Use “Create a Quo contact intake” in Recued. It runs the Quo contact intake workflow with approval before changes are made.

How it works 10 steps

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

Process (10 steps)

■ trimmed_first_name trim

Trim whitespace from setting first name

■ trimmed_phone trim

Trim whitespace from setting phone

■ trimmed_email trim

Trim whitespace from setting email

■ has_first_name compare

Check if trimmed first name has data

■ has_phone compare

Check if trimmed phone has data

■ has_email compare

Check if trimmed email has data

■ ready all

Check if all conditions are true

◆ custom_fields recued-core.quo.contact_custom_field.search

Search contact custom field on quo

◆ create_contact recued-core.quo.contact.create

Create contact on quo

skip: step.ready not_equal true

■ card to_summary

Format results as a summary card

▼

Output

summary card

json create_contact.result

json custom_fields.result

Settings 7 configurable

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

role setting =

email setting =

phone setting =

source setting = recued

company setting =

last name setting =

first name setting =