Validates deal amount against stage-specific ranges and renders a health checklist.

How it works 9 steps

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

Data fetch

▼ deal ?

▼

Process (8 steps)

■ stage_min switch

Map deal result properties dealstage to one of: proposal, prospect, qualified, negotiation

■ stage_max switch

Map deal result properties dealstage to one of: proposal, prospect, qualified, negotiation

■ amount_below_min compare

Check if deal result properties amount is less than stage min

skip: step.deal.result.properties.amount is_null

■ amount_above_max compare

Check if deal result properties amount is greater than stage max

skip: step.deal.result.properties.amount is_null

■ amount_out_of_range any

Check if any of the conditions are true

skip: step.deal.result.properties.amount is_null

■ range_dir switch

Map amount below min to one of: true, false

skip: step.deal.result.properties.amount is_null

■ range_message template

Generate text from a template

skip: step.deal.result.properties.amount is_null

■ validation_checklist to_checklist

Format results as an actionable checklist

Settings 1 configurable

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

hubspot setting =