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Notify new inquiry from existing Salesforce customer

by recued-core v1

Cross-substrate reactive alert. Listens to mail.created events; for each inbound message looks up the sender's canonical email as a Salesforce contact target_id and reads `lifecycle_stage_inferred_salesforce` via enrichment-list. Dispatches a notification when the sender's Salesforce lifecycle inference is `customer` — surfaces 'this customer is asking us something — and they bought from us'. Demonstrates the cross-substrate join the D-130 substrate enables (mail trigger + Salesforce enrichment read on canonical-email target_id; canonical-email matching is contract-level per D-130 P3 reconciler). Salesforce parallel of `notify-new-inquiry-from-existing-customer-hubspot`; both share `variant_group: notify-new-inquiry-from-existing-customer`.

How it works 8 steps

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

Process (8 steps)
from_email default
Apply default
subject default
Apply default
lifecycle_rows ?
skip: step.from_email is_null
lifecycle_stage default
Apply default
is_customer compare
Check if lifecycle stage equals customer
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 2 configurable

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

channels setting = in_app
salesforce setting =

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

Where it runs

Device + server Runs on your device (browser) or your server.

Permissions it requires

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

Data it touches

Warehousedata.enrichmentdata.mail

About

Tags

salesforcemailcustomeralertreactive

Details

8 steps 2 configurable settings recipe_id: notify-new-inquiry-from-existing-customer-salesforce