Every lead in a steady orbit

tasks.ts

1// Was the last task of this stage ticked off?2// Then the deal moves to the next step by itself.3export async function taskCompleted(task: Task) {4  const deal = await deals.find(task.dealId);5  const open = await tasks.open(deal.id, deal.stage);67  if (open.length === 0) {8    const next = await stages.after(deal.stage);9    await deal.moveTo(next);10    await tasks.create(deal, next.tasks);11  }12}

inquiry.ts

1// An inquiry from the form on your website2// becomes a deal straight away, source included.3export async function newEnquiry(form: Form) {4  const existing = await deals.findDuplicate(form.phone);5  if (existing) return note(existing, form.message);67  const deal = await deals.create({8    title: form.project,9    source: "Website",10    phone: form.phone,11  });12  await sequences.start(deal, "New inquiry");13}

rules.ts

1// A customer request: large projects always2// go past the director first.3rule("deal.value.changed", async (deal) => {4  if (deal.value >= 50000) {5    await tasks.create(deal, {6      title: "Have the quote checked",7      for: "director",8      within: "2 working days",9    });10  }11});