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✅CS25 - 2. Onboarding - Review & Approve Applicant (staff)

⚠️ Needs ID 33 modules

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Flow (click modules to expand)

gateway CS25 - approved application
⚡ CS25 - approved appl...
#1
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google-sheets Sheet: Master List 2025
👁️ Master List 2025
error handler #2
from: drive
limit: 2
filter:
sheetId: Master List 2025
sortOrder: asc
spreadsheetId: 1RZsiZ33gaPQjig8ghX2yoxgTnlWZVdwsWLBdrHWhasA
tableFirstRow: A1:CZ1
includesHeaders: true
valueRenderOption: FORMATTED_VALUE
dateTimeRenderOption: FORMATTED_STRING
error Error Handler
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builtin Break #16
count: 2
retry: true
interval: 2
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xero Search For Contact error handler #7
type: field
limit: 1
filter:
tenantId: e71d044c-d576-4a92-87c3-82208e0465ae
summaryOnly: false
includeArchived: true
error Error Handler
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builtin Break #17
count: 2
retry: true
interval: 2
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wordpress get User
👁️ Cuber Site 2025 (Ell...
error handler #23
id: {{1.`__submission`.user_inputs.search_user}}
error Error Handler
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builtin Break #24
count: 2
retry: true
interval: 2
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fluentcrm get Contacts error handler #36
limit: 1
search: {{1.email}}
error Error Handler
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builtin Break #37
count: 2
retry: true
interval: 2
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google-sheets Sheet: Master List 2025
✏️ Master List 2025
error handler #3
from: drive
mode: select
values:
0:{{1.business_name}}
1:{{1.`__submission`.user_inputs.email}}
6:{{if(1.new_existing_cuber = "New"; "onboarding"; )}}
7:{{if(1.new_existing_cuber = "New"; 1.local_or_remote; )}}
8:{{if(contains(1.`__submission`.user_inputs.approved_store; "itzroy"); "approved"; )}}
9:{{if(contains(1.`__submission`.user_inputs.approved_store; "elb"); "approved"; )}}
23:{{1.vendor_id}}
26:{{1.unique_cuber_promo_code}}
sheetId: Master List 2025
rowNumber: {{2.`__ROW_NUMBER__`}}
spreadsheetId: /1HB13MgmQM5GHoBf2dmMNLoJPdO-gOFGz/1RZsiZ33gaPQjig8ghX2yoxgTnlWZVdwsWLBdrHWhasA
includesHeaders: true
useColumnHeaders: false
valueInputOption: USER_ENTERED
error Error Handler
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builtin Break #20
count: 2
retry: true
interval: 2
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wordpress update User
✏️ Cuber Site 2025 (Ell...
error handler #22
id: {{23.id}}
meta:
name: {{1.business_name}}
slug: {{1.business_name_for_permalink}}
roles: {{if(1.new_existing_cuber = "New"; "subscriber"; )}}
lastName: {{2.`4`}}
nickname: {{1.business_name}}
password: Cub3rlog!n
firstName: {{2.`2`}}
error Error Handler
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builtin Break #25
count: 2
retry: true
interval: 2
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util local_remote_clickup #42
name: local_remote_clickup
scope: roundtrip
value: {{if(contains(1.local_or_remote; "local"); "fd7e04ec-e06a-4a79-833a-91a3de67d61c"; "21955cd9-e0c5-4d63-a6b6-b34295d40b41")}}
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clickup edit ATask error handler #5
list_id: 900300930756
task_id: {{2.`21`}}
team_id: 9003069646
space_id: 90030159275
assignees:
rem:
folder_id: 90030502473
custom_fields:
39744513-941c-4b83-a9dc-0dcd995f740f:{{if(contains(1.`__submission`.user_inputs.approved_store; "elbourne"); "3d9cf887-ccb4-4da3-880b-dfab388f271f"; )}}
3a7581de-97d2-4813-8661-5ecdc205bc13:https://incube8r.com.au/wp-admin/options-general.php?page=stock-info-staff&user_id={{1.`__submission`.user_inputs.search_user}}
5f5a50cd-7b37-4059-8f36-4a12d57eb9c5:b42bb1b8-94d7-4a69-8604-9d6fa29e484a
64921cfd-c89a-44e1-9bc7-554a0b2eeb96:{{1.unique_cuber_promo_code}}
7f87c357-cf2e-47c0-aa60-13729e8c8f35:
80f8364a-eac2-4600-974a-a63b2808df9d:{{if(contains(1.`__submission`.user_inputs.approved_store; "elbourne"); "f412192c-959e-4bfa-9c57-4d73d83881f5"; )}}
82f7353d-406d-42bf-8e62-68dde3362c71:{{if(contains(1.`__submission`.user_inputs.approved_store; "itzroy"); "9a29e90b-b3ac-4a53-aa5a-bf72f17207fa"; )}}
870f4dfe-629a-4b9f-aa16-d4f4819b52da:{{if(contains(1.`__submission`.user_inputs.approved_store; "itzroy"); "3a897177-ffd5-4159-8ceb-f9ee67dfe987"; )}}
