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Create an Outreach account intake

by recued-core v3 21 views

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

How it works 5 steps

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

Process (5 steps)
■ name trim
Trim whitespace from setting name
◆ existing_accounts recued-core.outreach.account.search
Search account on outreach
■ has_name compare
Check if name has data
◆ create_account recued-core.outreach.account.create
Create account on outreach
skip: step.has_name not_equal true
■ card to_summary
Format results as a summary card
▼
Output
summary card
json existing_accounts.result
json create_account.result
Settings 1 configurable

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

name setting =

Uses (2 operations)

Pack operation Search account on outreach recued-core.outreach.account.search
Pack operation Create account on outreach recued-core.outreach.account.create

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

Permissions it requires

Read your Outreach connection
Declared by the recipe — Recued grants these at install, where you review them before approving.

About

Tags

outreach outreachaccountsales-engagementintakeapprovalpack:outreach

Details

5 steps 1 configurable settings recipe_id: create-account-intake-outreach