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OActionOutreachUpdated May 2026

How do I create an Outreach task?

Short answer: Drop the "OutreachCreate Outreach Task" action anywhere in your workflow, map the inputs from upstream nodes, and publish.

Inputs

The fields this action accepts.

Every field can be mapped from an upstream trigger, AI step, table row, or hard-coded literal.

FieldTypeRequiredDescription
Subject
subject
stringRequiredTask subject.
Note
note
stringOptionalFree-form task body / notes.
Due At
dueAt
stringOptionalDue timestamp in ISO 8601 (UTC).
Task Type ID
taskTypeId
stringRequiredOutreach task type ID. Common defaults: 1 (Call), 2 (Email), 3 (General).
Owner User ID
ownerId
stringRequiredOutreach user the task is assigned to.
Prospect ID
prospectId
stringOptionalOptional prospect to attach the task to.
Sample request
{
"subject": "Follow up with Jane re: pricing",
"note": "{{trigger.note}}",
"dueAt": "2026-04-15T17:00:00Z",
"taskTypeId": "3",
"ownerId": "12345"
}
Returns
{
"data": {
"id": "778899",
"type": "task",
"attributes": {
"note": "She asked about enterprise pricing.",
"dueAt": "2026-04-15T17:00:00Z",
"state": "incomplete",
"subject": "Follow up with Jane re: pricing",
"createdAt": "2026-04-11T10:00:00.000Z"
}
}
}

Use these fields in downstream nodes for routing, logging, or error handling.

Triggered by

Apps that pair well as the trigger for Create Outreach Task.

Any of these apps can fire this action as part of a workflow.

FAQ

Questions about Create Outreach Task.

What does the Create Outreach Task action do in Outreach?
Creates a follow-up task for a rep (e.g., post-meeting call). For "demo completed → create the proposal-follow-up task" workflows.
What inputs does Create Outreach Task require?
Required: Subject, Task Type ID, Owner User ID. Every input accepts a static value or a variable from any upstream node in your workflow.
Can I use dynamic inputs from earlier workflow nodes?
Yes. Any field on this action can pull values from upstream nodes, whether that's a form response, a trigger payload, an AI output, or a lookup result.
What happens if Outreach returns an error?
The workflow pauses on the failed node, the error message is captured in the run log, and you can retry the run with one click. Auto-retry policies are configurable per workflow with exponential backoff up to 5 attempts.
Does Create Outreach Task support batch operations?
Yes. Run Create Outreach Task inside a Loop node to process arrays. Tiny Command handles Outreach's rate limits automatically so you don't have to throttle manually.
More actions

Other Outreach actions.

Send create outreach task from your workflows.

Triggered by anything in the catalog. Free tier available. No credit card.