Schedule Zoho CRM meeting

by recued-core v4 30 views

Use “Schedule Zoho CRM meeting” in Recued. It runs the Zoho CRM meeting workflow with approval before changes are made.

How it works 3 steps

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

Process (3 steps)

◆ users recued-core.zoho-crm-work-admin.user.search

Search user on zoho crm work admin

◆ event_create recued-core.zoho-crm-work.event.create

Create event on zoho crm work

■ card to_summary

Format results as a summary card

▼

Output

summary card

Settings 10 configurable

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

venue setting =

owner id setting =

remind at setting =

event title setting = [object Object]

end datetime setting = [object Object]

related module setting = Deals

start datetime setting = [object Object]

related record id setting =

send notification setting = false

contact or lead id setting =

Pack operation Search user on zoho crm work admin recued-core.zoho-crm-work-admin.user.search

Pack operation Create event on zoho crm work recued-core.zoho-crm-work.event.create

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

Read your Zoho-crm connection

Declared by the recipe — Recued grants these at install, where you review them before approving.

3 steps 10 configurable settings recipe_id: schedule-meeting-zoho-crm