REFERENCE / FLOW-01

See how a lead-intake workflow should be tested.

This is a reference architecture and proposed test plan—not a live production demonstration. It describes the behaviors to define and verify before any workflow is presented as proven.

Reference workflow — not a live production demonstration.

This page shows a conceptual path and test scenarios. Each scenario is marked as planned until it is genuinely run in a dedicated test environment and supported by real evidence.

Workflow map / lead-to-CRM

From incoming event to next action.

Reference / not executed

01 / INPUTForm or webhookIncoming event

02 / CHECKValidate fieldsNormalize data

03 / CONTROLDuplicate checkDefine repeat behavior

04 / LOGICQualify & routeRules first

05 / OUTPUTCRM recordCreate or update

06 / ACTIONNotify / next stepAgreed trigger

Conceptual sequenceConnector and CRM selection: per-project reviewNo live data shown

PROPOSED TEST PLAN

Six scenarios worth naming before delivery.

The expected outcome must be agreed before a test is run. After execution, record the actual result, evidence timestamp/version, and any limitations. The cards below are planned scenarios—not pass results.

T-01Planned

Happy path

Submit a valid synthetic lead through the defined intake route.

CheckRequired fields and CRM output match the agreed mapping.

CaptureInput fixture, observed destination state, version/date.

T-02Planned

Repeated event

Send the same event identifier or equivalent repeat twice.

CheckConfigured duplicate rule is respected.

CaptureExpected and observed record count/state.

T-03Planned

Missing or malformed input

Remove a required field or send a format outside the accepted contract.

CheckReject, flag, or manual-review path is defined.

CaptureValidation response and resulting state.

T-04Planned

Destination API failure

Use a controlled test failure to exercise the defined error path.

CheckNo unsupported claim of retry or recovery.

CaptureError handling and any configured attempt policy.

T-05Planned

Timeout and retry

Exercise timeout behavior if retry logic is part of the implementation.

CheckOnly configured, verified retry behavior is asserted.

CaptureAttempt count, timing, stop condition.

T-06Planned

Recovery verification

Resume a deliberately failed test item using the agreed recovery method.

CheckFinal state is correct without unwanted duplicate side effects.

CaptureBefore/after state and limitations.

WHAT EVIDENCE SHOULD CONTAIN

Make the test report useful to the next person.

When a real test environment exists, evidence should be specific enough for a reviewer to understand the version, conditions, output, and limitations without exposing client data or secrets.

Per-scenario record

✓Scenario identifier and setup.
✓Expected behavior written before execution.
✓Observed result and status after execution.
✓Evidence timestamp, version, and redacted screenshots/logs when available.

Explicit limitations

✓Scenarios not run and conditions not covered.
✓Plan or API constraints that shaped the test.
✓Which retries, queues, alerts, or recovery actions actually exist.
✓Synthetic data only; no exposed tokens or client records.

evidence_record = {
  scenario: "T-01 / happy path",
  status: "Not run — reference plan",
  observed_result: null,
  evidence_timestamp: null,
  note: "Populate only from a genuine test run."
}

INTERESTED IN A SIMILAR FLOW?

Start with the actual systems and intended outcome.

Describe where the data starts, where it needs to go, and what should happen next. Fit and compatibility are checked during scoping.

Discuss a Similar Workflow ↗