Validates deal amount against stage-specific ranges with clear checklist feedback.

How it works 12 steps

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

Data fetch

▼ deal ?

▼

Process (11 steps)

■ amount_invalid any

Check if any of the conditions are true

■ 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

■ safe_min coalesce

Use the first available value from: stage min, N/A

■ safe_max coalesce

Use the first available value from: stage max, N/A

■ below_min compare

Check if deal result properties amount is less than stage min

skip: step.stage_min is_null

■ above_max compare

Check if deal result properties amount is greater than stage max

skip: step.stage_max is_null

■ out_of_range any

Check if any of the conditions are true

■ amount_issue all

Check if all conditions are true

■ range_issue any

Check if any of the conditions are true

■ validation_checklist to_checklist

Format results as an actionable checklist

Settings 2 configurable

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

hubspot setting =

stage ranges text = [object Object]