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 recued-core.attio.company.search

Search company on attio

◆ workspace_members recued-core.attio.workspace_member.search

Search workspace member on attio

◆ matching_deals recued-core.attio.deal.search

Search deal on attio

■ has_name compare

Check if name has data

◆ create_deal recued-core.attio.deal.create

Create deal on attio

skip: step.has_name not_equal true

■ card to_summary

Format results as a summary card

▼

Output

summary card

json matching_deals.result

json create_deal.result

Settings 7 configurable

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

name setting =

owner setting =

stage setting = In Progress

value setting = 0

person email setting =

company domain setting =

company record id setting =