crm.leads.create #

crm.leads.create(data: {
  name: string;
  email?: string | null;
  phone?: string | null;
  countryCode?: string | null;
  assignedTo?: number;
  teamId?: number;
  pipelineSlug?: string;
  stageSlug?: string;
  meta?: Record<string, unknown>;
}): Promise<Lead>;

async function run(context: Context, dolfin: DolfinApi): Promise<void> {
  const { lead } = context;
  const crm = await dolfin.crm.module(lead.moduleId);

  const newProspect = await crm.leads.create({
    name: "Acme Industrial Expansion",
    email: "procurement@acme-industrial.com",
    pipelineSlug: "default_pipeline",
    stageSlug: "new_lead",
    meta: {
      source: "Partner Referral"
    }
  });

  console.log(`Created new lead ID: ${newProspect.id}`);
}

async function run(context: Context, dolfin: DolfinApi): Promise<void> {
  const { lead } = context;
  const crm = await dolfin.crm.module(lead.moduleId);

  console.log(`Evaluating deal closure for lead #${lead.id} (${lead.name})`);

  try {
    // Only trigger if contract value is high
    const contractValue = Number(lead.meta?.deal_value || 0);

    if (contractValue >= 25000) {
      console.log(`High-value contract detected ($${contractValue}). Creating Year 2 Expansion lead.`);

      const expansionLead = await crm.leads.create({
        name: `${lead.name} — Year 2 Renewal & Expansion`,
        email: lead.email,
        phone: lead.phone,
        countryCode: lead.countryCode,
        pipelineSlug: "default_pipeline",
        stageSlug: "new_lead",
        assignedTo: lead.assignedTo || undefined,
        teamId: lead.teamId || undefined,
        meta: {
          parent_lead_id: lead.id,
          initial_contract_value: contractValue,
          deal_type: "Expansion Opportunity"
        }
      });

      // Link parent lead to expansion lead
      await crm.leads.notes.add(
        lead.id,
        `📦 Automated Expansion: Created child opportunity "${expansionLead.name}" (ID: ${expansionLead.id}).`
      );

      console.log(`Successfully spawned expansion lead ID #${expansionLead.id}.`);
    }
  } catch (error: any) {
    console.error(`Failed to create expansion lead: ${error.message}`);
    throw error;
  }
}