Approval-gated Salesloft cadence membership creation. It reads the target person, target cadence, existing memberships, and visible users for context, then creates one cadence membership through recued-core.salesloft.cadence_membership.create. It does not bulk-enroll people, delete cadence memberships, import or export cadences, mutate cadence content, send emails, complete calls, or call arbitrary Salesloft endpoints.

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 ?

■ cadence ?

■ existing_memberships ?

■ users ?

■ 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 ?

skip: step.ready not_equal true

■ card to_summary

Format results as a summary card

Settings 4 configurable

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

user id setting =

person id setting =

salesloft setting =

cadence id setting =