Approval-gated Zoho CRM quote status workflow. It reads one quote, then updates only the quote stage and valid-till date through recued-core.zoho-crm-backoffice. It does not create quotes, edit quoted line items, change prices, discounts, taxes, accounts, contacts, products, price books, attachments, PDFs, or call arbitrary Zoho endpoints.

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 =

zoho crm setting =

valid till setting =

quote stage setting =