Outseta + Nerve

Look things up 12

• Retrieve Account

  Retrieve Account. Retrieve an account by its UID, or by the email of its primary contact. Returns plan, subscription, billing address, primary contact and add-on details

• Retrieve Person

  Retrieve Person. Retrieve a person by email or by UID, including the linked account

• Retrieve Deal

  Retrieve Deal. Retrieve a deal by its UID, or by the email of the contact associated with the deal plus the pipeline

• Retrieve Subscription

  Retrieve Subscription. Retrieve a subscription by its UID, or fetch the current subscription of an account by Account UID. Returns plan, billing terms, renewal dates, discount, and add-on details

• Get Last Payment for Account

  Get Last Payment for Account. Retrieve the most recent payment transaction for an account. Returns found=false if no payment has ever been recorded

• List Accounts

  List Accounts. Retrieve a paginated list of accounts from your Outseta CRM

• List Persons

  List Persons. Retrieve a paginated list of persons from your Outseta CRM

• List Deals

  List Deals. Retrieve a paginated list of deals from your Outseta CRM

• List Plans

  List Plans. Retrieve a paginated list of subscription plans from your Outseta billing catalog

• List Discounts

  List Discounts. Retrieve a paginated list of discount coupons from your Outseta billing catalog

• List Cases

  List Cases. Retrieve a paginated list of support tickets (cases) from Outseta. Optionally filter by the person who submitted them

• List Account Transactions

  List Account Transactions. Retrieve all billing transactions (payments, refunds, invoices) for a given account

Make changes 32

• Create Account

  Create Account. Create a new account in Outseta CRM. Optionally start a subscription on a plan in the same call

• Create Deal

  Create Deal. Create a new deal in the CRM

• Find or Add Person

  Find or Add Person. Search for a person by email. If not found, create a new one

• Find or Add Deal

  Find or Add Deal. Search for a deal by contact email and pipeline. If not found, create a new one

• Update Account

  Update Account. Update an existing account in Outseta

• Update Person

  Update Person. Update an existing person in Outseta

• Update Deal

  Update Deal. Update an existing deal

• Delete Account

  Delete Account. Delete an account from Outseta CRM

• Delete Person

  Delete Person. Delete a person from Outseta CRM

• Delete Deal

  Delete Deal. Delete a deal from the CRM

• List Add-Ons

  List Add-Ons. Retrieve a paginated list of add-ons from your Outseta billing catalog

• Change Account Plan

  Change Account Plan. Change an account's current subscription plan (upgrade, downgrade, or switch to free)

and 20 more