Use “Add a Lever opportunity note” in Recued. It runs the Lever note creation with approval before changes are made.

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