Validates deal stage progression requirements with dynamic checklist items.

How it works 10 steps

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

Data fetch

▼ deal ?

▼ contacts ?

▼

Process (8 steps)

■ decision_makers filter

Filter by condition

skip: step.contacts.result.results is_empty

■ has_decision_maker compare

Check if decision makers has data

skip: step.contacts.result.results is_empty

■ has_decision_maker_safe coalesce

Use the first available value from: has decision maker, false

■ pricing_discussed any

Check if any of the conditions are true

■ checklist_prospect to_checklist

Format results as an actionable checklist

skip: step.deal.result.properties.dealstage not_equal Prospect

■ checklist_qualified to_checklist

Format results as an actionable checklist

skip: step.deal.result.properties.dealstage not_equal Qualified

■ checklist_proposal to_checklist

Format results as an actionable checklist

skip: step.deal.result.properties.dealstage not_equal Proposal

■ checklist_negotiation to_checklist

Format results as an actionable checklist

skip: step.deal.result.properties.dealstage not_equal Negotiation

Settings 1 configurable

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

hubspot setting =