Infynity. Finsure grants the key.

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

Application fields (lender, product, current rate) and client fields (email, mobile) often come from two resources. Join them in Make with a second HTTP get if the search they issued does not return both — still using only the URLs they gave you. Exclude lodged, approved, or conditionally approved. This engine is for a settled loan.

Infynity will have its own communication rules. They sit on top of the Spam Act, they do not replace it.

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	clientId	Yes	No
First name	first_name	firstName	Yes	No
Last name	last_name	lastName	No	No
Email	email	email	Yes	No
Mobile	mobile	mobile	Recommended	No
Current rate	tbt_current_rate	custom.tbt_current_rate	Yes	Map or create
New-money rate	tbt_new_money_rate	custom.tbt_new_money_rate	Yes	YES - create or maintain
Loyalty gap (bps)	tbt_loyalty_gap_bps	custom.tbt_loyalty_gap_bps	Yes	YES - create / compute
Lender	lender	lender	Recommended	No
Product name	product_name	productName	Recommended	No
Existing client flag	existing_client	existingClient	Yes	Map
Email opt-out	email_optout	emailOptOut	Yes	No
Loyalty state	tbt_loyalty_state	custom.tbt_loyalty_state	Yes	YES - create this
Last loyalty touch	tbt_last_loyalty_touch	custom.tbt_last_loyalty_touch	Yes	YES - create this
Broker owner	broker_owner	brokerId	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 Infynity watch file. HTTP search using the URL Finsure 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 activity 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: custom.tbt_loyalty_state, custom.tbt_last_loyalty_touch. Confirm with Finsure. 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 Finsure issued. Filter settled, gap ≥ 25. Then POST canonical payload to Zap B. Map clientId, firstName, custom.tbt_*, brokerId.

Zap B step	Module
B6 Task	Webhooks → Custom Request. Activity 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].

• Do not pull supporting-document contents, TFNs or account numbers into the prompt.
• Leave auto_email_client as false. Default is email the broker, not the client.