ACTION_ID: instantly_add_to_campaign
NAME: Instantly: Add Leads to a Campaign
CATEGORY: Outreach
CREDITS: 0

Add a lead to a campaign in Instantly.

PREREQUISITE: Instantly account connection — the user must create it in the Floqer UI
(Connections page); an agent cannot. Without it the action fails the row with
a connection / authentication error. Confirm it exists before configuring.

1. INPUTS

campaign_id (string, required)
  Campaign ID. The id of the campaign you want to add the lead to.
  Must be a valid campaign id from the user's connected Instantly
  workspace — the user picks this from a dropdown of their existing
  campaigns when configuring the action in the UI.

email (email, required)
  Email. The email address of the lead.

first_name (string, optional)
  First Name. The first name of the lead.

last_name (string, optional)
  Last Name. The last name of the lead.

company_name (string, optional)
  Company Name. The company name of the lead.

personalization (string, optional)
  Personalization. Personalization text to merge into the email
  template for this lead.

custom_variables (jsonArray, optional)
  Custom Variables. `[{name, value}]` — the values are merged into
  the Instantly campaign template at send time wherever it references
  `{{custom_variable}}` placeholders. The most common use is passing
  AI-generated personalized email content from upstream `llm_models`
  steps so every lead receives a unique email.
  Each item's `name` must match a `{{custom_variable}}` placeholder
  in the Instantly campaign template.

skip_if_lead_is_in_workspace (boolean, optional)
  Skip if Lead is in Workspace. When `true`, skips the lead if it
  already exists in any campaign in the connected Instantly workspace.

2. OUTPUTS

status (string) — Status. Status/Response of the request (e.g.
"completed").

3. HOW TO CONFIGURE

Resolve the campaign list via Get Action Field Options:

  POST /api/v1/workflows/{workflow_id}/sheets/{sheet_id}/actions/{action_instance_id}/options/campaign_id
       (body: {})
       → user's Instantly campaigns. `value` is the campaign ID.

Configure Action body:

{
  "inputs": {
    "campaign_id": "<instantly_campaign_id>",
    "email": "{{input.email}}",
    "first_name": "{{input.first_name}}",
    "last_name": "{{input.last_name}}",
    "company_name": "{{input.company_name}}",
    "custom_variables": [
      { "name": "custom_email_body", "value": "{{llm_models_1.generated_content}}" },
      { "name": "custom_subject",    "value": "{{llm_models_2.generated_content}}" }
    ],
    "skip_if_lead_is_in_workspace": true
  }
}

Field-by-field:
  - campaign_id                   Instantly campaign ID from the
                                  `campaign_id` options call.
  - email                         Lead's email — usually `{{input.email}}`.
  - first_name / last_name /
    company_name                  Lead profile fields. Optional.
  - personalization               Free-form text passed alongside
                                  the lead. Optional.
  - custom_variables              `[{name, value}]` merged into the
                                  campaign template's
                                  `{{custom_variable}}` placeholders at
                                  send time. The primary slot for
                                  AI-generated per-lead content from
                                  upstream `llm_models` steps.
  - skip_if_lead_is_in_workspace  `true` to skip leads already in any
                                  campaign in this Instantly workspace.

4. WHERE IT FITS IN A WORKFLOW

UPSTREAM — how leads reach this action
  Typically a terminal step at the end of an AI-personalization chain.
  The exact upstream actions depend on the user's workflow, but the
  minimum useful pattern is:

    enrich_person_linkedin_profile (gather profile context per lead)
      -> llm_models (one or more: generate personalized email body,
                     subject line, opening line, etc. — each output
                     becomes one entry in custom_variables)
      -> THIS ACTION

THIS ACTION
  Adds the lead to the selected Instantly campaign and passes the
  AI-generated personalized content via custom_variables so
  Instantly can merge it into the campaign's email template at send
  time. Every lead in the campaign receives a uniquely personalized
  email.

  This is the terminal action — when a workflow's purpose is to send
  via an Instantly campaign, this is the last step.

5. WHEN TO USE

- Send AI-personalized cold email at scale. Generate per-lead email
  body / subject / opening line with llm_models upstream, push the
  output through custom_variables so every lead receives a
  unique, personalized email from an Instantly campaign. This is the
  primary reason Floqer is used with Instantly.
- Enroll enriched, email-verified outbound leads into an Instantly cold
  email sequence at the end of a discovery / enrichment workflow.
- Push prospects from a CSV (or any sourced list) into an Instantly
  campaign for nurture.

Last updated: 2026-04-28.