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Update Zoho CRM quote status

by recued-core v2 12 views

Use “Update Zoho CRM quote status” in Recued. It runs the Zoho CRM quote status 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)
quote ?
quote_update ?
card to_summary
Format results as a summary card
Settings 4 configurable

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

quote id setting = [object Object]
zoho crm setting =
valid till setting = [object Object]
quote stage setting = [object Object]

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

About

Tags

zoho-crm zoho-crmcrmquotessalesstatusapprovalpack:zoho-crm-backoffice

Details

3 steps 4 configurable settings recipe_id: update-quote-status-zoho-crm