Connect Outlign and Bread & Butter

Both apps 50Outlign 21Bread & Butter 29

• Trigger
  Milestone Created

  Triggers when a new milestone is created.

• Trigger
  Milestone Updated

  Triggers when a milestone is updated.

• Trigger
  New Client

  Triggers when a new client is created.

• Trigger
  New Project

  Triggers when a new project is created.

• Trigger
  New Task

  Triggers when a new task is created.

• Trigger
  Section Updated

  Triggers when a section / phase is updated.

• Trigger
  Task Completed

  Triggers when a task is marked as completed.

• Trigger
  Task Due Date Updated

  Triggers when a task's due date is updated.

• Action
  Create Client

  Creates a new client.

• Action
  Create Milestone

  creates a milestone on a project (required title, due_date YYYY-MM-DD, project_id).

• Action
  Create Project

  Creates a new project from scratch.

• Action
  Create Section

  Creates a new section / phase in a project.

• Action
  Create Task

  Creates a new task in a project.

• Action
  Find Client

  Finds a client by name.

• Action
  Find Project

  Finds a project by name within a specific client.

• Action
  Find Section

  Finds sections / phases by title within a specific project.

• Action
  Find Task

  Finds tasks by title within a specific section.

• Action
  Get Milestone

  Returns a milestone with its title, due date, description, color and project.

• Action
  Update Milestone

  updates an existing milestone's title, due_date, description or color (all optional); fires milestone.updated.

• Action
  Update Section

  updates an existing section (phase): title, due_date, is_internal (all optional); fires phase.updated.

• Action
  Update Task

  updates an existing task (title, due_date, completed, etc.); changing due_date fires task.due_date_updated, completing fires task.completed.

• Trigger
  New Authentication

  Triggers every time a user signs in.

• Trigger
  New Contact Us Submission

  Triggers when a user submits the Contact Us tool.

• Trigger
  New Custom User Event

  Triggers when a user subscribes to custom events, selected in the triggers section below.

• Trigger
  New Email Captured

  Triggers when a user enters their email address, or signs in with SSO for the first time.

• Trigger
  New Profile Verified

  Triggers when a user signs in for the first time.

• Action
  Add contact us submission

  Records a Contact Us submission from a visitor's device in a Bread & Butter app.

• Action
  Add event

  Records an event (such as a page view or custom event code) for a device in a Bread & Butter app.

• Action
  Add form submission

  Records a form submission from a visitor's device in a Bread & Butter app, capturing their email, name and any extra form fields.

• Action
  Add lead list

  Creates a lead list in a Bread & Butter app from a set of leads, returning the new list with its lead count and credit quote.

• Action
  Add tag

  Creates a new tag in a Bread & Butter app.

• Action
  Add user custom values

  Saves custom field values (key/value pairs) for a visitor in a Bread & Butter app.

• Action
  Create custom event definition

  Creates a custom event definition in a Bread & Butter app, which users can then trigger and which can be subscribed to.

• Action
  Create webhook

  Subscribes a webhook URL to a Bread & Butter event so Bread & Butter posts each new occurrence to it. Returns the id of the new subscription.

• Action
  Delete tag

  Deletes a tag from a Bread & Butter app.

• Action
  Get credit balance

  Returns the credit balance for a Bread & Butter app, including credits used this period, the monthly allowance and pending enrichments.

• Action
  Get device profile

  Returns the sign-in options and the visitor's profile state for one registered device.

• Action
  Get lead list

  Returns a Bread & Butter lead list by its ID, including its processing status, lead counts and credit usage.

• Action
  Identify user

  Identifies an anonymous visitor's device as a known person in a Bread & Butter app by attaching their email address and name.

• Action
  List app triggers

  Returns the triggers set up in a Bread & Butter app, including webhook subscriptions, with their kind, filters and activity state.

• Action
  List custom event definitions

  Returns the event definitions configured in a Bread & Butter app, optionally filtered to enabled or disabled ones.

• Action
  List Events

  Returns the events recorded in a Bread & Butter app — sign-ins, page views, custom events, form submissions and more — optionally narrowed to one user or a date range.

• Action
  List lead lists

  Returns all lead lists in a Bread & Butter app, including each list's status, lead counts and credit usage.

• Action
  List tags

  Returns every tag defined in a Bread & Butter app, with each tag's id and name.

• Action
  List user events

  Returns the page views and events (sign-ins, custom events, form submissions and more) a user recorded during one of their sessions in a Bread & Butter app.

• Action
  List users

  Returns the users (visitors and leads) recorded in a Bread & Butter app, optionally narrowed to one email address or user state.

• Action
  List user sessions

  Lists the sessions of one Bread & Butter user, newest first, with each session's ID, start time, location, device and page view count.

• Action
  Record external authentication

  Records that a visitor signed in through your own login system, linking their device to the user with that email address.

• Action
  Register device

  Registers a new visitor device in a Bread & Butter app and returns its device ID.

• Action
  Update user lead status

  Updates a user's lead status in a Bread & Butter app by setting their lead status rank.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.