Approval-gated Lever note creation. It reads the target opportunity and existing notes for context, then creates one note or comment through recued-core.lever.note.create. It does not create opportunities, move stages, archive, change offers, create panels or interviews, upload files, delete notes, or call arbitrary Lever endpoints.

How it works 9 steps

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

Process (9 steps)

■ opportunity_id trim

Trim whitespace from setting opportunity id

■ note_value trim

Trim whitespace from setting value

■ opportunity ?

■ existing_notes ?

■ has_opportunity compare

Check if opportunity id has data

■ has_note compare

Check if note value has data

■ ready all

Check if all conditions are true

■ create_note ?

skip: step.ready not_equal true

■ card to_summary

Format results as a summary card

Settings 7 configurable

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

lever setting =

value setting =

secret setting = false

note id setting =

perform as setting =

opportunity id setting =

notify followers setting = true