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WORKFLOW LIBRARY OPERATIONS LRT-003

LRT-003 PREPARING

Lead Routing

I route every lead to an owner the moment it arrives.

Make Zapier
FIG Operating map EVENT -> RULE -> HANDOFF
TRIGGER N01 Source event lead or workflow input STATE WRITE N02 Record updated owner, tag, or stage WAIT / CHECK N03 Follow-up state pause or condition RULE D01 Resolve path branch by state PRIMARY N04 Clean advance move to next state ACTION N05 Lead Routing planned runnable version TRACKED EXIT
Node Active branch Handoff

Static operating map. Runnable versions and setup guides are still in preparation.

01 What this fixes

Recognition point

Someone tried to buy. You found out three days later.

Workflow response

I route every lead to an owner the moment it arrives.

Availability boundary

This page documents the workflow while the runnable Make and Zapier versions and their setup guides are still being prepared.
02 Setup steps
  1. 01

    Read the operating map

    Confirm the trigger, state write, decision, and exit before choosing a platform version.

  2. 02

    Choose the platform

    Use the platform notes to decide whether Make or Zapier fits the workflow.

  3. 03

    Map fields and statuses

    List the fields, tags, owners, stages, messages, and handoff states the workflow needs.

  4. 04

    Wait for a runnable version and its setup guide

    Import or open the workflow only after a runnable version and its setup guide are published.

  5. 05

    Run one controlled event

    When a version is available, test one internal lead or booking before leaving the workflow active.

03 Platform notes
Make RUNNABLE WORKFLOW
  • A runnable version and setup guide are being prepared for this platform.
Zapier RUNNABLE WORKFLOW
  • A runnable version and setup guide are being prepared for this platform.
04 Limitations and workarounds
Make

No runnable version and setup guide have been published yet.

Workaround

Use the related workflow page as the operating blueprint until this version is available.

Zapier

No runnable version and setup guide have been published yet.

Workaround

Use the related workflow page as the operating blueprint until this version is available.

05 JSON preview

Preview unavailable

No JSON preview is published yet.

A preview appears here only when a runnable Make or Zapier version exists for this workflow.

06 Setup guides
README · LRT-003

Setup guides are being prepared.

The setup guide appears here only when it is attached to a runnable platform version.