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✅CS25 - 3. Onboarding - Membership Agreement

⚠️ Needs ID 15 modules

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gateway FForm - 3. Onboarding 1 - Cuber Form - Cuber Details
⚡ FForm - 3. Onboardin...
#1
▶
google-sheets Sheet: Master List 2025
👁️ Master List 2025
error handler #7
from: drive
limit: 1
filter:
sheetId: Master List 2025
sortOrder: asc
spreadsheetId: 1RZsiZ33gaPQjig8ghX2yoxgTnlWZVdwsWLBdrHWhasA
tableFirstRow: A1:CZ1
includesHeaders: true
valueRenderOption: FORMATTED_VALUE
dateTimeRenderOption: FORMATTED_STRING
error Error Handler
▶
builtin Break #8
count: 3
retry: true
interval: 2
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google-sheets Sheet: Active Cubers to bill
👁️ Active Cubers to bil...
#30
from: drive
limit: 1
filter:
sheetId: Active Cubers to bill
sortOrder: asc
spreadsheetId: 1yN5MUWhNWk_BSa3BCubZirYujexuf45DVjJnI4BiTkQ
tableFirstRow: A1:CZ1
includesHeaders: true
valueRenderOption: FORMATTED_VALUE
dateTimeRenderOption: FORMATTED_STRING
▶
google-sheets Sheet: Master List 2025
✏️ Master List 2025
#11
from: drive
mode: select
values:
6:onboarding
30:{{if(1.monthly_cuber_membership_62[] = 68; "Self Managed Membership"; )}}
sheetId: Master List 2025
rowNumber: {{7.`__ROW_NUMBER__`}}
spreadsheetId: /1HB13MgmQM5GHoBf2dmMNLoJPdO-gOFGz/1RZsiZ33gaPQjig8ghX2yoxgTnlWZVdwsWLBdrHWhasA
includesHeaders: true
valueInputOption: USER_ENTERED
▶
clickup edit ATask With Custom Fields Advanced #15
task_id: {{7.`21`}}
assignees:
custom_fields:
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xero Search For Contact error handler #18
type: field
limit: 1
filter:
tenantId: e71d044c-d576-4a92-87c3-82208e0465ae
summaryOnly: false
includeArchived: false
error Error Handler
▶
email Send Email #19
cc:
to:
elle@incube8r.com.au
bcc:
from:
html:
sender:
headers:
replyTo:
subject: Could not send enrolment invoice to {{1.email}}
priority: normal
inReplyTo:
references:
attachments:
contentType: html
builtin Basic Router #20 3 routes
route Branch 1
▶
email Send Email #21
cc:
to:
elle@incube8r.com.au
bcc:
from:
html: Please unarchive this cuber and regenerate enrolment fee.
sender:
headers:
replyTo:
subject: Contact {{18.Name}} is ARCHIVED.
priority: normal
inReplyTo:
references:
attachments:
contentType: html
route Branch 2
▶
xero Create Invoice error handler #24
Date: {{now}}
Type: ACCREC
Status: AUTHORISED
Contact: {{18.ContactID}}
DueDate: {{addDays(now; 7)}}
tenantId: e71d044c-d576-4a92-87c3-82208e0465ae
LineItems:
Reference: IN.CUBE8R - Enrolment Fee
BrandingThemeID: eb2a01ed-b406-48fc-b57a-030ede52de3c
LineAmountTypes: Inclusive
error Error Handler
▶
builtin Break #25
count: 3
retry: true
interval: 2
▶
xero Send Invoice error handler #28
id: {{24.InvoiceID}}
tenantId: e71d044c-d576-4a92-87c3-82208e0465ae
error Error Handler
▶
builtin Break #29
count: 3
retry: true
interval: 2
route Branch 3
▶
google-sheets Sheet: Active Cubers to bill
✏️ Active Cubers to bil...
#31
from: drive
mode: select
values:
0:{{1.brand_name_31}}
1:{{1.email}}
2:Onboarding
3:{{1.monthly_cuber_membership_62[]}}
4:Monthly Membership
6:Inactive
7:{{if(30.`7` = null; "N/A"; )}}
8:{{if(30.`8` = null; "N/A"; )}}
9:{{if(30.`9` = null; "N/A"; )}}
10:{{if(30.`10` = null; 0; )}}
11:{{if(30.`11` = null; 0; )}}
12:{{if(30.`12` = null; 0; )}}
13:{{if(30.`13` = null; 0; )}}
14:{{if(30.`14` = null; 0; )}}
15:{{if(30.`15` = null; 0; )}}
19:Inactive
20:{{if(30.`20` = null; "N/A"; )}}
21:{{if(30.`21` = null; "N/A"; )}}
22:{{if(30.`22` = null; "N/A"; )}}
23:{{if(30.`23` = null; 0; )}}
24:{{if(30.`24` = null; 0; )}}
25:{{if(30.`25` = null; 0; )}}
26:{{if(30.`26` = null; 0; )}}
27:{{if(30.`27` = null; 0; )}}
28:{{if(30.`28` = null; 0; )}}
sheetId: Active Cubers to bill
spreadsheetId: /1HB13MgmQM5GHoBf2dmMNLoJPdO-gOFGz/1yN5MUWhNWk_BSa3BCubZirYujexuf45DVjJnI4BiTkQ
includesHeaders: true
insertDataOption: INSERT_ROWS
valueInputOption: USER_ENTERED
insertUnformatted: false