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CRM RMX Sync Integration

crm-rmx-sync-integration

Create or update CRM to RMX syncing integrations. Use when adding a new synced entity, mapping, EF Core model/migration, or CrmSyncingInboxService logic for CRM to RMX (and optional RMX to CRM live sync/outbox). Produces a repeatable step-by-step plan and implements the integration.

majiayu000/claude-skill-registry0installs661starsSales & marketing

SKILL.md

Full skill instructions

CRM RMX Sync Integration

Overview

Create a repeatable plan and implement new CRM <-> RMX sync integrations (inbox, optional outbox/​live sync). Ask for missing decisions, inspect schemas via crm_dbhub and dbhub, then update CRM PHP sync pipeline and RMX .NET/​EF Core models, mappers, and CrmSyncingInboxService.

Workflow (Plan + Implement)

1) Intake questions (ask only if not already answered)

  • Which CRM table is the source? Provide schema and table name.
  • Which CRM fields must be synced (and any transforms/​defaults)?
  • Does RMX need a new table/​model (EF Core) or map into an existing RMX entity?
  • Is there RMX -> CRM live syncing or outbox syncing for this entity? If yes, what events/​fields?
  • Any dependencies (parent entities that must exist first)?
  • Desired ID strategy (CRM id, external id, GUID mapping)?

2) Gather context and schema

  • Read references/​rmx-syncing-guide.md.
  • Open the initial CRM doc at /​mnt/​wsl/​yourcrm/​public/​includes/​logical/​rmx-sync/​UptimeRMX-CRM-Integration-Instructions.md.
  • Use crm_dbhub to inspect CRM table columns and sample data shape.
  • Use dbhub to check RMX DB UptimeRmxBackend schema for existing tables/​fields.
  • Locate the closest existing mapper/​entity pair for pattern matching.

3) Produce the step-by-step plan

Include explicit file paths and ordered steps for:

  • CRM changes (triggers, DTO, payload, RmxSynchronizer)
  • RMX changes (JsonModels, InboxMappers, EF Core model/​migration, CrmSyncingInboxService)
  • Optional live sync/​outbox work
  • Testing, verification, and rollback notes

4) Implement CRM (inbox / CRM -> RMX)

  • Add triggers/​migrations for sync_outbox if the table is new to syncing.
  • Add SyncTables enum constant.
  • Create or extend CRM DTO model in /​mnt/​wsl/​yourcrm/​public/​includes/​logical/​rmx-sync/​Models.
  • Update RmxSynchronizer.php to collect entity data, map to payload field, and include deletions if needed.
  • Update payload model/​serializer if required.

5) Implement RMX (inbox / CRM -> RMX)

  • Add JSON model in UptimeRMX.Service/​CrmSyncing/​JsonModels.
  • Add mapper in UptimeRMX.Service/​CrmSyncing/​InboxMappers.
  • Update UptimeRMX.Service/​CrmSyncing/​SyncingInboxPayload.cs to include the new collection.
  • If a new table is needed: add EF Core model in UptimeRMX/​Models/​DefaultContextModels/​..., add DbSet in UptimeRMX/​Models/​Context/​DefaultContext.cs, and create a migration in UptimeRMX.Migrations.
  • Update UptimeRMX.Service/​CrmSyncing/​CrmSyncingInboxService.cs to upsert into RMX DB using existing SyncChunks and dictionary helpers (add to CrmSyncDatabaseDictionaryHelper if needed).
  • Preserve dependency ordering (parents before children).

6) Optional RMX -> CRM live sync / outbox

  • Add models and payload types used by live sync/​outbox flows.
  • Update RMX outbox service to publish, update CRM API handlers to apply changes.
  • Document any new endpoints and required auth keys.

7) Validate

  • Ensure payload serialization matches expected JSON casing.
  • Run migrations (if any).
  • Test with a sample payload or SyncCrmFromFiles.
  • Verify sync_outbox status and RMX logs.

Output expectations

  • Provide a concrete plan with numbered steps.
  • Call out files to edit and why.
  • Ask clarifying questions inline if info is missing.