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Contract Renewal Status

by recued-core v2 42 views

Use “Contract Renewal Status” in Recued. Tracks contract end date, calculates days until renewal, and displays status checklist with thresholds.

How it works 6 steps

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

Data fetch
▼ company recued-core.hubspot.company.read
Read company on hubspot
▼
Process (5 steps)
⚠ has_contract_end guard
Stop if company result properties contract end date is missing
■ days_until_renewal date_diff
Calculate days between now and company result properties contract end date
■ is_approaching all
Check if all conditions are true
■ summary_fields to_summary
Format results as a summary card
■ checklist_items to_checklist
Format results as an actionable checklist
▼
Output
summary summary_fields
checklist checklist_items
Settings 2 configurable

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

warn threshold days number = 30
alert threshold days number = 7

Uses (1 operation)

Pack operation Read company on hubspot recued-core.hubspot.company.read

About

Tags

hubspot accountrenewalcontracthubspot

Details

6 steps 2 configurable settings recipe_id: check-account-renewal-status-hubspot