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Zoho CRM daily sales digest

by recued-core v1

Scheduled read-only digest for one Zoho CRM connection. It reads organization context, active users, recent deals, recent leads, recent cases, open tasks, calls, events/meetings, and recent notes through recued-core.zoho-crm-sales, renders compact sales and support tables, and can send an in-app nudge when deal rows are visible. It never creates, updates, deletes, converts, merges, bulk-imports, mutates settings, runs COQL/query APIs, changes users, or calls arbitrary Zoho endpoints.

How it works 25 steps

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

Process (25 steps)
org ?
users_raw ?
deals_raw ?
leads_raw ?
cases_raw ?
tasks_raw ?
calls_raw ?
events_raw ?
notes_raw ?
deals default
Apply default
leads default
Apply default
cases default
Apply default
tasks default
Apply default
calls default
Apply default
events default
Apply default
notes default
Apply default
deal_count count
Count items in deals
lead_count count
Count items in leads
case_count count
Count items in cases
task_count count
Count items in tasks
call_count count
Count items in calls
event_count count
Count items in events
should_notify all
Check if all conditions are true
summary to_summary
Format results as a summary card
notify ?
skip: step.should_notify not_equal true
Settings 7 configurable

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

channels setting = in_app
end hour setting = 10
weekdays setting = 1,2,3,4,5
zoho crm setting =
row limit setting = 25
start hour setting = 8
notify when deals setting = true

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

Where it runs

Device + server Runs on your device (browser) or your server.

Permissions it requires

Send notificationsRead your Zoho-crm connection
Declared by the recipe — Recued grants these at install, where you review them before approving.

About

Tags

zoho-crm-sales zoho-crmcrmsalesdealsleadscasestaskscallseventsdigestschedulepack:zoho-crm-sales

Details

25 steps 7 configurable settings recipe_id: zoho-crm-daily-sales-digest