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Create an Attio company intake

by recued-core v3 27 views

Use “Create an Attio company intake” in Recued. It runs the Attio company creation with approval before changes are made.

How it works 8 steps

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

Process (8 steps)
■ name trim
Trim whitespace from setting name
■ domain trim
Trim whitespace from setting domain
◆ matching_records recued-core.attio.record.search
Search record on attio
■ has_name compare
Check if name has data
■ has_domain compare
Check if domain has data
■ ready all
Check if all conditions are true
◆ create_company recued-core.attio.company.create
Create company on attio
skip: step.ready not_equal true
■ card to_summary
Format results as a summary card
▼
Output
summary card
json matching_records.result
json create_company.result
Settings 5 configurable

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

name setting =
domain setting =
description setting =
team emails setting =
primary location setting =

Uses (2 operations)

Pack operation Search record on attio recued-core.attio.record.search
Pack operation Create company on attio recued-core.attio.company.create

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

About

Tags

attio attiocompanyaccountcrmintakeapprovalpack:attio

Details

8 steps 5 configurable settings recipe_id: create-company-intake-attio