Completing Actions

The Salesloft API provides capabilities to complete certain types of actions. Currently, call and integration type actions can be completed via our API. There are a few different APIs that can be used to complete an action, depending on your needs.

To complete a call action, create a call and pass the id of the action you wish to mark as completed to the action_id parameter.

For integration actions that can be completed immediately, the action is completed by creating an activity.

Integration actions may sometimes not be ready to be completed, but are no longer actionable by the user, such as when an action is waiting on an external event (like direct mail) to occur. In the direct mail example, direct mail actions are no longer actionable once the item is set to be delivered, but the cadence should not progress until the package has physically arrived. In this scenario, the action is should be marked as "ongoing" by creating an ongoing action. Once the action is ready to be completed, it can be completed by creating an activity.

When an activity is completed, it will become successfully completed in the user's display. An ongoing action will not appear in metrics as having been completed. If the user is currently viewing the action that was completed or marked ongoing, they will automatically be progressed to the next action.