Add Close lead note
Use “Add Close lead note” in Recued. It runs the Close note workflow with approval before changes are made.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (3 steps)
lead
?
note
?
card
to_summary
Format results as a summary card
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
note
setting
=
close
setting
=
title
setting
=
pinned
setting
=
false
lead id
setting
=
[object Object]
contact id
setting
=
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.