Update Zoho CRM deal next step
Approval-gated Zoho CRM deal follow-up workflow. It reads one deal, updates bounded daily deal fields, and can add one note to the deal timeline. It does not create deals, delete records, convert leads, merge records, bulk-update, mutate settings, run COQL/query APIs, attach files, or call arbitrary Zoho endpoints.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (5 steps)
deal
?
deal_update
?
has_note
compare
Check if setting note content has data
note_create
?
skip: step.has_note not_equal true
card
to_summary
Format results as a summary card
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
stage
setting
=
amount
setting
=
0
deal id
setting
=
zoho crm
setting
=
next step
setting
=
note title
setting
=
closing date
setting
=
note content
setting
=
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.