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 recued-core.apollo.account.read

Read account on apollo

◆ users recued-core.apollo.user.search

Search user on apollo

◆ deal_stages recued-core.apollo.deal_stage.search

Search deal stage on apollo

◆ existing_deals recued-core.apollo.deal.search

Search deal on apollo

■ has_name compare

Check if name has data

◆ create_deal recued-core.apollo.deal.create

Create deal on apollo

skip: step.has_name not_equal true

■ card to_summary

Format results as a summary card

▼

Output

summary card

json existing_deals.result

json create_deal.result

Settings 7 configurable

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

name setting =

amount setting = 0

owner id setting =

account id setting = [object Object]

closed date setting =

typed custom fields setting = [object Object]

opportunity stage id setting =