Effi. REST, if the group allows it.

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Connection type: API. HTTP modules only after they have said yes. Canonical crm value: effi. This pack does not invent an Effi endpoint.

Adviser / broker id should travel with the record so the broker task lands on the person who owns the file. Do not pull supporting-document contents into the prompt. Names, rates, gap, lender — that is enough.

Fields for this CRM

Create the ones marked YES. Map the ones you already store. Do not invent a second current-rate field.

Purpose	Canonical	This CRM	Required	Create?
Contact ID	contact_id	client_id	Yes	No
First name	first_name	first_name	Yes	No
Last name	last_name	last_name	No	No
Email	email	email	Yes	No
Mobile	mobile	mobile	Recommended	No
Current rate	tbt_current_rate	tbt_current_rate	Yes	Map or create
New-money rate	tbt_new_money_rate	tbt_new_money_rate	Yes	YES - create or maintain
Loyalty gap (bps)	tbt_loyalty_gap_bps	tbt_loyalty_gap_bps	Yes	YES - create / compute
Lender	lender	lender	Recommended	No
Product name	product_name	product_name	Recommended	No
Existing client flag	existing_client	existing_client	Yes	Map
Email opt-out	email_optout	email_optout	Yes	No
Loyalty state	tbt_loyalty_state	tbt_loyalty_state	Yes	YES - create this
Last loyalty touch	tbt_last_loyalty_touch	tbt_last_loyalty_touch	Yes	YES - create this
Broker owner	broker_owner	broker_id	Recommended	No
Broker email	broker_email	set in watch mapper	Yes	Set in the watch

Full translation and notes: 05-templates/CRM-Field-Map.csv. Gap is in basis points. Example: current 6.40 and new-money 5.90 is a 50 bps gap. Default watch threshold is 25 bps.

Make — watch file to import

No dedicated watch file for this CRM. There is no dedicated Effi watch file. HTTP search using the URL they issued → canonical payload → outreach webhook. Or the Sheets bridge. See 02-notes.md.

Fallback file: 02-make-blueprints/01e-TBT-Loyalty-Tax-Watch-GoogleSheets-Bridge.blueprint.json.

Everyone also imports 02-make-blueprints/02-TBT-Loyalty-Tax-Outreach.blueprint.json. Import outreach first so you have the webhook URL. Walkthrough: MAKE-Setup-Guide.html.

Make — last-step swap

On the outreach scenario, modules 7, 8 and 9 are HTTP placeholders labelled SWAP. Replace them. The middle (consent, gap gate ≥ 25 bps, OpenAI, broker Gmail) does not change.

Outreach module	Swap for
7 · Create the broker task — SWAP	HTTP task using the URL they issued. Title {{3.broker_task_title}}, body {{3.broker_task_body}}.
8 · Write the CRM note — SWAP	HTTP note. Body {{3.crm_note}}.
9 · Stamp loyalty touch — SWAP	HTTP update. Field-map names: tbt_loyalty_state, tbt_last_loyalty_touch. Confirm with the tenant. Do not skip.

Stamp body (use this CRM’s field names from the table):

{
  "tbt_loyalty_state": "touched",
  "tbt_last_loyalty_touch": "{{formatDate(now; \"YYYY-MM-DD\")}}"
}

Zapier — first module and last three

Zapier cannot import a Make blueprint. Build two Zaps by hand. Full click-path: ZAPIER-Setup-Guide.html. This page is the CRM-specific first and last steps only.

Where	What
Zap A · first module	Webhooks by Zapier → Custom Request against the search URL they issued. Filter gap ≥ 25, existing clients. Then POST canonical payload to Zap B. Map client_id, first_name, tbt_*, broker_id.

Zap B step	Module
B6 Task	Webhooks → Custom Request. Task URL they issued.
B7 Note	Webhooks → Custom Request. Note URL they issued. Body from crm_note.
B8 Stamp	Webhooks → Custom Request. Update URL they issued. State = touched, last touch = today.

Zap A then POSTs the canonical keys (see the field-map Canonical column) to Zap B’s Catch Hook. Leave auto_email_client as false. Replace [YOUR BROKER EMAIL], [YOUR FIRST NAME], [YOUR BUSINESS NAME].

• No key yet: copy Google-Sheet-Bridge-template.csv, keep those headers, paste your rows, upload to Google Sheets, import 01e. You are live on the bridge the same afternoon.
• Leave auto_email_client as false. Default is email the broker, not the client.