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Create a Quo follow-up task

by recued-core v1

Approval-gated Quo follow-up task workflow. It reads recent conversation context for one phone number, then creates one task linked to one conversation through recued-core.quo.task.create_for_conversation. It does not send messages, delete tasks, change due dates after creation, mutate contacts, create webhooks, or call arbitrary Quo endpoints.

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 ?
skip: step.has_phone_number not_equal true
create_task ?
skip: step.ready not_equal true
card to_summary
Format results as a summary card
Settings 7 configurable

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

quo setting =
title setting =
due date setting =
row limit setting = 10
description setting =
conversation id setting =
phone number id 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-phonetasksfollow-upapprovalpack:quo

Details

12 steps 7 configurable settings recipe_id: create-quo-follow-up-task