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Create a Quo contact intake

by recued-core v1

Approval-gated Quo contact intake workflow. It reads contact custom field definitions for context, then creates one contact through recued-core.quo.contact.create with documented defaultFields and source metadata. It does not delete contacts, mutate phone settings, send messages, create tasks, create webhooks, or call arbitrary Quo endpoints.

How it works 10 steps

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

Process (10 steps)
trimmed_first_name trim
Trim whitespace from setting first name
trimmed_phone trim
Trim whitespace from setting phone
trimmed_email trim
Trim whitespace from setting email
has_first_name compare
Check if trimmed first name has data
has_phone compare
Check if trimmed phone has data
has_email compare
Check if trimmed email has data
ready all
Check if all conditions are true
custom_fields ?
create_contact ?
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.

quo setting =
role setting =
email setting =
phone setting =
source setting = recued
company setting =
last name setting =
first name setting =

Trust & control

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

Where it runs

Device + server Runs on your device (browser) or your server.

Permissions it requires

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

About

Tags

quo quoopenphonebusiness-phonecontactsintakeapprovalpack:quo

Details

10 steps 8 configurable settings recipe_id: create-quo-contact-intake