Use “Notify opportunities closing soon (Salesforce)” in Recued. Reactive alert. It uses the connections and settings you choose when you run it.

How it works 10 steps

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

Data fetch

▼ opportunity ?

▼ health_rows ?

▼

Process (8 steps)

■ score default

Apply default

■ days_to_close date_diff

Calculate days between event payload at and opportunity result CloseDate

■ 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

■ 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 4 configurable

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

channels setting = in_app

salesforce setting =

health floor setting = 60

close window days setting = 7