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Salesloft revenue operations digest

by recued-core v4 34 views

Use “Salesloft revenue operations digest” in Recued. It provides a scheduled, read-only Salesloft revenue engagement digest.

How it works 19 steps

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

Process (19 steps)
◆ me recued-core.salesloft.me.read
Read me on salesloft
◆ people_raw recued-core.salesloft.person.search
Search person on salesloft
◆ accounts_raw recued-core.salesloft.account.search
Search account on salesloft
◆ cadences_raw recued-core.salesloft.cadence.search
Search cadence on salesloft
◆ memberships_raw recued-core.salesloft.cadence_membership.search
Search cadence membership on salesloft
◆ tasks_raw recued-core.salesloft.task.search
Search task on salesloft
■ defaults defaults
Apply defaults
■ person_count count
Count items in people
■ account_count count
Count items in accounts
■ cadence_count count
Count items in cadences
■ membership_count count
Count items in memberships
■ task_count count
Count items in tasks
■ has_people compare
Check if person count is greater than 0
■ notify_enabled compare
Check if setting notify when people equals true
■ should_notify all
Check if all conditions are true
◆ notify core.notification.send
Send notification
skip: step.should_notify not_equal true
■ person_rows slice
Take a subset of
■ person_table to_table
Format results as a data table
■ card to_summary
Format results as a summary card
▼
Output
summary card
table person_table
Settings 6 configurable

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

channels setting = [object Object]
end hour setting = 10
weekdays setting = 1,2,3,4,5
row limit setting = 50
start hour setting = 8
notify when people setting = true

Uses (8 operations)

Triggers Time watch core.watch.time
Pack operation Read me on salesloft recued-core.salesloft.me.read
Pack operation Search person on salesloft recued-core.salesloft.person.search
Pack operation Search account on salesloft recued-core.salesloft.account.search
Pack operation Search cadence on salesloft recued-core.salesloft.cadence.search
Pack operation Search cadence membership on salesloft recued-core.salesloft.cadence_membership.search
Pack operation Search task on salesloft recued-core.salesloft.task.search
Notifications Send notification core.notification.send

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

Permissions it requires

Send notificationsRead your Salesloft connection
Declared by the recipe — Recued grants these at install, where you review them before approving.

What it's allowed to do

Read Triggers core.watch.time read-only
Read Notifications core.notification.send external change

6 more aren't listed here. You'll see them at install.

Data it touches

SurfacesTriggersNotifications

About

Tags

salesloft salesloftrevenuesales-engagementpeoplecadencestasksdigestnotificationpack:salesloft

Details

19 steps 6 configurable settings recipe_id: revenue-operations-digest-salesloft