Chat with us, powered by LiveChat

Get a quick quote with our pricing calculator

Knowledge Base

Browse our knowledge base articles to quickly solve your issue.

Knowledgebase articles

Sync Tasks/Activities from Workbooks to Outreach

NOTE: This integration is currently in BETA only and not available on the Script Library at this time. The functionality on these pages may change without warning. Please contact us if you would like to be involved in testing this integration.

Tasks in Outreach are synchronised back to Workbooks as Tasks/Activities via the Scheduled Process called Outreach Send/Receive. This automated process is created via the plugin installation. Both newly created, and recently updated Tasks are synchronised to Workbooks.

If a new Task is created/updated in Workbooks, the integration sets the following fields on Tasks:

Workbooks Field Outreach Field Workbooks Value
Assigned To Username Name of the person who the person or opportunity is assigned to
Description Notes Description of the Task
Due Due At The date when the Task is due
Type Linked Action The type of Task i.e. ‘To do’, ‘Phone Call’
Status State The status of the Task i.e. ‘Complete

Tasks are automatically created via the Scheduled Process. When Tasks are created and synced to Workbooks, they are related to the associated Person, Organisation and Opportunity.