Use “Update Zoho CRM deal next step” in Recued. It runs the Zoho CRM deal follow-up workflow with approval before changes are made.

How it works 5 steps

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

Process (5 steps)

◆ deal recued-core.zoho-crm-sales.deal.read

Read deal on zoho crm sales

◆ deal_update recued-core.zoho-crm-sales.deal.update

Update deal on zoho crm sales

■ has_note compare

Check if setting note content has data

◆ note_create recued-core.zoho-crm-sales.note.create

Create note on zoho crm sales

skip: step.has_note not_equal true

■ card to_summary

Format results as a summary card

▼

Output

summary card

Settings 7 configurable

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

stage setting = [object Object]

amount setting = 0

deal id setting = [object Object]

next step setting = [object Object]

note title setting =

closing date setting =

note content setting =