Use “Create a Mercury customer intake” in Recued. Normalizes required name and email, fresh-lists customers, blocks an exact email duplicate visible in the complete results, and creates one Mercury AR customer only after approval.

How it works 15 steps

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

Process (15 steps)

■ name_trimmed trim

Trim whitespace from setting name

■ email_trimmed trim

Trim whitespace from setting email

■ has_name compare

Check if name trimmed has data

■ has_email compare

Check if email trimmed has data

■ inputs_ready all

Check if all conditions are true

◆ existing_raw recued-core.mercury.customer.search

Search customer on mercury

skip: step.inputs_ready not_equal true

■ existing default

Apply default

■ email_matches filter

Filter by condition

■ match_count count

Count items in email matches

■ no_match compare

Check if match count equals 0

■ ready all

Check if all conditions are true

◆ create recued-core.mercury.customer.create

Create customer on mercury

skip: step.ready not_equal true

■ match_table_rows map

Extract from each item

■ match_table to_table

Format results as a data table

■ card to_summary

Format results as a summary card

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Output

summary card

table match_table

json create.result

Settings 3 configurable

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

name setting = [object Object]

email setting = [object Object]

address setting = [object Object]