Notify deals closing soon (cross-vendor CRM)
Use “Notify deals closing soon (cross-vendor CRM)” in Recued. Cross-vendor reactive alert.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Data fetch
health_rows
?
▼
Process (10 steps)
defaults
defaults
Apply defaults
vendor_label
default
Apply default
days_to_close
date_diff
Calculate days between event payload at and close date
is_within_window
compare
Check if days to close is at most setting close window days
is_in_future
compare
Check if days to close is at least 0
is_unhealthy
compare
Check if score is less than setting health floor
is_open
compare
Check if is closed meta equals open
should_alert
all
Check if all conditions are true
notify
?
skip: step.should_alert equal false
card
to_summary
Format results as a summary card
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
channels
setting
=
in_app
health floor
setting
=
60
close window days
setting
=
7
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.