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

How it works 11 steps

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

Process (11 steps)

■ name trim

Trim whitespace from setting name

■ email trim

Trim whitespace from setting email

■ has_name compare

Check if name has data

◆ business recued-core.wave.business.read

Read business on wave

◆ existing recued-core.wave.customer.search

Search customer on wave

■ skip_create compare

Check if has name does not equal true

◆ created_customer recued-core.wave.customer.create

Create customer on wave

skip: step.skip_create equal true

■ existing_matches default

Apply default

■ existing_match_count count

Count items in existing matches

■ skipped compare

Check if skip create equals true

■ card to_summary

Format results as a summary card

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Output

summary card

Settings 8 configurable

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

name setting =

email setting =

phone setting =

mobile setting =

website setting =

currency setting =

business id setting = [object Object]

internal notes setting =