Name: Create Zoho CRM case intake
Author: recued-core

Create Zoho CRM case intake

by recued-core v4 25 views

Use “Create Zoho CRM case intake” in Recued. It runs the Zoho CRM support case intake workflow with approval before changes are made.

How it works 3 steps

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

Process (3 steps)

◆ users recued-core.zoho-crm-work-admin.user.search

Search user on zoho crm work admin

◆ case_create recued-core.zoho-crm-work.case.create

Create case on zoho crm work

■ card to_summary

Format results as a summary card

▼

Output

summary card

Settings 9 configurable

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

type setting =

status setting = New

subject setting = [object Object]

owner id setting =

priority setting = Medium

account id setting =

contact id setting =

case origin setting = Web

description setting =

Pack operation Search user on zoho crm work admin recued-core.zoho-crm-work-admin.user.search

Pack operation Create case on zoho crm work recued-core.zoho-crm-work.case.create

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

Read your Zoho-crm connection

Declared by the recipe — Recued grants these at install, where you review them before approving.

3 steps 9 configurable settings recipe_id: create-case-intake-zoho-crm