Use “Create an Apollo account intake” in Recued. It runs the Apollo account creation with approval before changes are made.

How it works 7 steps

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

Process (7 steps)

■ name trim

Trim whitespace from setting name

■ matching_accounts ?

■ users ?

■ account_stages ?

■ has_name compare

Check if name has data

■ create_account ?

skip: step.has_name 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.

name setting =

phone setting =

apollo setting =

domain setting =

owner id setting =

raw address setting =

account stage id setting =