The moment it happens

Announce new Outreach opportunities in Slack

Whenever an opportunity is created in Outreach, the team hears about it in Slack straight away.

Runs: The moment it happens
Apps: Outreach
AI: Not needed
Access: opportunities.read

Send this to your assistant

Create a ClickRuntime automation: when an opportunity is created in Outreach, post its name, account, amount and owner to #pipeline in Slack.

Paste it into your assistant. It tells you what it will send or change before it runs live.

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First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

A sales development team books meetings in Outreach, and when a prospect says yes, a rep converts the conversation into an opportunity. The account executive who has to take over often finds out a day later, when someone mentions it in standup or the opportunity appears in a pipeline report. By then the buyer has cooled, a competitor has called, and the hand-off that should have taken minutes took a full day. Speed to follow-up is one of the few things in sales that is entirely controllable.

The moment an opportunity is created in Outreach, an event reaches ClickRuntime, the full record is fetched (name, account, owner, stage, amount and close date), and a message is posted to the channel you choose, such as a Slack channel for the sales team. Nobody has to remember to announce anything, and the details arrive in one readable post.

It is useful for sales managers who want visibility, and for teams where SDRs and AEs work in different groups.

What you get out of it

Hand-offs happen while interest is high
An account executive who hears about a new opportunity within seconds can reach out the same hour, while the buyer still remembers the conversation. That is when meetings are most likely to turn into deals.
The whole team shares the win
Posting new opportunities in a channel gives SDRs recognition for their work and shows everyone what is entering the pipeline. Morale and momentum follow when wins are visible. That kind of shared visibility also helps the whole team celebrate wins without extra meetings.
Managers see pipeline growth live
Instead of waiting for a Friday report, a manager watches opportunities appear through the week and can step in if the flow slows or if a large deal needs support. That cuts out the waiting and keeps your attention on the opportunities that need real work.
Owners are clear from the start
Each post shows who owns the opportunity, which avoids two reps contacting the same buyer or nobody contacting them at all. Confusion about ownership is a common cause of lost deals.
Less manual announcing
Reps spend their time selling instead of typing updates in chat. The channel stays accurate because it reflects what was actually recorded in Outreach, not what someone remembered to share.

How it works

What happens, step by step

When a new opportunity is created in Outreach, Outreach tells ClickRuntime straight away.
ClickRuntime looks up the opportunity in Outreach to get its name, amount, account and owner.
It posts a short message to #pipeline in Slack with the opportunity name, account, amount and owner.

Before it runs live

Connect Outreach
Paste your automation's link into the other app's webhook settings

What you get

RunsThe moment it happens

Announce new Outreach opportunities in Slackjust nowSucceeded

Slack · #pipelineNew opportunity: *Northwind 2027 expansion* Account: Northwind Traders | Amount: $64,000 | Owner: Morgan

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.

Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

Act only on the items that match your own rules, and skip the rest
Add an AI step, for example to summarize, sort or draft a reply
Add another app, for example also send it to Slack
Combine it with other Outreach steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.

new_opportunity_alert_outreach.pyexample

from clickruntime import on_event, credentials, http, notify

@on_event
def handle(event):
    body = event.json or {}
    if body.get("meta", {}).get("eventName") != "opportunity.created":
        return {"skipped": body.get("meta", {}).get("eventName")}
    resp = http.get(f"https://api.outreach.io/api/v2/opportunities/{body['data']['id']}",
                    params={"include": "account,owner"},
                    headers={"Authorization": f"Bearer {credentials.connection('outreach', 'work')}"})
    resp.raise_for_status()
    o = resp.json()
    a = o["data"]["attributes"]
    inc = {i["type"]: i["attributes"] for i in o.get("included", [])}
    notify.slack(f"New opportunity: *{a['name']}*\nAccount: {inc.get('account', {}).get('name', '-')} | "
                 f"Amount: ${a.get('amount') or 0:,} | Owner: {inc.get('user', {}).get('name', '-')}", channel="#pipeline")
    return {"opportunity": o["data"]["id"]}

FAQ

Common questions

How fast does the alert arrive?

Outreach sends a webhook when an opportunity is created, so the post normally appears within seconds. The only delay is the short time needed to fetch the record's details before the message is written. Fetching it takes only a moment.

What details are included in the message?

The opportunity name, the account, the owner, the stage, the amount and the expected close date, plus a link back to the record in Outreach. Fields that are empty in Outreach are left out of the post.

Can I limit alerts to deals above a certain amount?

Yes. After the record is fetched, a rule can check the amount or the stage and post only if it passes, such as opportunities above 10,000 dollars or those owned by a specific team. Both conditions can be combined in a single rule.

What permissions does it need?

opportunities.read. Nothing else in your accounts is used.

Does it need AI?

No. It runs without AI, so it doesn't use your plan's AI allowance.

How many runs does it use?

One run for each event the app sends.

Can I change how it works?

Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

The moment it happens