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Create an Apollo follow-up task

by recued-core v2 8 views

Use “Create an Apollo follow-up task” in Recued. It runs the Apollo task creation 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)
contact_id trim
Trim whitespace from setting contact id
user_id trim
Trim whitespace from setting user id
due_at trim
Trim whitespace from setting due at
contact ?
users ?
has_contact compare
Check if contact id has data
has_user compare
Check if user id has data
has_due_at compare
Check if due at has data
ready all
Check if all conditions are true
create_task ?
skip: step.ready 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.

note setting =
apollo setting =
due at setting =
status setting = scheduled
user id setting =
priority setting = medium
task type setting = action_item
contact id setting =

Trust & control

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

Permissions it requires

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

About

Tags

apollo apollotaskfollow-upcontactapprovalpack:apollo

Details

11 steps 8 configurable settings recipe_id: create-follow-up-task-apollo