Create an Attio deal intake

by recued-core v2 10 views

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

■ name trim

Trim whitespace from setting name

■ matching_companies ?

■ workspace_members ?

■ matching_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 =

attio setting =

owner setting =

stage setting = In Progress

value setting = 0

person email setting =

company domain setting =

company record id setting =

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

Read your Attio connection

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

7 steps 8 configurable settings recipe_id: create-deal-intake-attio