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Create Zoho CRM case intake

by recued-core v3 11 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 ?
case_create ?
card to_summary
Format results as a summary card
Settings 10 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
zoho crm setting =
account id setting =
contact id setting =
case origin setting = Web
description setting =

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

About

Tags

zoho-crm zoho-crmcrmcasessupportintakeapprovalpack:zoho-crm-work

Details

3 steps 10 configurable settings recipe_id: create-case-intake-zoho-crm