Use “Create a Quo follow-up task” in Recued. It runs the Quo follow-up task workflow with approval before changes are made.

How it works 12 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Process (12 steps)

■ trimmed_phone_number_id trim

Trim whitespace from setting phone number id

■ trimmed_conversation_id trim

Trim whitespace from setting conversation id

■ trimmed_title trim

Trim whitespace from setting title

■ trimmed_description trim

Trim whitespace from setting description

■ has_phone_number compare

Check if trimmed phone number id has data

■ has_conversation compare

Check if trimmed conversation id has data

■ has_title compare

Check if trimmed title has data

■ has_description compare

Check if trimmed description has data

■ ready all

Check if all conditions are true

◆ conversations recued-core.quo.conversation.search

Search conversation on quo

skip: step.has_phone_number not_equal true

◆ create_task recued-core.quo.task.create_for_conversation

Create for conversation task on quo

skip: step.ready not_equal true

■ card to_summary

Format results as a summary card

▼

Output

summary card

json create_task.result

json conversations.result

Settings 6 configurable

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

title setting =

due date setting =

row limit setting = 10

description setting =

conversation id setting =

phone number id setting =