crm-rmx-sync-integration

Community

Plan and implement CRM ↔ RMX data syncs

AuthorEdWrld
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This skill provides a structured, repeatable plan to implement CRM to RMX synchronization for new or updated entities, including inbox/outbox handling, mappings, and EF Core migrations, enabling a consistent, production-ready integration workflow.

Core Features & Use Cases

  • Intake questions: identify source CRM table, sync fields, and ID strategy to scope the integration.
  • Gather context and schema: inspect CRM via crm_dbhub, review RMX schema, and locate existing mapper/entity patterns to align changes.
  • Plan to implement: produce a step-by-step blueprint spanning CRM changes (triggers, DTOs, payloads, and synchronizer logic) and RMX changes (JsonModels, InboxMappers, EF Core models/migrations, and syncing service).
  • Implement CRM and RMX: add outbox/inbox components, payload contracts, and upsert logic to keep CRM and RMX in sync, with dependency ordering (parents before children).
  • Optional live sync/outbox: accommodate downstream live sync or CRM-to-RMX outbox if required by the entity.
  • Validate: verify payload shapes, perform migrations, test payloads, and confirm sync_outbox status and logs.

Quick Start

Design and implement a CRM ↔ RMX sync integration plan for a given entity.

Dependency Matrix

Required Modules

None required

Components

references

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: crm-rmx-sync-integration
Download link: https://github.com/EdWrld/config.files/archive/main.zip#crm-rmx-sync-integration

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
View Source Repository

Agent Skills Search Helper

Install a tiny helper to your Agent, search and equip skill from 223,000+ vetted skills library on demand.