CRM conditions
Branch on Attio: person, company and deal facts read live at decision time, deal selection, and what happens when the CRM is down.
"check_deal": {
"type": "condition",
"params": { "mode": "all", "rules": [
{ "field": "crm.deal.exists", "op": "is_true" },
{ "field": "crm.deal.stage", "op": "is", "value": "Lead" },
{ "field": "crm.company.employee_count", "op": "is_not_empty" } ] },
"next": { "yes": "call_1", "no": "email_2" }
}crm.* facts come from the project's Attio key (Connect Attio) at the moment the condition runs: no sync, no staleness, and no write.
The lookup
One lookup per contact per step, shared by every crm.* rule in the condition:
- the person by the contact's email;
- the company by the email's domain, or the person's company when the domain matches nothing;
- the deals associated with the person or the company; the open ones (a stage whose title does not start with
closed,won,lostorchurn, and that Attio does not flag as won) are counted intocrm.deal.count_open, and one is selected bysettings.crm.deal_selection:newest_open(default),highest_value, orany_open(the oldest).
A contact without an email has no person and no company; crm.*.exists is false and every attribute is null.
What you can read
| Field | Value |
|---|---|
crm.person.exists, crm.company.exists, crm.deal.exists | bool |
crm.deal.count_open | number |
crm.deal.stage | the selected deal's stage title (Lead, In Progress, …), text |
crm.person.<slug>, crm.company.<slug>, crm.deal.<slug> | any attribute by its Attio slug, flattened to a scalar: status and select give their title, a name its full name, an email its address, a number its value, a date its ISO string, a list its items joined with commas |
The slugs, labels, types and the values of status and select attributes come from GET /v1/project/providers/attio/schema; a picker should show that list. The server validates any crm.<path> as text, so use is, is_not, contains, is_empty, is_not_empty (and compare numbers as strings).
When the CRM is down
A failed lookup (Attio unreachable, rate-limited, the key invalid) records the fact as null with the error message, so the rule does not match and the contact takes no; the run's facts say why. Nothing is retried and nothing blocks: design the no branch as the safe default. The lookup is cached per step, so one failure does not cost several calls.
With mock providers
The mock CRM reads settings.mock.crm on the project, keyed by email or domain:
curl -X PUT $SEQ/v1/project/settings -H "Authorization: Bearer $KEY" -H "Content-Type: application/json" -d '{
"mock": { "crm": { "byEmail": { "dana@example.com": { "person": { "job_title": "CFO" }, "deal": { "stage": "Lead", "value": 12000 }, "openDeals": 1 } } } }
}'