Create a Zuora account intake
Use “Create a Zuora account intake” in Recued. It runs the Zuora account intake with approval before changes are made.
How it works
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
?
charge_definitions_raw
?
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
?
skip: step.skip_create equal true
skipped
compare
Check if skip create equals true
card
to_summary
Format results as a summary card
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
city
setting
=
notes
setting
=
state
setting
=
zuora
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
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.