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Salesloft
Previewv2.0.1
69 actions · 1 auth method
CRMIAM

Getting Started

1

Create or Select a Project

Set up a new project or select an existing one. See Organizations & Projects.
2

Configure the Connector

Enable the connector and set up a Connector Profile in your project. See Setup Connector Profile.

Connector Profile · API Key

Use your Salesloft API key for direct authentication. Suitable for personal integrations and testing.
3

Link an Account

Link an account from the dashboard (or via StackOne Hub).See the guide for the authentication type chosen in the Connector Profile:

Link Account · API Key

4

Use Actions

Connect an AI platform to the linked account’s actions. See AI Platforms.Other ways to call actions are listed in Protocols & SDKs.

Actions

69 actions
Action
Description
List Accounts
List accounts
Fetch An Account
Fetch a single account
Create An Account
Create an account
Update An Account
Update an account
Delete An Account
Delete an account
List Activity Histories
List activity histories
List Cadences
List cadences
Fetch A Cadence
Fetch a specific cadence
Create A Cadence Import
Create a cadence import
List Cadence Memberships
List cadence memberships
Create A Cadence Membership
Add a person to a cadence
Delete A Cadence Membership
Remove a person from a cadence
List Calls
List calls
Create A Call
Create a call
Fetch A Call
Fetch a call
List Email Templates
List email templates
Create An Email Template
Create an email template
Fetch An Email Template
Fetch an email template
Update An Email Template
Update an email template
Get Unified Credentials
Get the current Salesloft connection’s unified credentials and identity.
IAM Auth Test
Validate the current token and return the raw, unmapped Salesloft /v2/me response. Bypasses the unified IAM credentials…
List Unified Groups
List unified groups in Salesloft.
Get Unified Group
Get a unified Salesloft group by ID.
List Unified Organizations
List unified organizations in Salesloft.
Get Unified Organization
Get a unified Salesloft organization by ID.
List Unified Resource Types
List unified resource types in Salesloft.
List Unified Resource Users
List unified resource users in Salesloft.
List Unified Roles
List unified roles in Salesloft.
Get Unified Role
Get a unified Salesloft role by ID.
List Unified Users
List unified users in Salesloft.
Get Unified User
Get a unified Salesloft user by ID.
List Tags
List team tags
List Account Stages
List account stages
List Account Tiers
List account tiers
List Custom Fields
List custom fields
List Call Dispositions
List call dispositions
List Call Sentiments
List call sentiments
List Cadence Steps
List cadence steps
List Actions
List cadence actions
List Email Template Attachments
List email template attachments
List Call Data Records
List call data records
List Imports
List imports
Create An Import
Create an import
Delete An Import
Delete an import
Create A Custom Field
Create a custom field
Delete A Custom Field
Delete a custom field
Create A Call Data Record
Create a call data record
Fetch Current User
Fetch authenticated user information
List Notes
List notes
Create A Note
Create a note
Fetch A Note
Fetch a note
Update A Note
Update a note
Delete A Note
Delete a note
List People
List people
Fetch A Person
Fetch a single person
Create A Person
Create a person
Update A Person
Update a person
Delete A Person
Delete a person
List Person Stages
List person stages
Create A Person Stage
Create a person stage
Fetch A Person Stage
Fetch a person stage
Update A Person Stage
Update a person stage
Delete A Person Stage
Delete a person stage
List Tasks
List tasks
Create A Task
Create a task
Fetch A Task
Fetch a task
Update A Task
Update a task
Delete A Task
Delete a task
List Users
List users