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Update a contact's job title (any CRM)

by recued-core v2 38 views

Use “Update a contact's job title (any CRM)” in Recued. It writes the job title to the contact you name, on whichever CRM connection you choose, with approval before the change is made.

How it works 7 steps

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

Process (7 steps)
■ target_id default
Apply default
■ title_value default
Apply default
■ has_target_id compare
Check if target id has data
■ has_title compare
Check if title value has data
■ skip_update any
Check if any of the conditions are true
◆ contact core.crm.contact.update
Update crm contact
skip: step.skip_update equal true
■ card to_summary
Format results as a summary card
▼
Output
summary card
Settings 2 configurable

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

job title setting =
contact id setting =

Uses (1 operation)

Pack operation Update crm contact core.crm.contact.update

About

Tags

crmcontactgatewaywriteapprovald-165d-255

Details

7 steps 2 configurable settings recipe_id: update-contact-catalog-crm