Outpost Zapier integrationAutomate Outpost with Zapier.
Outpost Zapier integration: 0 triggers and 1 action, Create Company, to feed your deal flow from the tools where companies first show up. Below: what that action does, what it costs in tasks, how to connect the account and how to start a Zap anyway.
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What the Outpost Zapier integration does for your deal flow
The Outpost Zapier integration links Outpost, a platform for managing deal flow, to Zapier, the service that runs automations between apps. It works in one direction: other tools can create companies in Outpost, so a startup spotted in a form, a sheet or an inbox lands in your pipeline without being typed twice.
With a single action, the value comes from what you put in front of it. Three setups make sense. A submission form: each founder who applies through your form becomes a company in Outpost through Create Company. A scouting sheet: analysts list targets in a shared spreadsheet, and every new row turns into a company. A referral inbox: an email tool that parses incoming intros hands the company name to Outpost.
Now the limits, stated plainly. Outpost has no trigger on Zapier, so nothing that happens inside Outpost can start a Zap: no alert when a deal moves, no copy of a new company elsewhere. There is no search step either, so a Zap cannot check whether a company already exists before creating it, and no update or delete action. Every Zap therefore starts in another app, and that app's trigger decides how fast things move.
If you are still weighing tools, the Make vs Zapier comparison and the Zapier alternatives page are there too.
Zapier vocabulary in plain words
A handful of words come back on every Zapier screen. Here they are once, in ordinary language.
- Zap
- The automation you build on Zapier: one trigger, then one or more actions that run each time the trigger event happens.
- Trigger
- The event in an app that starts the Zap. Outpost has none, so it always comes from another tool, such as a form or a sheet.
- Action
- What the Zap does once it has started: the step that writes, sends or moves something for you, here a new company in Outpost.
- Task
- The unit Zapier bills. One task is one action your Zap completes successfully, and your plan is a count of those.
- Polling vs instant
- Polling: Zapier checks the app on a timer and keeps only new items. Instant: the app itself calls Zapier when the event happens.
- Filter
- A step that lets the Zap go on only when what arrived meets the condition you set, and stops it there otherwise.
- Multi-step Zap
- Any Zap beyond one trigger and one action. A second action or a filter makes one, and it then needs a paid plan.
What an Outpost Zap really costs
Zapier does not reserve Outpost for paid plans: it runs from the free plan. What you spend is tasks, and only completed actions produce them.
- Trigger and checks0 tasks
- Completed Create Company1 task
- Failed action0 tasks
- Free plan100 tasks a month, two-step Zaps
The trigger of the starting app never costs a task, and neither do Zapier's checks on it. Each Create Company that works counts as one task; one that fails is not counted. The free plan gives 100 tasks a month and unlimited Zaps, but two-step Zaps only: a form trigger plus Create Company fits, while a filter makes the Zap multi-step and needs a paid plan. If the starting trigger is a polling one, the grid below sets how long a new item waits before Outpost sees it.
Connect your Outpost account in three steps
- 01
Open the Apps page
In your Zapier account, open Apps and click + Add connection. A connection is your Outpost account linked to Zapier once, then reused by every Outpost step in every Zap.
- 02
Pick Outpost
Type Outpost in the search box of the dialog, choose it from the results, then click Add connection. To go further you need an Outpost account of your own to sign in with.
- 03
Sign in and grant access
Outpost opens in a new tab. Sign in, then grant Zapier access to the account. If your Zaps will add companies to a workspace you do not own, check first that this account has write access there.
Your first Outpost Zap: scouting sheet to deal flow
GoalEach new row in your scouting spreadsheet is checked against a condition you choose, then created as a company in Outpost.
- 01
Pick the starting app
Start a new Zap. Outpost has no trigger, so choose the app where companies first appear, here your scouting spreadsheet, and its new-row event.
- 02
Test the trigger
Run the trigger test. Zapier brings back the three most recent items from that account, so you build the rest of the Zap on a real row rather than an empty sample.
- 03
Add the filter
From the plus icon, add a Filter step and fill its three boxes: the field to look at, the rule, the value to compare with. It keeps half-filled rows out of your pipeline.
- 04
Add Create Company
Add Outpost as the action, choose Create Company and select your connection. Map the Company Name field to the column that holds the name: it is required.
- 05
Test, then publish
Test each step and read what came back. When the company shows up in Outpost, click Publish to switch the Zap on. With its filter, this Zap is multi-step and runs on a paid plan.
The Outpost action on Zapier
Outpost gives you 1 action. For each one: what it does for you, when to reach for it, and what to watch out for.
Create Company
ActionIn Zapier“Action for creating company in outpost.”
Create Company adds a company to your Outpost deal flow, using data gathered by the earlier steps of the Zap. It is the only door into Outpost from Zapier, so every automated entry goes through it.
When an Outpost Zap breaks
Zapier links no help article to Outpost and lists no limit specific to the app. What goes wrong comes from Zapier itself and from the app that starts the Zap.
Three cases to know before you publish. To trace a run that failed, there is a page on Zapier troubleshooting.
Older entries are not picked up
A Zap only reacts to what happens after it is switched on. Rows, forms or emails from before you published never reach Outpost; moving that backlog is a separate job.A bulk import is held back
Pasting hundreds of rows into the scouting sheet can make its trigger return a huge batch at once. Zapier's flood protection can then hold that batch back.Duplicates come from the source
On a polling trigger, Zapier keeps track of what it has seen, so one row does not start the Zap twice. A company entered twice at the source still arrives twice.
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