Zoho CRM daily sales digest
Use “Zoho CRM daily sales digest” in Recued. It provides a scheduled, read-only digest for one Zoho CRM connection.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (30 steps)
org
recued-core.zoho-crm-sales-admin.org.read
Read org on zoho crm sales admin
deals_raw
recued-core.zoho-crm-sales.deal.recent
Recent deal on zoho crm sales
leads_raw
recued-core.zoho-crm-sales.lead.recent
Recent lead on zoho crm sales
cases_raw
recued-core.zoho-crm-sales.case.recent
Recent case on zoho crm sales
tasks_raw
recued-core.zoho-crm-sales.task.recent
Recent task on zoho crm sales
calls_raw
recued-core.zoho-crm-sales.call.recent
Recent call on zoho crm sales
events_raw
recued-core.zoho-crm-sales.event.recent
Recent event on zoho crm sales
defaults
defaults
Apply defaults
display_limit
clamp
Clamp setting row limit between 1 and 25
deal_rows
slice
Take a subset of
lead_rows
slice
Take a subset of
case_rows
slice
Take a subset of
task_rows
slice
Take a subset of
call_rows
slice
Take a subset of
event_rows
slice
Take a subset of
deal_count
count
Count items in deal rows
lead_count
count
Count items in lead rows
case_count
count
Count items in case rows
task_count
count
Count items in task rows
call_count
count
Count items in call rows
event_count
count
Count items in event rows
should_notify
all
Check if all conditions are true
summary
to_summary
Format results as a summary card
notify
core.notification.send
Send notification
skip: step.should_notify not_equal true
deal_rows_table
to_table
Format results as a data table
lead_rows_table
to_table
Format results as a data table
case_rows_table
to_table
Format results as a data table
task_rows_table
to_table
Format results as a data table
call_rows_table
to_table
Format results as a data table
event_rows_table
to_table
Format results as a data table
▼
Output
summary
summary
table
deal_rows_table
table
lead_rows_table
table
case_rows_table
table
task_rows_table
table
call_rows_table
table
event_rows_table
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
channels
setting
=
[object Object]
end hour
setting
=
10
weekdays
setting
=
1,2,3,4,5
row limit
setting
=
25
start hour
setting
=
8
notify when deals
setting
=
true
Uses (9 operations)
Triggers
Time watch
core.watch.time
Pack operation
Read org on zoho crm sales admin
recued-core.zoho-crm-sales-admin.org.read
Pack operation
Recent deal on zoho crm sales
recued-core.zoho-crm-sales.deal.recent
Pack operation
Recent lead on zoho crm sales
recued-core.zoho-crm-sales.lead.recent
Pack operation
Recent case on zoho crm sales
recued-core.zoho-crm-sales.case.recent
Pack operation
Recent task on zoho crm sales
recued-core.zoho-crm-sales.task.recent
Pack operation
Recent call on zoho crm sales
recued-core.zoho-crm-sales.call.recent
Pack operation
Recent event on zoho crm sales
recued-core.zoho-crm-sales.event.recent
Notifications
Send notification
core.notification.send
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.
Permissions it requires
Declared by the recipe — Recued grants these at install, where you review them before approving.What it's allowed to do
Read
Triggers
core.watch.time
read-only
Read
Notifications
core.notification.send
external change
7 more aren't listed here. You'll see them at install.