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Follow-up Reminder

by recued-core v3 38 views

Use “Follow-up Reminder” in Recued. 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 recued-core.hubspot.contact.read
Read contact on hubspot
▼ deal recued-core.hubspot.deal.read
Read deal on hubspot
▼ ticket recued-core.hubspot.ticket.read
Read ticket on hubspot
▼
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
▼
Output
checklist followup_checklist
Settings 1 configurable

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

reminder threshold days number = 14

Uses (3 operations)

Pack operation Read contact on hubspot recued-core.hubspot.contact.read
Pack operation Read deal on hubspot recued-core.hubspot.deal.read
Pack operation Read ticket on hubspot recued-core.hubspot.ticket.read

About

Tags

hubspot follow-upremindercontactdealtickethubspotactivity

Details

6 steps 1 configurable settings recipe_id: followup-reminder-entity-hubspot