Skip to main content

Authorization

Follow this guide to create a new Outreach credential that will allow Nexla to authenticate to and exchange data with your Outreach account.
outreach_api_auth.png

Outreach

Prerequisites​

Before creating an Outreach credential, you need to obtain your OAuth2 Client ID and Client Secret from your Outreach account. Outreach uses OAuth2 3-legged authentication, which allows Nexla to access your Outreach account on your behalf.

To prepare for OAuth2 authentication, ensure you have the following:

  1. Outreach Account: You must have an active Outreach account with appropriate permissions to register OAuth2 applications.

  2. OAuth2 Client Application: You must have an OAuth2 client application registered in your Outreach account. If you don't have one, you'll need to create it in your Outreach account settings or developer portal.

  3. Client ID and Client Secret: You need to obtain the Client ID and Client Secret from your OAuth2 client application settings in your Outreach account.

  4. Account Access: You must have administrative access or appropriate permissions to register OAuth2 applications and authorize access to your Outreach account.

  5. OAuth Authorization: During the credential creation process, you will be redirected to Outreach's authorization page to grant Nexla permission to access your Outreach account. You will need to sign in with your Outreach account and approve the authorization request.

The OAuth2 flow uses your OAuth2 client application to authenticate with Outreach. When you authorize Nexla, you grant permission for Nexla to access your Outreach account data based on the requested scopes (e.g., accounts.all, opportunities.all, prospects.all). The authorization includes access to read and manage data in your Outreach account. For detailed information about OAuth2 authentication, available scopes, and API access, refer to the Outreach API documentation.

Create an Outreach Credential​

  • To create a new Outreach credential, after selecting the data source/destination type, click the Add Credential tile to open the Add New Credential overlay.

New Credential Overlay – Outreach

OutreachCred.png

Credential Name & Description​

  1. Enter a name for the credential in the Credential Name field and a short, meaningful description in the Credential Description field.

    Resource descriptions are recommended but are not required. They should be used provide information about the resource purpose, data freshness, etc. that can help the owner and other users efficiently understand and utilize the resource.

OAuth2 Client Configuration​

Outreach uses OAuth2 3-legged authentication to securely access your Outreach account. You need to configure your OAuth2 client application credentials.

  1. Enter your OAuth2 Client ID in the Client ID for Authorization field. This is the Client ID you obtained from your Outreach OAuth2 client application settings. The Client ID is used in the OAuth2 authorization flow to identify your application.

  2. Enter your OAuth2 Client Secret in the Client Secret field. This is the Client Secret you obtained from your Outreach OAuth2 client application settings. The Client Secret is used in the OAuth2 token exchange and is sensitive information that must be kept confidential.

  3. Select the OAuth2 scopes in the Scope field. The default scopes include accounts.all, opportunities.all, prospects.all, profiles.all, tasks.all, teams.all, stages.all, users.all, and opportunityStages.all. You can select multiple scopes based on the Outreach API resources you need to access. The scopes determine which Outreach API capabilities Nexla will have access to.

OAuth2 Authentication​

  1. Click the Authorize button to begin the OAuth2 authorization process. You will be redirected to Outreach's authorization page.

  2. Sign in to your Outreach account using your Outreach account credentials.

  3. Review the permissions that Nexla is requesting. These permissions allow Nexla to access your Outreach account data based on the selected scopes.

  4. Click Accept or Authorize to grant Nexla permission to access your Outreach account.

  5. After authorization, you will be redirected back to Nexla, and the credential will be automatically configured with the OAuth2 tokens.

    OAuth2 authentication uses your OAuth2 client application to securely access your Outreach account. When you authorize Nexla, you grant permission for Nexla to access your Outreach account data based on the requested scopes (e.g., accounts.all, opportunities.all, prospects.all). The authorization includes access to read and manage data in your Outreach account.

    The OAuth2 tokens (access token and refresh token) are automatically managed by Nexla. The access token is used to authenticate API requests, and the refresh token is used to obtain new access tokens when they expire. Tokens are automatically refreshed as needed to maintain access to your Outreach account.

    If you need to revoke access, you can do so in your Outreach account settings under OAuth2 applications or Connected apps. For detailed information about OAuth2 authentication, available scopes, and API access, see the Outreach API documentation.

Save the Credential​

  1. Once all of the relevant steps in the above sections have been completed, click the Save button at the bottom of the overlay to save the configured credential.

  2. The newly added credential will now appear in a tile on the Authenticate screen during data source/destination creation and can be selected for use with a new data source or destination.