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Maxio revenue operations digest

by recued-core v3 37 views

Use “Maxio revenue operations digest” in Recued. It provides a scheduled, read-only Maxio Advanced Billing digest.

How it works 24 steps

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

Process (24 steps)
◆ site recued-core.maxio.site.read
Read site on maxio
◆ stats recued-core.maxio.insights.stats.read
Read insights stats on maxio
◆ mrr recued-core.maxio.insights.mrr.read
Read insights mrr on maxio
◆ customers_raw recued-core.maxio.customer.search
Search customer on maxio
◆ subscriptions_raw recued-core.maxio.subscription.search
Search subscription on maxio
◆ invoices_raw recued-core.maxio.invoice.search
Search invoice on maxio
◆ product_families_raw recued-core.maxio.product_family.search
Search product family on maxio
◆ events_raw recued-core.maxio.event.search
Search event on maxio
■ defaults defaults
Apply defaults
■ customer_count count
Count items in customers
■ subscription_count count
Count items in subscriptions
■ invoice_count count
Count items in invoices
■ event_count count
Count items in events
■ has_activity compare
Check if event count is greater than 0
■ notify_enabled compare
Check if setting notify when activity equals true
■ should_notify all
Check if all conditions are true
◆ notify core.notification.send
Send notification
skip: step.should_notify not_equal true
■ subscription_rows slice
Take a subset of
■ invoice_rows slice
Take a subset of
■ event_rows slice
Take a subset of
■ subscription_table to_table
Format results as a data table
■ invoice_table to_table
Format results as a data table
■ event_table to_table
Format results as a data table
■ card to_summary
Format results as a summary card
▼
Output
summary card
table subscription_table
table invoice_table
table event_table
Settings 6 configurable

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

channels setting = [object Object]
end hour setting = 10
weekdays setting = 1,2,3,4,5
row limit setting = 15
start hour setting = 8
notify when activity setting = true

Uses (10 operations)

Triggers Time watch core.watch.time
Pack operation Read site on maxio recued-core.maxio.site.read
Pack operation Read insights stats on maxio recued-core.maxio.insights.stats.read
Pack operation Read insights mrr on maxio recued-core.maxio.insights.mrr.read
Pack operation Search customer on maxio recued-core.maxio.customer.search
Pack operation Search subscription on maxio recued-core.maxio.subscription.search
Pack operation Search invoice on maxio recued-core.maxio.invoice.search
Pack operation Search product family on maxio recued-core.maxio.product_family.search
Pack operation Search event on maxio recued-core.maxio.event.search
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 Maxio connection
Declared by the recipe — Recued grants these at install, where you review them before approving.

What it's allowed to do

Read Triggers core.watch.time read-only
Read Notifications core.notification.send external change

8 more aren't listed here. You'll see them at install.

Data it touches

SurfacesTriggersNotifications

About

Tags

maxio maxiobillingsubscriptionsinvoicesmrrdigestschedulenotificationpack:maxio

Details

24 steps 6 configurable settings recipe_id: revenue-operations-digest-maxio