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Create an Attio company intake

by recued-core v2 10 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 ?
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 ?
skip: step.ready not_equal true
card to_summary
Format results as a summary card
Settings 6 configurable

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

name setting =
attio setting =
domain setting =
description setting =
team emails setting =
primary location 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 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 6 configurable settings recipe_id: create-company-intake-attio