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Create a Zuora account intake

by recued-core v3 25 views

Use “Create a Zuora account intake” in Recued. It runs the Zuora account intake with approval before changes are made.

How it works 16 steps

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

Process (16 steps)
■ account_name_text trim
Trim whitespace from setting account name
■ bill_to_first_name_text trim
Trim whitespace from setting bill to first name
■ bill_to_last_name_text trim
Trim whitespace from setting bill to last name
■ bill_to_email_text trim
Trim whitespace from setting bill to email
■ has_account_name compare
Check if account name text has data
■ has_first_name compare
Check if bill to first name text has data
■ has_last_name compare
Check if bill to last name text has data
◆ products_raw recued-core.zuora.catalog.product.search
Search catalog product on zuora
◆ charge_definitions_raw recued-core.zuora.product_charge_definition.search
Search product charge definition on zuora
■ defaults defaults
Apply defaults
■ product_count count
Count items in products
■ charge_definition_count count
Count items in charge definitions
■ skip_create any
Check if any of the conditions are true
◆ created_account recued-core.zuora.account.create
Create account on zuora
skip: step.skip_create equal true
■ skipped compare
Check if skip create equals true
■ card to_summary
Format results as a summary card
▼
Output
summary card
Settings 15 configurable

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

city setting =
notes setting =
state setting =
crm id setting =
country setting = US
address1 setting =
auto pay setting = false
currency setting = USD
zip code setting =
account name setting =
payment term setting = Due Upon Receipt
bill to email setting =
bill to last name setting =
bill to first name setting =
invoice delivery email setting = true

Uses (3 operations)

Pack operation Search catalog product on zuora recued-core.zuora.catalog.product.search
Pack operation Search product charge definition on zuora recued-core.zuora.product_charge_definition.search
Pack operation Create account on zuora recued-core.zuora.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 Zuora connection
Declared by the recipe — Recued grants these at install, where you review them before approving.

About

Tags

zuora zuorabillingsubscriptionsaccountintakecreateapprovalpack:zuora

Details

16 steps 15 configurable settings recipe_id: create-account-intake-zuora