Use “Record what happened” in Recued. Won, lost or withdrawn. It uses the connections and settings you choose when you run it.
Record what happened
Use “Record what happened” in Recued. Won, lost or withdrawn. It uses the connections and settings you choose when you run it.
Complete workflow
Quote Pipeline
4 pinned recipes
Use Quote Pipeline in Recued for quotes, win rate, sales, and small business. It includes 5 built-in actions and 3 ready-to-run workflows. Actions that change data use Recued's approval controls.
You are viewing one recipe in this workflow. Installing it opens the complete pack so its other recipes and background automations arrive together.
Use “Record a quote you sent” in Recued. A quote you sent yourself — what, to whom, how much, and how long it stands. It starts undecided and counts towards no rate until you hear back.
Use “Where the quotes stand” in Recued. What is still out, what expires soon, what expired unanswered, and the win rate computed only over quotes you actually got an answer on.
Use “Records runtime” in Recued. It helps you complete this workflow using the connections and settings you choose.
The answer
won, lost, or withdrawn.
⛔⛔ AN OUTCOME IS RECORDED ONCE. A decided quote will not accept a second, different outcome. Flipping won to lost months later rewrites history and moves your win rate without anything showing that it moved. If the record is genuinely wrong, correcting it is a deliberate act, not a re-run of this.
⚠ withdrawn is neither a win nor a loss — you pulled the quote, the customer never chose. Counting it as a loss would punish you for your own decision; counting it as a win is absurd. It leaves the rate alone entirely.
⚠ Recording won does not create work, an engagement, or an invoice. Those are other packs, and wiring them together automatically would mean this pack deciding what a win turns into.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (20 steps)
quote_id
trim
Trim whitespace from setting quote id
id_present
compare
Check if quote id has data
id_guard
guard
Stop if id present equals
outcome_raw
trim
Trim whitespace from setting outcome
outcome
lowercase
Convert outcome raw to lowercase
outcome_known
compare
Check if outcome is one of won,lost,withdrawn
outcome_guard
guard
Stop if outcome known equals
quote
?
found
compare
Check if quote record id has data
found_guard
guard
Stop if found equals
already_decided
compare
Check if quote record status does not equal open
decided_guard
guard
Stop if already decided equals
now_iso
date_add
Add 0 seconds to
today_parts
split
Split now iso into parts
today
default
Apply default
decided_in
trim
Trim whitespace from setting decided on
decided_on
default
Apply default
lost_reason
trim
Trim whitespace from setting lost reason
apply
?
card
to_summary
Format results as a summary card
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
outcome
setting
=
won
quote id
setting
=
[object Object]
decided on
setting
=
lost reason
setting
=