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Sync Tasks/Activities from Workbooks to Outreach
Last updated : 16/07/2021NOTE: This integration is currently in BETA only and not available on the Script Library at this time. The functionality on these pages may change without warning. Please contact us if you would like to be involved in testing this integration.
Tasks in Outreach are synchronised back to Workbooks as Tasks/Activities via the Scheduled Process called Outreach Send/Receive. This automated process is created via the plugin installation. Both newly created, and recently updated Tasks are synchronised to Workbooks.
If a new Task is created/updated in Workbooks, the integration sets the following fields on Tasks:
| Workbooks Field | Outreach Field | Workbooks Value |
| Assigned To | Username | Name of the person who the person or opportunity is assigned to |
| Description | Notes | Description of the Task |
| Due | Due At | The date when the Task is due |
| Type | Linked Action | The type of Task i.e. ‘To do’, ‘Phone Call’ |
| Status | State | The status of the Task i.e. ‘Complete |
Tasks are automatically created via the Scheduled Process. When Tasks are created and synced to Workbooks, they are related to the associated Person, Organisation and Opportunity.