Send a Wave estimate
Use “Send a Wave estimate” in Recued. It runs the Wave estimate send workflow with approval before changes are made.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (10 steps)
recipient_count
count
Count items in setting to
has_recipients
compare
Check if recipient count is greater than 0
business
?
estimate
?
skip_approve
compare
Check if setting approve before send does not equal true
approved_estimate
?
skip: step.skip_approve equal true
skip_send
compare
Check if has recipients does not equal true
sent_estimate
?
skip: step.skip_send equal true
skipped
compare
Check if skip send equals true
card
to_summary
Format results as a summary card
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
to
setting
=
[object Object]
wave
setting
=
message
setting
=
subject
setting
=
cc myself
setting
=
false
attach pdf
setting
=
true
business id
setting
=
[object Object]
estimate id
setting
=
[object Object]
from address
setting
=
approve before send
setting
=
false
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.