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Send a Wave estimate

by recued-core v4 33 views

Use “Send a Wave estimate” in Recued. It runs the Wave estimate send workflow with approval before changes are made.

How it works 10 steps

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 recued-core.wave.business.read
Read business on wave
◆ estimate recued-core.wave.estimate.read
Read estimate on wave
■ skip_approve compare
Check if setting approve before send does not equal true
◆ approved_estimate recued-core.wave.estimate.approve
Approve estimate on wave
skip: step.skip_approve equal true
■ skip_send compare
Check if has recipients does not equal true
◆ sent_estimate recued-core.wave.estimate.send
Send estimate on wave
skip: step.skip_send equal true
■ skipped compare
Check if skip send equals true
■ card to_summary
Format results as a summary card
▼
Output
summary card
Settings 9 configurable

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

to setting = [object Object]
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

Uses (4 operations)

Pack operation Read business on wave recued-core.wave.business.read
Pack operation Read estimate on wave recued-core.wave.estimate.read
Pack operation Approve estimate on wave recued-core.wave.estimate.approve
Pack operation Send estimate on wave recued-core.wave.estimate.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

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

Data it touches

Warehousedata.businessdata.estimateapprovedata.estimatesend

About

Tags

wave waveestimatequotesendemailapprovalpack:wave

Details

10 steps 9 configurable settings recipe_id: send-estimate-wave