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Create an Apollo follow-up task

by recued-core v3 20 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 recued-core.apollo.contact.read
Read contact on apollo
◆ users recued-core.apollo.user.search
Search user on apollo
■ 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 recued-core.apollo.task.create
Create task on apollo
skip: step.ready not_equal true
■ card to_summary
Format results as a summary card
▼
Output
summary card
json create_task.result
Settings 7 configurable

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

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

Uses (3 operations)

Pack operation Read contact on apollo recued-core.apollo.contact.read
Pack operation Search user on apollo recued-core.apollo.user.search
Pack operation Create task on apollo recued-core.apollo.task.create

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 7 configurable settings recipe_id: create-follow-up-task-apollo