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Follow-up Reminder

by recued-core v2

Checks days since last activity on contact/deal/ticket and shows overdue status or missing data.

How it works 6 steps

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

Data fetch
contact ?
deal ?
ticket ?
Process (3 steps)
last_touch_timestamp coalesce
Use the first available value from: contact result properties notes last contacted, deal result properties notes last contacted, ticket result properties hs lastmodifieddate
days_since_touch date_diff
Calculate days between last touch timestamp and now
skip: step.last_touch_timestamp is_null
followup_checklist to_checklist
Format results as an actionable checklist
Settings 2 configurable

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

hubspot setting =
reminder threshold days number = 14

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.

About

Tags

hubspot follow-upremindercontactdealtickethubspotactivity

Details

6 steps 2 configurable settings recipe_id: followup-reminder-entity-hubspot