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Stage Prerequisites Checker

by recued-core v1 context

Validates deal fields against stage-specific prerequisites and renders a readiness checklist.

How it works

Data fetch
▼ deal deal-reader-hubspot
Fetch reader from hubspot
▼
Process (12 steps)
⚠ check_deal guard
Stop if deal is missing
■ prereqs switch
Map deal stage to one of: Proposal, Qualified, Negotiation
⚠ check_prereqs guard
Stop if prereqs is empty
■ deal_fields map
Extract from each item
■ format_labels map
Extract from each item
■ checklist_items map
Extract from each item
■ health to_checklist
Format results as an actionable checklist
■ prereq_statuses map
Extract from each item
■ met_flags map
Extract from each item
■ all_met all
Check if all conditions are true
■ advance_status switch
Map all met to one of: true, false
■ summary to_summary
Format results as a summary card
▼
Output
summary summary
checklist health

Settings (1)

Configurable at install. Defaults shown — change anytime in the extension.

stage prerequisites text = [object Object]

Tags

hubspot dealhubspotprerequisitesstagevalidation

Details

13 steps 1 configurable settings recipe_id: check-stage-prerequisites-hubspot

Install

Install in Recued View publisher Open Kitchen

If the webclient is not paired yet, copy check-stage-prerequisites-hubspot and paste it after pairing.