Use “Create a Salesloft follow-up task” in Recued. It runs the Salesloft task 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

■ subject trim

Trim whitespace from setting subject

◆ person recued-core.salesloft.person.read

Read person on salesloft

◆ existing_tasks recued-core.salesloft.task.search

Search task on salesloft

■ has_person compare

Check if person id has data

■ has_subject compare

Check if subject has data

■ ready all

Check if all conditions are true

◆ create_task recued-core.salesloft.task.create

Create task on salesloft

skip: step.ready not_equal true

■ card to_summary

Format results as a summary card

▼

Output

summary card

json existing_tasks.result

json create_task.result

Settings 5 configurable

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

subject setting =

due date setting =

person id setting =

task type setting = general

description setting =