Use “Add a Salesloft person note” in Recued. It runs the Salesloft person-note creation with approval before changes are made.

How it works 9 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Process (9 steps)

■ person_id trim

Trim whitespace from setting person id

■ content trim

Trim whitespace from setting content

■ person ?

■ existing_notes ?

■ has_person compare

Check if person id has data

■ has_content compare

Check if content has data

■ ready all

Check if all conditions are true

■ create_note ?

skip: step.ready not_equal true

■ card to_summary

Format results as a summary card

Settings 3 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

content setting =

person id setting =

salesloft setting =