Outseta API

CRM and Customer Data Sync

Keep Outseta CRM synchronized with external systems like marketing automation, support tools, or data warehouses. POST /crm/people creates contacts, POST /crm/accounts creates company records, and POST /crm/deals tracks sales opportunities. Bidirectional sync ensures customer data stays consistent across platforms — new leads from marketing flow into Outseta, deal closures trigger subscription provisioning, and CRM updates propagate to analytics tools.

Billing and Invoice Reporting

Retrieve billing plan details and invoice data for financial reporting, revenue recognition, or customer account reviews. GET /billing/plans lists all available subscription plans, GET /billing/subscriptions retrieves active subscriptions with plan and pricing details, and GET /billing/invoices returns invoice history. Integrate with accounting systems, dashboards, or customer portals to display billing information, track MRR, or automate invoice delivery.

Email List Management and Segmentation

Programmatically manage email marketing lists and subscriber enrollment. GET /email/lists retrieves all lists, POST /email/lists/{uid}/subscriptions adds a person to a list, and DELETE removes them. Use this to segment customers by plan tier, lifecycle stage, or engagement level, then sync segments to Outseta email lists for targeted campaigns. Automate list updates based on CRM status changes, subscription events, or product usage signals.

AI Agent for Business Operations

Let an AI agent handle Outseta admin tasks — creating contacts, managing subscriptions, updating deals, and adding subscribers to email lists. Through Jentic, the agent searches by intent ('create an Outseta subscription') and loads only the required endpoints. API keys are injected at execution time, keeping credentials out of agent context.