CRM ↔ Labyrinth

Two systems, one continuous funnel

ElevateCRM runs the revenue motion (lead → pipeline → closed-won). The moment a deal is won, two things fire in parallel: a direct handoff creates the delivery contract in Labyrinth, and a governed fabric event notifies the ecosystem. Labyrinth then runs execution.

How the modules affect each other

Actions in one module ripple into others through triggers, automations and the fabric.

CRM → Labyrinth, step by step

Step A · Work the deal to "ready to win" (CRM)

The rep moves the deal across stages; each move emits deal_stage_change to MAi.

Pre-conditions for Closed-Won: contract_final_value (non-null), payment_terms (non-empty), and a complete handoff form (delivery owner + kickoff + checklist). Missing any → the move is blocked. A manager/admin may override with a reason.

Step B · Close the deal (CRM)

Closed-Won requires a win_reason (unless overridden). Deal then locks, status → won, probability → 100%, and apply_closed_won_automations runs.

Post-conditions: deal locked; delivery owner assigned; kickoff task created; finance notified; commission created; handoff fired; fabric event emitted.

Step C · The handoff call (CRM → Labyrinth)

CRM POSTs to {LABYRINTH_LIGHT_BASE_URL}/api/light/handoff with a Bearer token, gated by config + per-tenant flag.

What crosses the wire

The handoff payload shape:

{
  "externalSystem": "elevatecrm",
  "externalTenantId": "<tenant uuid>",
  "externalDealId":   "<deal uuid>",
  "dealName": "…",
  "clientName": "…",
  "contract": { "name": "<Client> Operating Launch", "clientPackage": "SILVER",
                "value": contract_final_value ?? proposal_value ?? amount },
  "milestones": [ "Sales to delivery handoff", "Campaign readiness", "First campaign execution" ]
}

Step D · Labyrinth receives & creates (post-conditions)

The receiver authenticates the token; requires externalDealId, externalTenantId, contract.name, clientName; is idempotent on (tenant, deal). On success it creates:

• a Contract at stage SIGNED, journey ONBOARDING, mode BUILD;
• the milestones + tasks from the payload (or defaults);
• three operational requests (schedule kickoff, confirm onboarding access, publish first plan);
• a Rainfall communication (requires-ack) and a system event (ELEVATECRM_HANDOFF_RECEIVED).

Prerequisites, gates & failure modes

Normal-operation expectations

• Happy path: close-won → 201 → contract visible in seconds; deal carries spiced.labyrinth_light = synced.
• Re-close / replay: idempotent — no duplicate contract.
• Handoff disabled: deal still closes; no contract; status skipped (not an error).

How CRM & Labyrinth connect to the wider fabric

Both apps emit governed events into the Elev8 fabric through Seraph, which validates/audits and routes to the system-of-record (MAi) and other engines.

Prerequisites for fabric integration

• ELEV8_FABRIC_ENABLED=true on the emitting app.
• Shared ELEV8_FABRIC_SECRET matching Seraph's, sent as X-Fabric-Token.
• ELEV8_SERAPH_URL pointing at the environment's Seraph; the app's origin allow-listed.

Enums, events & env

Labyrinth contract lifecycle (10-stage)

QUESTIONNAIRE → PROPOSAL → SOW → BID → SIGNED → ACTIVE → REVISED → CONFIRMING → COMPLETED → PAID (+ ON_HOLD, CANCELLED). Handoff creates contracts at SIGNED.

Operating journey stage

QUESTIONNAIRE · ONBOARDING · EVALUATION_STRATEGY · PROPOSAL · EXECUTION · DELIVERY · REPORTING · ENHANCEMENT · SCALING · EXIT. Handoff sets ONBOARDING.

Milestone status & approval chain

Status: NOT_STARTED · IN_PROGRESS · OPTIMIZED · EXECUTED · NEEDS_ATTENTION. Approval chain (all four): Coordinator → Advisor → Accountability → CEO.

Request state & red-tag severity

Request: OPEN · IN_PROGRESS · BLOCKED · COMPLETED · CANCELLED. Red tag: WARNING (blocks request) · CRITICAL (blocks milestone) · BLOCKER (blocks contract).

Fabric events

Key env vars

LABYRINTH_LIGHT_ENABLED · LABYRINTH_LIGHT_REQUIRED · LABYRINTH_LIGHT_DEFAULT_TENANT_ENABLED · LABYRINTH_LIGHT_BASE_URL · LABYRINTH_LIGHT_API_TOKEN · ELEV8_FABRIC_ENABLED · ELEV8_FABRIC_SECRET · ELEV8_FABRIC_HEADER · ELEV8_SERAPH_URL.