Use “Stage Requirements Checklist” in Recued. 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 =