ACTION_ID: salesfinity_add_contact
NAME: Salesfinity: Add Contact
CATEGORY: Outreach
CREDITS: 0

Add a contact to a Salesfinity CSV calling list. One row in, one contact
appended to the chosen list — used to hand an enriched prospect straight
to the dialer.

PREREQUISITE: Salesfinity 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

list_name_only_csv_lists (dynamicDropdown, required)
  List Name(only CSV lists). The name of the list to add the contact
  to

first_name (string, required)
  First Name. The first name of the contact

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

mobile_number (string, required)
  Mobile Number. The mobile number of the contact with country code
  separated by a space (E.g.: +1 1234567890)

direct_number (string, optional)
  Direct Number.

office_number (string, optional)
  Office Number. The office number of the contact with country code
  separated by a space (E.g.: +1 1234567890)

linkedin_url (url, optional)
  LinkedIn URL. The Linkedin URL of the contact

email (email, optional)
  Email. The email of the contact

website (url, optional)
  Website. The website of the contact

notes (string, optional)
  Notes. Notes for the contact

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

title (string, optional)
  Title. The title of the contact

priority (string, optional)
  Priority. The priority of the contact

timezone (string, optional)
  Timezone. The timezone of the contact (E.g.: PST)

custom_fields (dynamicJsonArray, optional)
  Custom Fields. Custom fields from your Salesfinity Account.

2. OUTPUTS

status (string) — Status/Response of the request

3. HOW TO CONFIGURE

Resolve the target list (and, if you use them, the account's custom
fields) via Get Action Field Options:

  POST /api/v1/workflows/{workflow_id}/sheets/{sheet_id}/actions/{action_instance_id}/options/list_name_only_csv_lists
       (body: {})
  POST /api/v1/workflows/{workflow_id}/sheets/{sheet_id}/actions/{action_instance_id}/options/custom_fields
       (body: {})

Configure Action body:

{
  "inputs": {
    "list_name_only_csv_lists": "<list id from options>",
    "first_name": "{{input.first_name}}",
    "last_name": "{{input.last_name}}",
    "mobile_number": "{{person_enrich_by_floqer_01ab.phone_number}}",
    "email": "{{person_work_email_waterfall_01cd.work_email}}",
    "company_name": "{{input.company_name}}",
    "title": "{{enrich_person_linkedin_profile_01ef.person_current_job_title}}",
    "custom_fields": [
      { "name": "<custom field id from options>", "value": "{{input.segment}}" }
    ]
  }
}

Field-by-field:
  - list_name_only_csv_lists  Salesfinity CSV list to append to. Only CSV
                              lists are selectable — dialer-managed lists
                              are not.
  - first_name / mobile_number  The two required contact fields.
  - mobile_number / office_number  Country code first, separated by a
                              space: "+1 4155550142".
  - custom_fields             `[{name, value}]` against the custom fields
                              defined in the Salesfinity workspace.

4. KEY NOTES

- Only lists created from a CSV import are selectable. A list
  Salesfinity manages itself will not appear in the options response.
- Phone numbers are passed through verbatim — Salesfinity rejects
  numbers without a country code, so normalise upstream (a `formula`
  step) rather than relying on the action to clean them.
- The action returns only a `status` string. It does not return the
  Salesfinity contact ID, so there is nothing to key a later update off.
- The Salesfinity connection must live on the API key's user account.

5. WHERE IT FITS IN A WORKFLOW

Pattern: person_work_email_waterfall ->
personal_phone_number_by_linkedin_url_waterfall -> filter (phone is not
empty) -> salesfinity_add_contact. Gate on a phone number existing,
otherwise the dialer list fills with unreachable rows.

6. WHEN TO USE

Use salesfinity_add_contact to push enriched, phone-verified prospects
into a Salesfinity CSV calling list at the end of an enrichment chain.

7. WHEN NOT TO USE

Need to enrol a lead in an email sequence instead of a dialer list
  -> action-detail/instantly_add_to_campaign.txt

Need to verify the number is dialable first
  -> action-detail/person_phone_number_verification_using_real_phone.txt

Last updated: 2026-08-03.