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Notify meeting follow-up overdue (D-139)

by recued-core v2 26 views

Use “Notify meeting follow-up overdue” in Recued. It helps you complete this workflow using the connections and settings you choose.

How it works 6 steps

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

Data fetch
▼ lag_rows core.data.enrichment.list
List data enrichment
▼
Process (5 steps)
■ defaults defaults
Apply defaults
■ is_overdue compare
Check if bucket is one of long,slipping
■ should_skip compare
Check if is overdue does not equal true
◆ notify core.notification.send
Send notification
skip: step.should_skip equal true
■ card to_summary
Format results as a summary card
▼
Output
summary card
Settings 1 configurable

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

channels setting = [object Object]

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.connectiondata.enrichment

About

Tags

crmhubspotsalesforcedealengagementfollowupalertreactivecross_vendor

Details

6 steps 1 configurable settings recipe_id: notify-meeting-followup-overdue