ACTION_ID: outreach_update_prospect
NAME: Outreach: Update prospect
CATEGORY: Outreach
CREDITS: 0

Update an existing Outreach.io prospect by ID — attributes, stage, owner
and account association.

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

prospect_stage (dynamicDropdown, optional)
  Prospect Stage. Select the stage prospect will be in

prospect_owner (dynamicDropdown, optional)
  Prospect owner. Add the prospect owner ID

account (dynamicDropdown, optional)
  Account. Select the account where you'd like to add the prospect.

prospect_attributes (dynamicJsonArray, required)
  Prospect attributes. Add the prospect attributes

2. OUTPUTS

status (string) — Status/Response of the request

id_of_the_prospect (number) — ID of the prospect just got created

3. HOW TO CONFIGURE

Same resolvers as the create action:

  POST .../options/prospect_stage      (body: {})
  POST .../options/prospect_owner      (body: {})
  POST .../options/account             (body: {})
  POST .../options/prospect_attributes (body: {})

Configure Action body:

{
  "inputs": {
    "prospect_id": "{{formula_01ab.result}}",
    "prospect_stage": "<stage id from options>",
    "prospect_attributes": [
      { "name": "title", "value": "{{enrich_person_linkedin_profile_01cd.person_current_job_title}}" }
    ]
  }
}

Field-by-field:
  - prospect_id           Required. Pass the ID as a string — a bare
                          number is ignored by Configure Action.
  - prospect_attributes   Required. Only the attributes you list are
                          written; everything else on the prospect is
                          left alone.

4. KEY NOTES

- `prospect_id` must be a string. Configure Action ignores raw JSON
  numbers with an `unknown_field` warning, so wire it from a reference
  or quote the literal.
- This is a partial update — attributes you omit are untouched. There is
  no way to clear an attribute other than writing an empty string to it.
- A non-existent `prospect_id` fails the row. Resolve the ID with
  `outreach_lookup_prospect` first.
- The `prospect_id` output echoes the record that was written, so the
  field is safe to chain onward.

5. WHERE IT FITS IN A WORKFLOW

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

6. WHEN TO USE

Use outreach_update_prospect to refresh an existing Outreach prospect
with newer enrichment — a changed title, a verified phone, a new stage.

7. WHEN NOT TO USE

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

Need to enrol the prospect in a sequence
  -> action-detail/outreach_add_prospect_to_sequence.txt

Last updated: 2026-08-03.