Skip to content
Recued
Menu
← Back to recipes

Create a Zuora account intake

by recued-core v1

Approval-gated Zuora account intake. Reads catalog context, then creates exactly one account with bill-to contact fields through recued-core.zuora. Excludes payment methods, subscriptions, invoices, orders, bill runs, webhooks, and arbitrary endpoints.

How it works 17 steps

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

Process (17 steps)
account_name_text trim
Trim whitespace from setting account name
bill_to_first_name_text trim
Trim whitespace from setting bill to first name
bill_to_last_name_text trim
Trim whitespace from setting bill to last name
bill_to_email_text trim
Trim whitespace from setting bill to email
has_account_name compare
Check if account name text has data
has_first_name compare
Check if bill to first name text has data
has_last_name compare
Check if bill to last name text has data
products_raw ?
charge_definitions_raw ?
products default
Apply default
charge_definitions default
Apply default
product_count count
Count items in products
charge_definition_count count
Count items in charge definitions
skip_create any
Check if any of the conditions are true
created_account ?
skip: step.skip_create equal true
skipped compare
Check if skip create equals true
card to_summary
Format results as a summary card
Settings 16 configurable

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

city setting =
notes setting =
state setting =
zuora setting =
crm id setting =
country setting = US
address1 setting =
auto pay setting = false
currency setting = USD
zip code setting =
account name setting =
payment term setting = Due Upon Receipt
bill to email setting =
bill to last name setting =
bill to first name setting =
invoice delivery email setting = true

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

About

Tags

zuora zuorabillingsubscriptionsaccountintakecreateapprovalpack:zuora

Details

17 steps 16 configurable settings recipe_id: create-zuora-account-intake