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Create Maxio customer

by recued-core v4 25 views

Use “Create Maxio customer” in Recued. It runs the Maxio customer creation workflow 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)
■ dedupe trim
Trim whitespace from setting dedupe query
■ request_reason trim
Trim whitespace from setting reason
◆ possible_matches_raw recued-core.maxio.customer.search
Search customer on maxio
◆ created_customer recued-core.maxio.customer.create
Create customer on maxio
■ possible_matches default
Apply default
■ matches_table_rows map
Extract from each item
■ matches_table to_table
Format results as a data table
■ card to_summary
Format results as a summary card
▼
Output
summary card
table matches_table
json created_customer.result.customer
Settings 3 configurable

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

reason setting =
customer setting = [object Object]
dedupe query setting =

Uses (2 operations)

Pack operation Search customer on maxio recued-core.maxio.customer.search
Pack operation Create customer on maxio recued-core.maxio.customer.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 Maxio connection
Declared by the recipe — Recued grants these at install, where you review them before approving.

About

Tags

maxio maxiocustomercreatebillingapprovalpack:maxio

Details

8 steps 3 configurable settings recipe_id: create-customer-intake-maxio