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 ?

■ 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 2 configurable

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

name setting =

outreach setting =