> ## Documentation Index
> Fetch the complete documentation index at: https://docs.refold.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Setup

> Connect to your Outreach app for OAuth.

To setup your Outreach app in Refold for OAuth, you will need the following credentials from your [Outreach Developer account](https://developers.outreach.io/apps/):

* Client ID
* Client Secret
* Scopes

### Pre-requisites

1. Outreach Developer account.

### Required Settings

* **Mandatory Scopes**

1. users.read

<Info>If you haven't already created an app in Outreach, you'd need to create one.</Info>

### 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](https://developers.outreach.io/apps/).
2. Click on the `Create App` button in the right.

<img height="200" src="https://mintcdn.com/cobalt-55/JZIwRzAqkgW8vPoP/images/Outreach/outreach_navigation.png?fit=max&auto=format&n=JZIwRzAqkgW8vPoP&q=85&s=27de039294417f5aa7470854a2699827" alt="Navigation for App setup" data-path="images/Outreach/outreach_navigation.png" />

3. Enter the `App Name` and `App identifier` > Agree to the terms and click `Create`.
4. Go to `Feature Selection` in the side menu, select `Outreach API (OAuth)` under **Data connectors** and click `Add feature`.
5. Go to your [`Apps catalog`](https://app.gocobalt.io/apps) in **Refold** > Search for `Outreach` > `Settings` > `Use your credentials` > `Callback Url` > Copy it. Under `Callback URL`, click on `+ Add new URL` and paste it.
6. Select the **mandatory scopes** in the **API Scopes** section, as provided in your Refold Outreach settings page and click on the `Save` button.

<img height="200" src="https://mintcdn.com/cobalt-55/JZIwRzAqkgW8vPoP/images/Outreach/outreach_config.png?fit=max&auto=format&n=JZIwRzAqkgW8vPoP&q=85&s=26615490b071d5ffffee7d68e4561f06" alt="Setting up Outreach Developer app" data-path="images/Outreach/outreach_config.png" />

7. 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.

<img height="200" src="https://mintcdn.com/cobalt-55/JZIwRzAqkgW8vPoP/images/Outreach/outreach_credentials.png?fit=max&auto=format&n=JZIwRzAqkgW8vPoP&q=85&s=15ffc3bc9390b8961e666cb208ebac03" alt="Getting Credentials" data-path="images/Outreach/outreach_credentials.png" />

#### Configuring credentials in Refold

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.

<img height="200" src="https://mintcdn.com/cobalt-55/JZIwRzAqkgW8vPoP/images/Outreach/outreach_cobalt.png?fit=max&auto=format&n=JZIwRzAqkgW8vPoP&q=85&s=0515f0e601033df5b51ed48377cca8a8" alt="Setting up application client credentials" data-path="images/Outreach/outreach_cobalt.png" />

Provide the acquired Client ID and Client Secret under Settings of the app and save it.

#### Configuring Scopes

Refold 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 Refold sets **mandatory scopes** which cannot be removed. Additional scopes can be selected from the drop down. Refold also has the provision to add any
custom scopes supported by the respective platform.

<img height="200" src="https://mintcdn.com/cobalt-55/JZIwRzAqkgW8vPoP/images/Outreach/outreach_scopes.png?fit=max&auto=format&n=JZIwRzAqkgW8vPoP&q=85&s=ba98e1c92dc911ff5851b399cc451697" alt="OAuth Scopes" data-path="images/Outreach/outreach_scopes.png" />

Once the scopes has been added to the application in Refold, go to your [Outreach Developer account](https://developers.outreach.io/apps/) and update the scopes as added on Refold.

Select the OAuth App created for Refold > Click on `API Access(OAuth)` under **App features** > Add the scopes under `API Scopes` as added in Refold > Click on `Save`.

<Warning>
  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.
</Warning>

#### 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.

<Info>
  To more about the Outreach App Publishing process, refer [here](https://developers.outreach.io/guides/managing-apps/#publishing-apps).
</Info>

#### 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 Refold.

<Tabs>
  <Tab title="Actions">
    <AccordionGroup>
      <Accordion title="Accounts">
        1. **Create Account** - Create a new account in Outreach.
        2. **List Accounts** - Get a list of accounts in Outreach.
      </Accordion>

      <Accordion title="Opportunity">
        3. **Create Opportunity** - Create a new opportunity in Outreach.
        4. **List Opportunities** - Get a list of opportunities in Outreach.
        5. **Delete Opportunity** - Delete an opportunity in Outreach.
      </Accordion>

      <Accordion title="Prospects">
        6. **Create Prospect** - Create a new prospect in Outreach.
        7. **Get Prospect By Id** - Get a prospect by ID in Outreach.
        8. **Update Prospect** - Update a prospect in Outreach.
      </Accordion>

      <Accordion title="Stages">
        9. **List Stages** - Get a list of stages in Outreach.
      </Accordion>

      <Accordion title="Users">
        10. **List Users** - Get a list of users in Outreach.
        11. **Create User** - Create a new user in Outreach.
      </Accordion>

      <Accordion title="Others">
        12. **HTTP Request** - Make HTTP API calls to any Outreach documented REST APIs.
      </Accordion>
    </AccordionGroup>
  </Tab>

  <Tab title="Triggers">
    1. **Account created** - Triggers when an account is created on Outreach.
    2. **Account updated** - Triggers when an account is updated on Outreach.
    3. **Opportunity created** - Triggers when an opportunity is created on Outreach.
    4. **Opportunity updated** - Triggers when an opportunity is updated on Outreach.
    5. **Prospect created** - Triggers when a prospect is created on Outreach.
    6. **Prospect Updated** - Triggers when a prospect is updated on Outreach.
  </Tab>
</Tabs>