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Notify deals closing soon (cross-vendor CRM)

by recued-core v2 21 views

Use “Notify deals closing soon (cross-vendor CRM)” in Recued. Cross-vendor reactive alert.

How it works 11 steps

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

Data fetch
▼ health_rows core.data.enrichment.list
List data enrichment
▼
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 core.notification.send
Send notification
skip: step.should_alert equal false
■ card to_summary
Format results as a summary card
▼
Output
summary card
Settings 3 configurable

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

channels setting = [object Object]
health floor setting = 60
close window days setting = 7

Uses (2 operations)

Enrichments List data enrichment core.data.enrichment.list
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

Send notificationsRead your HubSpot connectionRead your Salesforce connection
Declared by the recipe — Recued grants these at install, where you review them before approving.

What it's allowed to do

Read Enrichments core.data.enrichment.list read-only
Read Notifications core.notification.send external change

Data it touches

SurfacesEnrichmentsNotifications
Warehousedata.enrichment

About

Tags

crmhubspotsalesforcedealalertreactivecross_vendor

Details

11 steps 3 configurable settings recipe_id: notify-deal-closing-soon-crm