Create a Salesloft person intake
Approval-gated Salesloft person creation. It reads accounts, users, and person stages for context, then creates one person through recued-core.salesloft.person.create with explicit name, email, phone, title, account, owner, LinkedIn URL, and person stage fields. It does not update people, delete people, create accounts, upsert people, soft-delete records, import data, or call arbitrary Salesloft endpoints.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (12 steps)
first_name
trim
Trim whitespace from setting first name
last_name
trim
Trim whitespace from setting last name
email_address
trim
Trim whitespace from setting email address
accounts
?
users
?
person_stages
?
has_first_name
compare
Check if first name has data
has_last_name
compare
Check if last name has data
has_email
compare
Check if email address has data
ready
all
Check if all conditions are true
create_person
?
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.
phone
setting
=
title
setting
=
owner id
setting
=
last name
setting
=
salesloft
setting
=
account id
setting
=
first name
setting
=
linkedin url
setting
=
email address
setting
=
person stage id
setting
=
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.