Automate CRM workflow state transitions for leads and quotes.
npx skills add https://github.com/michaelayoade/dotmac_crm --skill crm-workflow
Please help me install this Agent Skill. Skill: crm-workflow Source: https://github.com/michaelayoade/dotmac_crm/tree/main/.claude/skills/crm-workflow Command: npx skills add https://github.com/michaelayoade/dotmac_crm --skill crm-workflow
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).
person.party_status only in the correct direction (lead/contact → customer)._ensure_project_from_quote() pattern to create projects only when needed.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.
High-intent search queries and answers about installing and using this skill.
Automating lead conversion requires applying state-machine side effects to status transitions, triggering project creation from accepted quotes. You enforce enum validation and use automation action handlers to whitelist field updates for downstream sales entities.
A state machine handles pipeline stage probability updates by applying transition side effects during stage moves. It enforces safe enum validation and recalculates quote totals on line-item changes to ensure accurate downstream linkage.
Yes, you can upgrade person party status automatically by implementing status transition side effects. The state machine ensures party status upgrades only in the correct direction from lead or contact to customer when a linked lead reaches a won outcome.
Propagating quote acceptance back to a lead involves applying quote status propagation patterns. You implement handlers that recalculate quote totals, validate entity linkage correctness, and trigger targeted tests to verify accepted behaviors.
CRM workflow automation fails on bulk operations when status transition side effects lack proper enum validation or automation action handlers have non-whitelisted field updates. Implementing strict state-machine rules and targeted tests prevents these errors.
Project creation from accepted quotes follows the existing ensure project from quote pattern. You need to configure automation rule-driven conversions that create projects only when needed, applying quote totals and entity linkage correctness checks.
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