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 recued-core.lever.opportunity.read

Read opportunity on lever

◆ existing_notes recued-core.lever.note.search

Search note on lever

■ 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 recued-core.lever.note.create

Create note on lever

skip: step.ready not_equal true

■ card to_summary

Format results as a summary card

▼

Output

summary card

json opportunity.result

json create_note.result

Settings 6 configurable

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

value setting =

secret setting = false

note id setting =

perform as setting =

opportunity id setting =

notify followers setting = true