Create Close opportunity follow-up
Use “Create Close opportunity follow-up” in Recued. It runs the Close pipeline workflow with approval before changes are made.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (6 steps)
lead
recued-core.close.lead.read
Read lead on close
pipelines
recued-core.close.pipeline.search
Search pipeline on close
statuses
recued-core.close.opportunity_status.search
Search opportunity status on close
opportunity
recued-core.close.opportunity.create
Create opportunity on close
task
recued-core.close.task.create
Create task on close
card
to_summary
Format results as a summary card
▼
Output
summary
card
json
opportunity.result
json
task.result
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
note
setting
=
value
setting
=
0
lead id
setting
=
[object Object]
status id
setting
=
task date
setting
=
task text
setting
=
Follow up on the new opportunity.
confidence
setting
=
50
pipeline id
setting
=
value period
setting
=
one_time
owner user id
setting
=
task priority
setting
=
medium
Uses (5 operations)
Pack operation
Read lead on close
recued-core.close.lead.read
Pack operation
Search pipeline on close
recued-core.close.pipeline.search
Pack operation
Search opportunity status on close
recued-core.close.opportunity_status.search
Pack operation
Create opportunity on close
recued-core.close.opportunity.create
Pack operation
Create task on close
recued-core.close.task.create
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.