8c10b141-fdfa-483f-8b1c-aa5c0e852dc1:{{if(contains(1.`__submission`.user_inputs.approved_store; "elbourne"); "3d9cf887-ccb4-4da3-880b-dfab388f271f"; 1.`__submission`.user_inputs.approved_store + 1.`__submission`.user_inputs.dynamic_field + 1.`__submission`.user_inputs.Offered_Spaces_MC)}}
a0985e51-f542-44e2-99e9-c776dd4f9c3c:{{if(contains(1.`__submission`.user_inputs.approved_store; "itzroy"); 1.`__submission`.user_inputs.approved_store + 1.`__submission`.user_inputs.dynamic_field_1 + 1.`__submission`.user_inputs.Offered_Spaces_FZ; )}}
ae0b2854-bd5a-4fd7-a687-739b1ae90a38:{{42.local_remote_clickup}}
bf487f31-f609-460a-abe7-7a45e897918b:https://incube8r.com.au/wp-admin/user-edit.php?user_id={{1.`__submission`.user_inputs.search_user}}
cc58bda5-7c50-46e7-b5e9-5f66c8c06f42:3711948b-f771-4a82-85ed-1c49eefd4e8c
addCustomFieldDateTime: false
parseCustomFieldDateTimeOutput: false
error Error Handler
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builtin Break #21
count: 2
retry: true
interval: 2
builtin Basic Router #8 4 routes
route Branch 1
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xero Create Contact error handler #9
Name: {{2.`0`}} - {{2.`2`}} ({{2.`3`}} - {{2.`4`}})
LastName: {{2.`4`}}
tenantId: e71d044c-d576-4a92-87c3-82208e0465ae
FirstName: {{2.`2`}}
EmailAddress: {{1.`__submission`.user_inputs.email}}
error Error Handler
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email Send Email #34
cc:
to:
elle@incube8r.com.au
bcc:
from:
html: Please create / check. Onboarding has continued past this point. {{9.error.type}} {{9.error.message}} {{9.error.detail}}
sender:
headers:
replyTo:
subject: ERROR - {{9.error.message}} ( {{2.`14`}} )
priority: normal
inReplyTo:
references:
attachments:
contentType: html
builtin Ignore #33
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util set_xero_id #12
name: set_xero_id
scope: roundtrip
value: {{9.ContactID}}
route Branch 2
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email Send Email #10
cc:
to:
elle@incube8r.com.au
bcc:
from:
html: Please unarchive this cuber and regenerate enrolment fee. Contact{{2.`14`}} - {{7.Name}} is ARCHIVED. Email: {{2.`11`}} Xero Contact ID: {{7.ContactID}}
sender:
headers:
replyTo:
subject: Contact{{2.`14`}} - {{7.Name}} is ARCHIVED.
priority: normal
inReplyTo:
references:
attachments:
contentType: html
▶
google-sheets Sheet: Master List 2025
✏️ Master List 2025
error handler #40
from: drive
mode: select
values:
25:ARCHIVED XERO RECORD
sheetId: Master List 2025
rowNumber: {{2.`__ROW_NUMBER__`}}
spreadsheetId: /1HB13MgmQM5GHoBf2dmMNLoJPdO-gOFGz/1RZsiZ33gaPQjig8ghX2yoxgTnlWZVdwsWLBdrHWhasA
includesHeaders: true
useColumnHeaders: false
valueInputOption: USER_ENTERED
error Error Handler
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builtin Break #19
count: 2
retry: true
interval: 2
route Branch 3
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util Function Sleep #30
duration: 20
▶
util Get Variables #13
variables:
set_xero_id
▶
util Set Variables #14
scope: roundtrip
variables:
▶
util Function Sleep #15
duration: 10
builtin Basic Router #31 2 routes
route Branch 1
▶
google-sheets Sheet: Master List 2025
✏️ Master List 2025
#28
from: drive
mode: select
values:
22:{{36.id}}
25:{{14.get_xero_id}}
sheetId: Master List 2025
rowNumber: {{2.`__ROW_NUMBER__`}}
spreadsheetId: /1HB13MgmQM5GHoBf2dmMNLoJPdO-gOFGz/1RZsiZ33gaPQjig8ghX2yoxgTnlWZVdwsWLBdrHWhasA
includesHeaders: true
valueInputOption: USER_ENTERED
▶
clickup edit ATask #29
list_id: 900300930756
task_id: {{2.`21`}}
team_id: 9003069646
space_id: 90030159275
assignees:
folder_id: 90030502473
custom_fields:
7f87c357-cf2e-47c0-aa60-13729e8c8f35:
eee9a270-1617-4542-8575-65be9b39b177:https://go.xero.com/Contacts/View/{{14.get_xero_id}}
addCustomFieldDateTime: false
parseCustomFieldDateTimeOutput: false
route Branch 2
▶
email Send Email #32
cc:
to:
elle@incube8r.com.au
bcc:
from:
html: Error in Scenario. No Xero ID found: Contact{{2.`14`}} - {{2.`9`}} {{2.`10`}}. Email: {{2.`11`}} Scenario Name: <b>{{var.scenario.name}}</b> Scenario URL: {{var.scenario.url}}
sender:
headers:
replyTo:
subject: No XERO Contact ID for {{2.`14`}} - {{2.`9`}} {{2.`10`}}.
priority: normal
inReplyTo:
references:
attachments:
contentType: html
route Branch 4
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wordpress search Users
👁️ incube8r 2024 (Elle ...
#26
limit: 10
order:
search: {{1.email}}