Connect outline and Drift to Build Intelligent Automations

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Document Published

New Document Published

Triggers when a new document is published.

Collection Created

Collection Created

Triggers when a new collection is created in outline account.

Document Created

Document Created

Triggers when a new document is created in outline account.

Group Created

Group Created

Triggers when a new group is created in outline.

Stars Created

Stars Created

Triggers when a document or collection is starred.

Comments Created

Comments Created

Triggers when a new comment is added to a document .

Request a new Trigger for outline

Do thisActions

Action is the task that follows automatically within your outline integrations.

Create Document

Create Document

Creates a document in outline.

Create an Attachment

Create an Attachment

Creates an attachment record and upload URL.

Delete an Attachment

Delete an Attachment

Removes an attachment by ID.

Update a Collection

Update a Collection

Updates an existing collection’s details.

Delete Collection

Delete Collection

Delete a collection and all of its documents.

Update a Document

Update a Document

It allows you to modify an already created document.

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Frequently Asked Questions

How do I start an integration between outline and Drift?

To start, connect both your outline and Drift accounts to viaSocket. Once connected, you can set up a workflow where an event in outline triggers actions in Drift (or vice versa).

Can we customize how data from outline is recorded in Drift?

Absolutely. You can customize how outline data is recorded in Drift. This includes choosing which data fields go into which fields of Drift, setting up custom formats, and filtering out unwanted information.

How often does the data sync between outline and Drift?

The data sync between outline and Drift typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from outline to Drift?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between outline and Drift?

Yes, you can set conditional logic to control the flow of data between outline and Drift. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

outline

About outline

Outline is a fast, open‑source team knowledge base and wiki for organizing internal documentation, product specs, support answers, meeting notes, and onboarding. It features a blazing‑fast Markdown editor with slash commands, real‑time collaboration with comments and threads, powerful search with optional AI answers, and 20+ integrations including Slack, Figma, and Loom. Teams can manage permissions, guest access, and public sharing, and customize branding with custom domains; it’s available both as a hosted cloud service and a self‑hosted deployment. Designed for speed, simplicity, and transparency, Outline serves as a shared long‑term memory for modern teams.

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Drift

About Drift

Drift is a conversational marketing and sales platform that helps businesses connect with their customers in real-time through chat, email, video, and more. It enables companies to engage with website visitors, qualify leads, and accelerate the sales cycle.

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