crm-workflow

What problem does it solve?

It eliminates manual, error-prone CRM updates by ensuring lead, quote, and pipeline state changes reliably trigger the correct downstream actions (like project creation, order creation, notifications, and state/field updates).

Core Features & Use Cases

• Workflow orchestration for CRM entities: Build or extend logic for lead conversion, quote acceptance, pipeline stage transitions, automation rules, and bulk operations across Lead, Quote, PipelineStage, Project, SalesOrder, and Person.
• State-machine side effects on status changes: Enforce safe enum validation, update probabilities on stage moves, set terminal timestamps on won/lost outcomes, and upgrade person.party_status only in the correct direction (lead/contact → customer).
• Quote/lead linkage and downstream creation patterns: Apply quote status propagation back to the lead, recalculate quote totals on line-item changes, and follow the existing _ensure_project_from_quote() pattern to create projects only when needed.

Quick Start

Ask the AI to build a workflow where a lead moved to “won” upgrades the linked person to a customer and automatically creates a project using a specified template.