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 recued-core.apollo.account.search

Search account on apollo

◆ users recued-core.apollo.user.search

Search user on apollo

◆ account_stages recued-core.apollo.account_stage.search

Search account stage on apollo

■ has_name compare

Check if name has data

◆ create_account recued-core.apollo.account.create

Create account on apollo

skip: step.has_name not_equal true

■ card to_summary

Format results as a summary card

▼

Output

summary card

json matching_accounts.result

json create_account.result

Settings 6 configurable

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

name setting =

phone setting =

domain setting =

owner id setting =

raw address setting =

account stage id setting =