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Overview

Phinite’s Outreach predefined tool lets workspace assistants call Outreach APIs through DevStudio after you save a connection under Integrations → Predefined tools. Manage Outreach.io sales-engagement resources — prospects, accounts, sequences, sequence enrollments, mailboxes, tasks, calls, and users — via the Outreach REST API.
Predefined tools require a saved connection before they appear in Graph Studio’s tool picker. See Predefined Tools in GraphStudio.

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What this integration enables

  • Automate workflows using this predefined tool from agent graphs
  • Connect once under Integrations and reuse across assistants
  • Enable individual subtools per agent in Graph Studio

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Required credentials

  • Access Token access_token (required)

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Setup steps

  1. In Outreach go to Settings → API and create OAuth or S2S credentials per your integration type.
  2. Log into your Phinite workspace at app.phinite.ai
  3. Navigate to Integrations → Predefined tools
  4. Select Outreach
  5. Click + Add Configuration
  6. Enter the credential fields listed above
  7. Select assistants that should use this connection
  8. Click Save Configuration

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Configure in Graph Studio

  1. Open an agent in Graph Studio
  2. Select the agent node → Tools tab → Add a new tool
  3. Choose OutreachTool (or search for Outreach)
  4. Select your saved connection or add a new one
  5. Enable the subtools your workflow needs and save

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Predefined tools

Phinite provides 28 subtools for Outreach:
  • Create Prospect: Creates a prospect (a contact at an account). Provide at least an email or a name.
  • Get Prospect: Fetches a single prospect by ID.
  • List Prospects: Lists/searches prospects. Filter with the filters map.
  • Update Prospect: Updates a prospect’s attributes (partial update via PATCH).
  • Delete Prospect: Permanently deletes a prospect by ID.
  • Create Account: Creates an account (a company/organization record).
  • Get Account: Fetches a single account by ID.
  • List Accounts: Lists/searches accounts. Filter with the filters map.
  • Update Account: Updates an account’s attributes (partial update via PATCH).
  • Delete Account: Permanently deletes an account by ID.
  • Get Sequence: Fetches a single sequence by ID.
  • List Sequences: Lists sequences. Filter with the filters map.
  • Add Prospect To Sequence: Enrolls a prospect into a sequence by creating a sequenceState.
  • Get Sequence State: Fetches a single sequence state (enrollment) by ID.
  • List Sequence States: Lists sequence states (enrollments). Filter with the filters map.
  • Delete Sequence State: Removes a prospect from a sequence by deleting the sequenceState by ID.
  • Get Mailbox: Fetches a single mailbox by ID.
  • List Mailboxes: Lists mailboxes (sending email accounts).
  • Create Task: Creates a task. Provide the action (e.g. call, email, general).
  • Get Task: Fetches a single task by ID.
  • List Tasks: Lists/searches tasks. Filter with the filters map.
  • Update Task: Updates a task’s attributes (partial update via PATCH).
  • Delete Task: Permanently deletes a task by ID.
  • Create Call: Logs a call against a prospect.
  • Get Call: Fetches a single call by ID.
  • List Calls: Lists/searches calls. Filter with the filters map.
  • Get User: Fetches a single Outreach user (team member) by ID.
  • List Users: Lists Outreach users (team members). Filter with the filters map.

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Documentation & resources

  • Official documentation: https://developers.outreach.io/api/reference/overview/
  • Phinite documentation: Outreach

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Notes

  • Store API keys and tokens securely; many providers show secrets only once
  • Use separate connections for Dev, UAT, and Prod environments where possible
  • Test with a minimal subtool call after saving credentials