ACTION_ID: outreach_lookup_prospect
NAME: Outreach: Lookup prospect
CATEGORY: Outreach
CREDITS: 0

Find prospects in Outreach.io by one or more filter attributes. Returns
the matching prospect records as a raw array — the read half of the
lookup-then-create pattern.

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

prospect_filter_attributes (dynamicJsonArray, required)
  Prospect filter attributes. Add the attributes to do the lookup on

2. OUTPUTS

prospects (raw_array) — Details of the prospect you lookup

3. HOW TO CONFIGURE

Resolve the filterable attribute names first:

  POST .../options/prospect_filter_attributes   (body: {})

Configure Action body:

{
  "inputs": {
    "prospect_filter_attributes": [
      { "name": "emails", "value": "{{person_work_email_waterfall_01ab.work_email}}" }
    ]
  }
}

Field-by-field:
  - prospect_filter_attributes  Required. `[{name, value}]`. Multiple
                                entries are ANDed by Outreach. The
                                filterable set is narrower than the full
                                attribute list — use the options
                                response, not the create action's.

4. KEY NOTES

- `prospects` is a `raw_array` of Outreach records. Dotted nested
  references do not reach into it; use a `formula` with the bracket form
  to pluck an ID:
  `{{outreach_lookup_prospect_01ab.prospects}}?.[0]?.["id"]`.
- A miss returns an empty array rather than failing the row — gate
  downstream actions on emptiness with `run_if`, not on
  `continue_workflow_if_action_fails`.
- Only attributes Outreach exposes as filterable can be used. The
  options response for this action is deliberately shorter than
  `outreach_create_prospect`'s.

5. WHERE IT FITS IN A WORKFLOW

Pattern: outreach_lookup_prospect -> formula (extract prospect id) ->
outreach_update_prospect (run_if: id is not empty) /
outreach_create_prospect (run_if: id is empty).

6. WHEN TO USE

Use outreach_lookup_prospect to check whether a person already exists in
Outreach before creating them, or to pull the prospect ID needed by the
sequence action.

7. WHEN NOT TO USE

Need to create the prospect
  -> action-detail/outreach_create_prospect.txt

Need to look records up in a CRM rather than a sequencer
  -> action-detail/salesforce_lookup_record.txt

Last updated: 2026-08-03.