Use “Create Maxio customer” in Recued. It runs the Maxio customer creation workflow with approval before changes are made.

How it works 7 steps

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

Process (7 steps)

■ dedupe trim

Trim whitespace from setting dedupe query

■ request_reason trim

Trim whitespace from setting reason

■ possible_matches_raw ?

■ created_customer ?

■ possible_matches default

Apply default

■ matches_table to_table

Format results as a data table

■ card to_summary

Format results as a summary card

Settings 4 configurable

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

maxio setting =

reason setting =

customer setting = [object Object]

dedupe query setting =