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

How it works 11 steps

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

Process (11 steps)

■ person_id trim

Trim whitespace from setting person id

■ cadence_id trim

Trim whitespace from setting cadence id

◆ person recued-core.salesloft.person.read

Read person on salesloft

◆ cadence recued-core.salesloft.cadence.read

Read cadence on salesloft

◆ existing_memberships recued-core.salesloft.cadence_membership.search

Search cadence membership on salesloft

◆ users recued-core.salesloft.user.search

Search user on salesloft

■ has_person compare

Check if person id has data

■ has_cadence compare

Check if cadence id has data

■ ready all

Check if all conditions are true

◆ create_membership recued-core.salesloft.cadence_membership.create

Create cadence membership on salesloft

skip: step.ready not_equal true

■ card to_summary

Format results as a summary card

▼

Output

summary card

json existing_memberships.result

json create_membership.result

Settings 2 configurable

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

person id setting =

cadence id setting =