Approval-gated Wave estimate conversion workflow. It reads one estimate, optionally marks it accepted, converts it into one invoice, then reads the new invoice for confirmation. It does not send the invoice, record payments, delete estimates/invoices, mutate customers/products/accounts/taxes, or call arbitrary GraphQL.

How it works 7 steps

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

Process (7 steps)

■ estimate ?

■ skip_mark_accepted compare

Check if setting mark accepted first does not equal true

■ accepted_estimate ?

skip: step.skip_mark_accepted equal true

■ converted ?

■ conversion_succeeded compare

Check if converted result data convertEstimateToInvoice didSucceed equals true

■ invoice ?

skip: step.conversion_succeeded not_equal true

■ card to_summary

Format results as a summary card

Settings 4 configurable

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

wave setting =

business id setting =

estimate id setting =

mark accepted first setting = false