Create an Apollo deal intake
Approval-gated Apollo deal creation. It reads the related account, users, deal stages, and existing deals for context, then creates one deal through recued-core.apollo.deal.create. It does not update deals, delete deals, bulk-create deals, mutate account or contact stages, enrich organizations, or call arbitrary Apollo endpoints.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (8 steps)
name
trim
Trim whitespace from setting name
account_context
?
users
?
deal_stages
?
existing_deals
?
has_name
compare
Check if name has data
create_deal
?
skip: step.has_name not_equal true
card
to_summary
Format results as a summary card
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
name
setting
=
amount
setting
=
0
apollo
setting
=
owner id
setting
=
account id
setting
=
closed date
setting
=
typed custom fields
setting
=
[object Object]
opportunity stage id
setting
=
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.