Salesloft

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Overview

Phinite’s Salesloft predefined tool lets workspace assistants call Salesloft APIs through DevStudio after you save a connection under Integrations → Predefined tools. Manage Salesloft sales-engagement data — people, accounts, cadences and memberships, users, notes, tasks, calls, email templates, email activity, successes, and stages — via the Salesloft v2 API.

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What this integration enables

• Automate workflows using this predefined tool from agent graphs
• Connect once under Integrations and reuse across assistants
• Enable individual subtools per agent in Graph Studio

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Required credentials

• API Key api_key (required)

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Setup steps

1. In Salesloft go to Your Profile → API or OAuth settings and obtain an API key or OAuth token.
2. Log into your Phinite workspace at app.phinite.ai
3. Navigate to Integrations → Predefined tools
4. Select Salesloft
5. Click + Add Configuration
6. Enter the credential fields listed above
7. Select assistants that should use this connection
8. Click Save Configuration

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Configure in Graph Studio

1. Open an agent in Graph Studio
2. Select the agent node → Tools tab → Add a new tool
3. Choose SalesloftTool (or search for Salesloft)
4. Select your saved connection or add a new one
5. Enable the subtools your workflow needs and save

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Predefined tools

Phinite provides 30 subtools for Salesloft:

• List People: Lists people (contacts) with optional filters and pagination.
• Get Person: Retrieves a single person by ID.
• Create Person: Creates a person. Must include a unique identifier (email_address, or phone/last_name).
• Update Person: Updates a person by ID. Only provided fields are changed.
• Delete Person: Deletes a person by ID.
• List Accounts: Lists accounts (companies) with optional filters and pagination.
• Get Account: Retrieves a single account by ID.
• Create Account: Creates an account. name is required.
• Update Account: Updates an account by ID. Only provided fields are changed.
• Delete Account: Deletes an account by ID.
• List Cadences: Lists cadences with optional pagination.
• Get Cadence: Retrieves a single cadence by ID.
• Add To Cadence: Adds a person to a cadence (creates a cadence membership).
• Remove From Cadence: Removes a person from a cadence by deleting the cadence membership.
• Get Current User: Returns the authenticated user (the owner of the API token).
• List Users: Lists users in the team, with optional search and pagination.
• List Notes: Lists notes, optionally filtered by the record they are associated with.
• Create Note: Creates a note associated with a person or account.
• Update Note: Updates a note’s content by ID.
• Delete Note: Deletes a note by ID.
• List Tasks: Lists tasks with optional filters and pagination.
• Create Task: Creates a task for a person.
• Update Task: Updates a task by ID. Only provided fields are changed.
• List Calls: Lists logged calls with optional filters and pagination.
• Log Call: Logs a call activity for a person.
• List Email Templates: Lists email templates with optional search and pagination.
• List Emails: Lists email activities with tracking counts, filterable by person.
• List Successes: Lists successes (people marked successful on a cadence).
• List Person Stages: Lists person stages (reference data for person_stage_id).
• List Account Stages: Lists account stages (reference data for the account company_stage_id).

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Documentation & resources

• Official documentation: https://developers.salesloft.com/api.html
• Phinite documentation: Salesloft

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Notes

• Store API keys and tokens securely; many providers show secrets only once
• Use separate connections for Dev, UAT, and Prod environments where possible
• Test with a minimal subtool call after saving credentials