Create an Attio deal intake
Approval-gated Attio deal creation. It searches companies, workspace members, and existing deals for context, then creates one deal through recued-core.attio.deal.create with explicit name and optional stage, owner, value, person, and company links. It does not update deals, delete deals, bulk-create deals, mutate schema, create tasks, create notes, or call arbitrary Attio endpoints.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (7 steps)
name
trim
Trim whitespace from setting name
matching_companies
?
workspace_members
?
matching_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
=
attio
setting
=
owner
setting
=
stage
setting
=
In Progress
value
setting
=
0
person email
setting
=
company domain
setting
=
company record id
setting
=
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.