Create Close opportunity follow-up
Approval-gated Close pipeline workflow. It reads available pipelines and opportunity statuses, creates one opportunity on one lead, and creates one lead follow-up task. It never sends outbound communication, changes statuses in bulk, deletes records, uploads files, creates call tasks, or calls arbitrary Close routes.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (6 steps)
lead
?
pipelines
?
statuses
?
opportunity
?
task
?
card
to_summary
Format results as a summary card
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
note
setting
=
close
setting
=
value
setting
=
0
lead id
setting
=
status id
setting
=
task date
setting
=
task text
setting
=
Follow up on the new opportunity.
confidence
setting
=
50
pipeline id
setting
=
value period
setting
=
one_time
owner user id
setting
=
task priority
setting
=
medium
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.