Use “Add Close lead note” in Recued. It runs the Close note workflow with approval before changes are made.

How it works 3 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Process (3 steps)

◆ lead recued-core.close.lead.read

Read lead on close

◆ note recued-core.close.note.create

Create note on close

■ card to_summary

Format results as a summary card

▼

Output

summary card

json note.result

Settings 5 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

note setting =

title setting =

pinned setting = false

lead id setting = [object Object]

contact id setting =