ACTION_ID: salesloft_add_person_to_cadence
NAME: Salesloft: Add person to cadence
CATEGORY: Outreach
CREDITS: 0

Create a cadence membership — add an existing Salesloft person to a
cadence, optionally assigned to a specific user and starting at a
specific step.

PREREQUISITE: Salesloft 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

person_id (integer, required)
  Person ID. ID of the person to create a cadence membership for

cadence_id (dynamicDropdown, required)
  Cadence ID. ID of the cadence to create a cadence membership for

user (dynamicDropdown, optional)
  User. User to assign the cadence membership to. The associated
  cadence must be owned by the user, or it must be a team cadence.
  Select from the dropdown or pass a user name/ID via a variable.

step (dynamicDropdown, optional)
  Step. Step on which the person should start the cadence. Start on
  first step is the default behavior without this parameter.

task (dynamicDropdown, optional)
  Task. Task that causes the requested action. The task will be
  completed automatically upon success.

2. OUTPUTS

(none — this action writes to the destination and returns no fields)

3. HOW TO CONFIGURE

Configure Action body:

{
  "inputs": {
    "person_id": "{{formula_01ab.result}}",
    "cadence_id": "<Salesloft cadence id>",
    "user": "<Salesloft user id>",
    "step": "<Salesloft step id>"
  }
}

Field-by-field:
  - person_id   Required. Pass as a quoted string — a raw number is
                ignored by Configure Action.
  - cadence_id  Required. The cadence to enrol into.
  - user        Optional. The cadence must be owned by this user or be a
                team cadence, otherwise Salesloft rejects the call.
  - step        Optional. Omit to start at the first step.
  - task        Optional. The named task is auto-completed on success.

4. KEY NOTES

- None of the four dropdowns (`cadence_id`, `user`, `step`, `task`) has
  a dynamic-options resolver yet — Get Action Field Options returns a
  400 for each. Read the IDs from the Salesloft UI, or from a sheet
  input column.
- `person_id` must be a quoted string. Raw JSON numbers are ignored by
  Configure Action with an `unknown_field` warning.
- The person must already exist in Salesloft — chain this after
  `salesloft_upsert_person` and pull the ID out of its `person_details`
  object.
- This action returns no output fields at all; nothing downstream can
  reference it. Read the cell status to tell success from failure.
- A cadence owned by a different user than `user` is rejected unless it
  is a team cadence.

5. WHERE IT FITS IN A WORKFLOW

Pattern: salesloft_upsert_person -> formula (pluck person_details["id"])
-> salesloft_add_person_to_cadence. Terminal step.

6. WHEN TO USE

Use salesloft_add_person_to_cadence as the final step of a Salesloft
chain, once the person record exists.

7. WHEN NOT TO USE

The person does not exist in Salesloft yet
  -> action-detail/salesloft_upsert_person.txt

Need an Outreach sequence instead of a Salesloft cadence
  -> action-detail/outreach_add_prospect_to_sequence.txt

Last updated: 2026-08-03.