Create a Salesloft follow-up task
Approval-gated Salesloft task creation. It reads the target person and existing tasks for context, then creates one follow-up task through recued-core.salesloft.task.create with explicit subject, person, account, assignee, due date, task type, and description fields. It does not update tasks, delete tasks, bulk-reschedule tasks, bulk-cancel tasks, send emails, complete calls, or call arbitrary Salesloft endpoints.
How it works
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
?
existing_tasks
?
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
?
skip: step.ready not_equal true
card
to_summary
Format results as a summary card
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
subject
setting
=
user id
setting
=
due date
setting
=
person id
setting
=
salesloft
setting
=
task type
setting
=
other
account id
setting
=
description
setting
=
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.