To setup your Outreach app in Cobalt for OAuth, you will need the following credentials from your Outreach Developer account:
  • Client ID
  • Client Secret
  • Scopes

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Pre-requisites

  1. Outreach Developer account.

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Required Settings

  • Mandatory Scopes
  1. users.read
If you haven’t already created an app in Outreach, you’d need to create one.

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Creating an app in Outreach

To create a Outreach app and acquire the above mentioned credentials, please follow the steps mentioned below:
  1. Log in to your Outreach Developer account.
  2. Click on the Create App button in the right.
Navigation for App setup
  1. Enter the App Name and App identifier > Agree to the terms and click Create.
  2. Go to Feature Selection in the side menu, select Outreach API (OAuth) under Data connectors and click Add feature.
  3. Go to your Apps catalog in Cobalt > Search for Outreach > Settings > Use your credentials > Callback Url > Copy it. Under Callback URL, click on + Add new URL and paste it.
  4. Select the mandatory scopes in the API Scopes section, as provided in your Cobalt Outreach settings page and click on the Save button.
Setting up Outreach Developer app
  1. Scroll to the top in API Access(OAuth) section and copy the OAuth Application ID and Application Secret from either Development or Production depending on requirements.
Getting Credentials

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Configuring credentials in Cobalt

App settings page lets you configure the authentication settings for an OAuth 2.0 based application. For your customers to provide you authorization to access their data, they would first need to install your application. This page lets you set up your application credentials. Setting up application client credentials Provide the acquired Client ID and Client Secret under Settings of the app and save it.

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Configuring Scopes

Cobalt lets you configure what permissions to ask from your users while they install your application. The scopes can be added or removed from the App settings page, under Permissions & Scopes section. For some applications Cobalt sets mandatory scopes which cannot be removed. Additional scopes can be selected from the drop down. Cobalt also has the provision to add any custom scopes supported by the respective platform. OAuth Scopes Once the scopes has been added to the application in Cobalt, go to your Outreach Developer account and update the scopes as added on Cobalt. Select the OAuth App created for Cobalt > Click on API Access(OAuth) under App features > Add the scopes under API Scopes as added in Cobalt > Click on Save.
If you are facing scopes missing or invalid scope error. Make sure you are not passing any custom scope not supported by the platform. And, the scopes selected here are identical to the ones selected in the platform.

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Getting Production Credentials of App

For each Outreach app, the development and production credentials are generated separately. Production credentials are provisioned after the app goes through the publishing process of Outreach and eventually a review.
To more about the Outreach App Publishing process, refer here.

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Actions and triggers

Once the above setup is completed, you can create orchestrations of your use-cases using Outreach actions and triggers. Following are the set of Outreach actions and triggers supported by Cobalt.