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Deal Activity Timeline

by recued-core v3 39 views

Use “Deal Activity Timeline” in Recued. Displays the most recent deal activities with relative timestamps and truncated subjects. Activities bind to your CRM connection via the standard service operation (HubSpot engagements).

How it works 9 steps

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

Process (9 steps)
◆ activities recued-core.hubspot.engagement.list
List engagement on hubspot
⚠ guard_no_activities guard
Stop if activities result results is empty
■ activities_flat map
Extract from each item
■ sorted_activities sort
Sort by
■ recent_activities slice
Take a subset of
■ enriched_activities map
Extract timestamp from each item
■ formatted_rows map
Extract from each item
■ activity_table to_table
Format results as a data table
■ timeline_header template
Generate text from a template
▼
Output
summary timeline_header
table activity_table
Settings 2 configurable

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

activity limit number = 10
subject truncate chars number = 60

Uses (1 operation)

Pack operation List engagement on hubspot recued-core.hubspot.engagement.list

About

Tags

hubspot dealactivityhubspottimeline

Details

9 steps 2 configurable settings recipe_id: view-deal-activities-hubspot