User, Update Webhook, Validate Upload
Grant the application the scopes the connector’s actions need. Users approve these scopes on the Outreach consent screen when they connect their account.
4
Copy the Client ID and Client Secret
Copy the generated credentials and paste them into the StackOne Connector profile.
- Copy the Application ID value into the Client ID field.
- Copy the Application Secret value into the Client Secret field.
- The secret is shown only once — store it securely before leaving the page.
Creating the StackOne Connector Profile
To create the Connector Profile in StackOne for Outreach:1
Navigate to Connector Profiles
Login to StackOne and navigate to Connector Profiles
2
Create New Connector Profile
- Click + Connector Profile
- Search for and select Outreach
- Select Type as OAuth 2.0
- Fill out the fields using details retrieved from your provider:
- Client ID
- Client Secret
- Scopes (Optional)
- (Optional) Select Actions to be enabled for this Connector Profile
- Click Create profile