Outlign API

Name: Outlign API API
Brand: Outlign API
Availability: InStock

✓ Official Vendor SpecProject ManagementWorkflowapiKey11 EndpointsREST

For Agents

Manage Outlign companies, clients, projects, project templates, phases, and steps programmatically for professional services workflow automation.

Connect the Outlign API to your agent

Jentic One is a self-hosted execution layer for AI agents. It lets your agent call the Outlign API, or any other public or private API you need. You set the rules, the agent never sees your credentials, and every call is logged.

Install Jentic One Beta (Self-Hosted)

Jentic One Host machine

# On the machine that will host your Jentic One instance:
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh

Agent machine

# On the machine where your agent runs (keep this separate from the instance):
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh
jentic register       # connects your agent to your Jentic One instance

Jentic One is in public beta. The setup above keeps your agent separate from the instance, which is what you want before using real credentials: an agent running as the same OS user as Jentic One can read its stored keys directly. Just evaluating? A single local install is fine to start. See the secure deployment guide for the tiers.

Capabilities

What an agent can do with Outlign API API.

List and retrieve company accounts within the Outlign workspace

Create, read, update, and delete client records associated with companies

Create, read, update, and delete projects tied to clients and companies

Manage project templates for repeatable workflows and engagements

GET STARTED

Start building with Outlign API API

Explore with Jentic

View OpenAPI Document

Outlign is a project management platform designed for professional services firms to manage client work, project phases, and repeatable workflows. The API provides full CRUD operations for companies, clients, projects, project templates, phases, and steps (tasks). Use it to automate project creation from templates, track project phases across client engagements, manage client records, and integrate Outlign project data with other business systems like CRMs, time tracking, or billing platforms.

Use Cases

Patterns agents use Outlign API API for, with concrete tasks.

★ Automated Project Onboarding from CRM

When a deal closes in a CRM like Salesforce or HubSpot, automatically create a corresponding Outlign client and project. POST /clients creates the client record with company_id, then POST /projects creates the project tied to that client. Use GET /project-templates to list available templates and instantiate a project from a template if the engagement follows a standard workflow (e.g., onboarding, implementation, consulting). This eliminates manual project setup and ensures every client engagement starts with the correct phase and task structure.

POST /clients with title and company_id from CRM contact data, then POST /projects with the client_id and template_id to instantiate a project from a template.

Project Phase and Task Management

Manage the lifecycle of client engagements by creating and updating project phases and steps. GET /projects retrieves all projects, POST /phases adds a new milestone or stage, and POST /steps creates individual tasks within a phase. Update steps with PUT /steps/{id} as work progresses, or delete with DELETE /steps/{id} when tasks are canceled. This allows agents to track project status, generate phase-level reports, or trigger notifications when a phase completes.

POST /phases with a phase name and project_id, then POST /steps with step details (name, description, due date) tied to the phase. Retrieve phase and step status with GET /phases and GET /steps.

Template-Based Workflow Standardization

Build a library of project templates for common engagement types (onboarding, audit, consulting, implementation) and instantiate them programmatically. GET /project-templates lists all templates, POST /project-templates creates a new reusable template with predefined phases and steps, and POST /projects with a template_id clones the template structure into a new project. This ensures consistency across client engagements and reduces setup time for recurring project types.

POST /project-templates with phases and steps for a standard engagement type, then POST /projects with template_id to instantiate a new project for a client from that template.

Client Portfolio Management

Maintain a centralized client directory across multiple companies within the Outlign workspace. GET /clients retrieves all clients with optional filters for company_id or title, POST /clients creates new client records, and PUT /clients/{id} updates client information as relationships evolve. This supports multi-company agencies or consulting firms managing client portfolios across business units, enabling agents to query client status, generate client lists, or sync client data with billing or CRM systems.

GET /clients with company_id filter to retrieve clients for a specific business unit, then POST /clients to add new clients or PUT /clients/{id} to update existing records.

AI Agent for Project Operations

Let an AI agent handle Outlign project admin tasks — creating clients, setting up projects from templates, adding phases and steps, and querying project status. Through Jentic, the agent searches by intent ('create an Outlign project from a template') and loads only the required endpoints. Authentication credentials are injected at execution time, keeping them out of agent context.

Use the Jentic search query 'create an Outlign project from a template' to find POST /projects, load its schema, and execute with client_id and template_id provided by the user.

Key Endpoints

11 endpoints — outlign is a project management platform designed for professional services firms to manage client work, project phases, and repeatable workflows.

METHOD

PATH

DESCRIPTION

GET

/companies

List all companies in the workspace

POST

/clients

Create a new client record

POST

/projects

Create a new project, optionally from a template

GET

/project-templates

List all project templates

POST

/phases

Add a phase to a project

POST

/steps

Create a step (task) within a phase

PUT

/clients/{id}

Update a client record

GET

/companies

List all companies in the workspace

POST

/clients

Create a new client record

POST

/projects

Create a new project, optionally from a template

GET

/project-templates

List all project templates

POST

/phases

Add a phase to a project

Why though Jentic?

Three things that make agents converge on Jentic-routed access.

Credential isolation

Outlign API keys are stored encrypted in the Jentic vault and injected as request headers at execution time. Raw keys never appear in agent prompts, transcripts, or response payloads.

Intent-based discovery

Agents search by intent such as 'create an Outlign project from a template' or 'add a phase to a project' and Jentic returns the matching endpoint with its schema and any required path parameters.

Time to first call

Direct Outlign integration: 1-2 days to model companies, clients, projects, templates, phases, and steps. Through Jentic: under 30 minutes — search, load schema, execute.

Related APIs

Alternatives and complements available in the Jentic catalogue.

Alternative

Asana API

Asana offers task and project management with a broader feature set for general project tracking.

Choose Asana for general project management; choose Outlign for professional services firms with client-centric project structures.

Alternative

ClickUp API

ClickUp provides highly customizable project management with task hierarchies and multiple views.

Use ClickUp for flexible, all-purpose project management; use Outlign for structured client engagement workflows.

Alternative

monday.com API

monday.com is a visual work OS with boards and workflows for team collaboration.

Choose monday.com for visual workflow management; choose Outlign for phase-based client project tracking.

FAQs

Specific to using Outlign API API through Jentic.

What authentication does the Outlign API use?

The Outlign API uses API key authentication passed in request headers. Through Jentic, API keys are stored encrypted and injected at execution time, keeping them out of agent prompts and transcripts.

Can I create projects from templates via the API?

Yes. GET /project-templates retrieves available templates, then POST /projects with a template_id parameter instantiates a new project with the template's predefined phases and steps.

How do I manage tasks within an Outlign project?

Tasks are represented as 'steps' in the API. POST /steps creates a new task tied to a phase, GET /steps retrieves all steps, and PUT /steps/{id} updates a step's details. DELETE /steps/{id} removes a step.

Can I filter clients by company?

Yes. GET /clients accepts a company_id query parameter to retrieve only clients associated with a specific company within the Outlign workspace.

Is the Outlign API free?

API access is included with Outlign subscriptions. Pricing depends on the Outlign plan tier and is independent of API usage volume.

How do I integrate Outlign with a CRM like Salesforce?

Use POST /clients to create Outlign client records when deals close in Salesforce, then POST /projects to initiate a project for that client. Sync client and project status bidirectionally using webhooks or scheduled jobs.