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Stage Prerequisites Checker

by recued-core v1 12 views

Use “Stage Prerequisites Checker” in Recued. Validates deal-stage prerequisites and shows advancement readiness.

How it works 10 steps

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

Data fetch
deal ?
Process (9 steps)
guard_empty_deal guard
Stop if deal result properties is empty
next_stage switch
Map deal result properties dealstage to one of: Proposal, Qualified, Negotiation
qualified_stage_ready all
Check if all conditions are true
proposal_stage_ready all
Check if all conditions are true
negotiation_stage_ready all
Check if all conditions are true
current_stage_readiness switch
Map deal result properties dealstage to one of: Proposal, Qualified, Negotiation
readiness_message switch
Map current stage readiness to one of: true, false
prereq_checklist to_checklist
Format results as an actionable checklist
readiness_summary to_summary
Format results as a summary card
Settings 1 configurable

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

hubspot setting =

About

Tags

hubspot dealpipelinevalidationhubspotprerequisitescrmreadiness

Details

10 steps 1 configurable settings recipe_id: check-deal-prerequisites-hubspot