When it actually happened, and when Close heard about it
Use “When it actually happened, and when Close heard about it” in Recued. Close stamps every activity twice and the two mean different things. It reads information without changing data in the connected service.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (24 steps)
days
clamp
Clamp setting window days between 1 and 90
since
date_add
Add -{{step.days}} days to
happened_raw
?
happened
default
Apply default
synced_raw
?
synced
default
Apply default
any_activity
any
Check if any of the conditions are true
have_activity
template
Generate text from a template
fail: step.any_activity equal false
happened_count
count
Count items in happened
synced_count
count
Count items in synced
window_gap
math
Calculate synced count minus happened count
windows_agree
compare
Check if happened count equals synced count
contact
filter
Filter by condition
contact_count
count
Count items in contact
system
filter
Filter by condition
system_count
count
Count items in system
unclassified
filter
Filter by condition
unclassified_count
count
Count items in unclassified
type_values
pluck
Extract _type from each item
types_seen
unique
Remove duplicates from
merges
filter
Filter by condition
merge_count
count
Count items in merges
card
to_summary
Format results as a summary card
happened_table
to_table
Format results as a data table
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
close
setting
=
lead id
setting
=
[object Object]
window days
setting
=
30
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.