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autoCreateAccord

Automatically create an accord from a CRM deal by duplicating a playbook. Retool-role only. Serializes concurrent creations for the same CRM record, de-dupes against existing accords, adds customer CRM contacts, links to the parent account accord (inheriting its stakeholder map), auto-picks a banner, links matching meetings, and emits analytics and notifications.

autoCreateAccord(
  input: AutoCreateAccordInput!
): AutoCreateAccordPayload

Arguments​

autoCreateAccord.input ● AutoCreateAccordInput! non-null input​

The playbook, point person, CRM data, and contacts to create the accord from.

Type​

AutoCreateAccordPayload object​

Result of an automatic accord creation. A null accord signals the request was de-duplicated against an existing accord for the same CRM record (returned rather than thrown so retries do not fire).