Sby Salesloft
Add a person to a cadence
Adds one person to a Salesloft cadence and returns the cadence membership, whose state shows whether the cadence has started for them.
Description
Pass `person_id` and `cadence_id` as query parameters; `user_id` defaults to you, and `step_id` starts the person on a later step. You can add a person on a teammate's behalf only to a team cadence, a cadence the teammate owns, or when the teammate has the Personal Cadence Admin permission. The call needs the `cadences:write` scope. In the response, `current_state` `staged` means the person is waiting for the cadence's first step. Adding someone to a cadence can start real outreach, so confirm the cadence first.
add-person-to-cadence.md
Add a person to a cadence
Adds one person to a Salesloft cadence and returns the cadence membership, whose state shows whether the cadence has started for them.
Pass person_id and cadence_id as query parameters; user_id defaults to
you, and step_id starts the person on a later step. You can add a person on
a teammate's behalf only to a team cadence, a cadence the teammate owns, or
when the teammate has the Personal Cadence Admin permission. The call needs
the cadences:write scope. In the response, current_state staged means
the person is waiting for the cadence's first step. Adding someone to a
cadence can start real outreach, so confirm the cadence first.
Set up
Use the first option your agent supports.
API (official)
- Base URL: https://api.salesloft.com
- Endpoint:
POST /v2/cadence_memberships - Auth: send the header
Authorization: Bearer $SALESLOFT_API_KEY - Docs: https://developers.salesloft.com/docs/platform/api-basics/api-key-authentication/
Before doing anything else, make one read-only call to confirm access.
Rules
- Ask the user before anything that sends messages, costs money, or changes data.
- Never print API keys.
Built from these files in the repository
The layout and the rules come from lib/catalog/render-markdown.ts, the set-up wording from lib/catalog/render-access.ts.
Ways in
| Route | Source | Call | Required | Docs |
|---|---|---|---|---|
| Official | POST /v2/cadence_memberships | API key in $SALESLOFT_API_KEY | Docs |