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Apply CRM contact phone maintenance (any CRM)

by recued-core v2 22 views

Use “Apply CRM contact phone maintenance (any CRM)” in Recued. It runs the CRM maintenance write with approval before changes are made. It reads information without changing data in the connected service.

How it works 7 steps

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

Process (7 steps)
■ target_id default
Apply default
■ phone_value default
Apply default
■ has_target_id compare
Check if target id has data
■ has_phone compare
Check if phone value has data
■ skip_update any
Check if any of the conditions are true
◆ updated_contact core.crm.contact.update
Update crm contact
skip: step.skip_update equal true
■ summary to_summary
Format results as a summary card
▼
Output
summary summary
Settings 2 configurable

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

phone setting =
contact id setting =

Uses (1 operation)

Pack operation Update crm contact core.crm.contact.update

About

Tags

crmcontactdata-hygienemaintenancewriteapproval

Details

7 steps 2 configurable settings recipe_id: crm-contact-maintenance-apply