Connect Salesloft to Spektrix

Both apps 48Salesloft 20Spektrix 28

• Trigger
  Account Created, Updated or Deleted

  Triggers when an account (company) is created or updated in Salesloft.

• Trigger
  Cadence Created, Updated or Deleted

  Triggers when a cadence is created or updated in Salesloft.

• Trigger
  Call Created or Updated

  Triggers when a call is created or updated in Salesloft.

• Trigger
  Meeting Created or Updated

  Triggers when a meeting is created or updated in Salesloft.

• Trigger
  Note Created, Updated or Deleted

  Triggers when a note is created or updated in Salesloft.

• Trigger
  Person Created, Updated or Deleted

  Triggers when a person is created or updated in Salesloft.

• Trigger
  Step Created, Created/Updated or Deleted

  Triggers when a cadence step is created or updated in Salesloft.

• Trigger
  Task Created, Completed or Deleted

  Triggers when a task is created or updated in Salesloft.

• Trigger
  User Created or Updated

  Triggers when a user is created or updated in Salesloft.

• Action
  Add note

  Creates a note on a Salesloft person or account, optionally linked to a call.

• Action
  Add person to cadence

  Adds a person to a cadence, optionally on behalf of a teammate or starting at a specific step. Returns the new cadence membership.

• Action
  Add task

  Creates a call, email or general task in Salesloft for a person, assigned to a user.

• Action
  Create Person

  Creates a new person (prospect) in Salesloft. Needs an email address, or a phone number together with a last name.

• Action
  Delete person

  Deletes a person from Salesloft. This cannot be undone without contacting Salesloft support.

• Action
  Find accounts by criteria

  Finds Salesloft accounts (companies) matching criteria such as name, domain, tags, owner, industry or location.

• Action
  Find Person

  Finds people in Salesloft by email address. Returns the first match and the list of all matches.

• Action
  Find User

  Finds users on your Salesloft team by name or email. Returns the first match and the list of all matches.

• Action
  Get person

  Returns a Salesloft person by ID, including contact details, company, owner, cadences, tags and custom fields.

• Action
  List cadences

  Returns the cadences in your Salesloft team, optionally filtered by name, owner, group, sharing or archived status.

• Action
  Remove person from cadence

  Removes a person from a cadence by deleting their cadence membership.

• Action
  Basket: Add a Customer

  Attaches a customer to an existing basket, optionally applying a promo code at the same time. Returns the updated basket.

• Action
  Basket: Add a Donation

  Adds a donation to a fund in an existing Spektrix basket and returns the donations added.

• Action
  Basket: Add a Merchandise Delivery Method

  Sets the merchandise delivery method (and optional delivery address) on a Spektrix basket and returns the updated basket.

• Action
  Basket: Add a Ticket Delivery Method

  Sets how the tickets in a basket will be delivered (post, collect at box office, print at home or agent), with an optional postal address.

• Action
  Basket: Add Membership(s)

  Adds a membership to an existing Spektrix basket and returns the membership items now in the basket.

• Action
  Basket: Add Merchandise Item(s)

  Adds one or more merchandise items to a Spektrix basket and returns the items now in it.

• Action
  Basket: Add Order Attribute(s)

  Sets one or more order attributes on a basket before it is confirmed. Returns the updated basket.

• Action
  Basket: Add Payment Type

  Adds a custom payment of a chosen payment type and amount to a basket, returning the basket's custom payments.

• Action
  Basket: Add Ticket(s) (Best Available)

  Adds the best available seats for an event instance with a reserved seating plan to a basket, and returns the tickets added.

• Action
  Basket: Add Ticket Subscription(s)

  Adds a ticket subscription (at a chosen pricing set and quantity) to a Spektrix basket.

• Action
  Basket: Add Ticket(s) (Unreserved Seating Plan)

  Adds one or more tickets for an unreserved (general admission) area of an event instance to a basket.

• Action
  Basket: Confirm a Basket

  Confirms a basket, turning it into a completed order. For system owners this only works for zero-value orders.

• Action
  Basket: Create a New Basket

  Creates a new, empty Spektrix basket, optionally attaching a customer, promo code and delivery methods. Returns the basket and its id for use in later basket steps.

• Action
  Basket: Override a Ticket Price

  Overrides the price of a specific ticket in a Spektrix basket and returns the updated ticket.

• Action
  Customer: Add Tag(s)

  Adds a tag to a Spektrix customer's record.

• Action
  Customer: Create a New Customer

  Creates a new customer record in Spektrix and returns the created customer.

• Action
  Customer: Find by Email Address

  Finds a Spektrix customer record by its email address and returns the customer's details, including custom attributes.

• Action
  Customer: Find by Spektrix Customer ID

  Returns a Spektrix customer record by its Spektrix customer ID.

• Action
  Customer: Remove a Tag

  Removes a specific tag from a Spektrix customer's record.

• Action
  Customer: Update Attribute(s)

  Updates one or more custom attributes on an existing Spektrix customer record.

• Action
  Customer: Update Contact Preference(s)

  Adds one or more contact preferences to a Spektrix customer's record and returns the customer's contact preferences.

• Action
  Customer: Update Information (Including Attributes)

  Updates a Spektrix customer's contact details (name, email, phone, title, birth date, Gift Aid) and any custom attributes. Only the fields you fill in are changed.

• Action
  Event: Find by Name

  Finds events whose name matches the one you give, optionally narrowed by performance dates, sales channel and on-sale status.

• Action
  Fund: Find a Fund

  Finds a donation fund by its name or code and returns the matching fund.

• Action
  Instance: Find by Event

  Returns the performances (instances) of a Spektrix event, optionally limited to a date range and sales channel.

• Action
  Membership: Find a Membership

  Finds available memberships whose name matches the name you give, and returns the first match plus the full list of matches.

• Action
  Merchandise: Find a Merchandise Item

  Finds merchandise (stock) items whose name contains the text you give, returning the matching items with their price, stock level and custom attributes.

• Action
  Ticket Subscription: Find a Pricing Set

  Finds a pricing set on your ticket subscriptions by name, optionally limited to one ticket subscription.

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