ACTION_ID: outreach_add_prospect_to_sequence
NAME: Outreach: Add prospect to sequence
CATEGORY: Outreach
CREDITS: 0

Enrol an existing Outreach.io prospect in a sequence, sending from a
chosen mailbox.

PREREQUISITE: Outreach account connection — the user must create it in the Floqer UI
(Connections page); an agent cannot. Without it the action fails the row with
a connection / authentication error. Confirm it exists before configuring.

1. INPUTS

sequence (dynamicDropdown, required)
  Sequence. Select the Sequence where you'd like to add the prospect.

mailbox (dynamicDropdown, required)
  Mailbox. Select the mailbox

prospect_id (string, required)
  Prospect ID. Add the prospect ID

2. OUTPUTS

status (string) — Status/Response of the request

3. HOW TO CONFIGURE

Both dropdowns are resolvable:

  POST .../options/sequence   (body: {})
  POST .../options/mailbox    (body: {})

Configure Action body:

{
  "inputs": {
    "sequence": "<sequence id from options>",
    "mailbox": "<mailbox id from options>",
    "prospect_id": "{{outreach_create_prospect_01ab.prospect_id}}"
  }
}

Field-by-field:
  - sequence      The Outreach sequence to enrol into.
  - mailbox       The sending mailbox. Outreach requires an explicit
                  mailbox — there is no account default.
  - prospect_id   Required. Chain it from `outreach_create_prospect` or
                  extract it from `outreach_lookup_prospect`.

4. KEY NOTES

- The prospect must already exist. This action does not create one —
  chain it after `outreach_create_prospect`.
- The mailbox must be one the connected Outreach user can send from; a
  mailbox belonging to another user is rejected at run time.
- Re-enrolling a prospect already active in the same sequence is
  rejected by Outreach. Gate re-runs with a `filter` if the sheet is run
  repeatedly.
- Only `status` is returned.

5. WHERE IT FITS IN A WORKFLOW

Pattern: outreach_lookup_prospect -> outreach_create_prospect (run_if:
not found) -> outreach_add_prospect_to_sequence. Terminal step.

6. WHEN TO USE

Use outreach_add_prospect_to_sequence as the final step of an Outreach
chain, once the prospect record exists and is enriched.

7. WHEN NOT TO USE

The prospect record does not exist yet
  -> action-detail/outreach_create_prospect.txt

Need a Salesloft cadence instead of an Outreach sequence
  -> action-detail/salesloft_add_person_to_cadence.txt

Last updated: 2026-08-03.