Use “Notify new inquiry from existing Salesforce customer” in Recued. When an email arrives from someone with an open or won deal in your CRM, it tells you, so you can answer them first.

How it works 22 steps

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

Process (22 steps)

■ event_mail_slug default

Apply default

■ event_record_id default

Apply default

■ pointer_present all

Check if all conditions are true

◆ message core.mail.get

Get mail

skip: step.pointer_present not_equal true

■ mail_fields defaults

Apply defaults

■ sender_lower lowercase

Convert sender to lowercase

■ sender_email trim

Trim whitespace from sender lower

■ is_inbound compare

Check if direction equals inbound

■ has_received_at compare

Check if received at is greater than 0

■ can_check all

Check if all conditions are true

■ from_email ternary

Apply ternary

■ as_of_iso date_add

Add 0 seconds to

skip: step.from_email is_null

■ as_of date_parse

Parse as of iso as a date

skip: step.from_email is_null

■ effective_as_of math

Calculate: max({{step.as_of}}, {{step.received_at}})

skip: step.from_email is_null

◆ business_context core.contact.business-context

Business context contact

skip: step.from_email is_null

■ deal_counts defaults

Apply defaults

■ has_open_deal compare

Check if open deals is greater than 0

■ has_won_deal compare

Check if won deals is greater than 0

■ is_customer any

Check if any of the conditions are true

■ 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 1 configurable

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

channels setting = [object Object]