Create an Apollo deal intake

by recued-core v3 7 views

Use “Create an Apollo deal intake” in Recued. It runs the Apollo deal creation 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)

■ name trim

Trim whitespace from setting name

■ account_context ?

■ users ?

■ deal_stages ?

■ existing_deals ?

■ has_name compare

Check if name has data

■ create_deal ?

skip: step.has_name not_equal true

■ card to_summary

Format results as a summary card

Settings 8 configurable

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

name setting =

amount setting = 0

apollo setting =

owner id setting =

account id setting = [object Object]

closed date setting =

typed custom fields setting = [object Object]

opportunity stage id setting =

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

Read your Apollo connection

Declared by the recipe — Recued grants these at install, where you review them before approving.

8 steps 8 configurable settings recipe_id: create-deal-intake-apollo