Hermes™

Hermes™ is the Onoots workflow automation engine. It connects deal lifecycle events to configurable actions — eliminating manual follow-up.

Trigger Events

Trigger	Description
`deal.stage_changed`	Deal moves to a new pipeline stage
`lead.claimed`	Agent claims a lead from the pool
`compliance.approved`	Broker approves compliance documents
`compliance.rejected`	Broker rejects compliance documents
`cap.reached`	Agent reaches their annual GCI cap
`equity.granted`	New equity grant created

Available Actions

Action	Description
`send_email`	Send templated email to agent/broker/client
`send_sms`	Send SMS notification (Twilio)
`create_task`	Create a to-do item in the dashboard
`webhook`	POST payload to external URL
`update_lead_status`	Automatically update lead record

Example Workflow Config


{
  "name": "Compliance reminder",
  "trigger": "deal.stage_changed",
  "conditions": [{ "field": "to_stage", "equals": "offer" }],
  "actions": [
    {
      "type": "send_email",
      "template": "compliance_reminder",
      "to": "agent"
    },
    {
      "type": "create_task",
      "title": "Upload compliance documents",
      "due_days": 3
    }
  ]
}

API


GET  /api/dashboard/agents/workflows
POST /api/dashboard/agents/workflows
PATCH /api/dashboard/agents/workflows/[id]
DELETE /api/dashboard/agents/workflows/[id]