Zoho CRM daily sales digest

by recued-core v2 11 views

Use “Zoho CRM daily sales digest” in Recued. It provides a scheduled, read-only digest for one Zoho CRM connection.

How it works 30 steps

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

Process (30 steps)

■ org ?

■ deals_raw ?

■ leads_raw ?

■ cases_raw ?

■ tasks_raw ?

■ calls_raw ?

■ events_raw ?

■ 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 ?

skip: step.should_notify not_equal true

■ deal_rows_table to_table