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Create a Wave customer

by recued-core v1

Approval-gated Wave customer intake workflow. It reads the target business and optional existing email matches, then creates exactly one customer through recued-core.wave. It does not delete/archive customers, create invoices, record payments, mutate accounts or taxes, or call arbitrary GraphQL.

How it works 11 steps

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

Process (11 steps)
name trim
Trim whitespace from setting name
email trim
Trim whitespace from setting email
has_name compare
Check if name has data
business ?
existing ?
skip_create compare
Check if has name does not equal true
created_customer ?
skip: step.skip_create equal true
existing_matches default
Apply default
existing_match_count count
Count items in existing matches
skipped compare
Check if skip create equals true
card to_summary
Format results as a summary card
Settings 9 configurable

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

name setting =
wave setting =
email setting =
phone setting =
mobile setting =
website setting =
currency setting =
business id setting =
internal notes 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 Wave connection
Declared by the recipe — Recued grants these at install, where you review them before approving.

Data it touches

Warehousedata.businessdata.customercreate

About

Tags

wave wavecustomerintakeaccountingapprovalpack:wave

Details

11 steps 9 configurable settings recipe_id: create-wave-customer-intake