CRM
Merge Audit Warehouse Sync with Rollback-Ready Reporting
On each completed reconciliation run, ships the full before/after merge audit log from Postgres into Snowflake, generates a reversible change manifest.
How it runs
The automated pipeline, trigger to output.
- TriggerReconciliation-completed webhookHTTP webhook
- ActionRead new audit rows from PostgresPostgres
- LogicBuild warehouse rows + rollback manifest
- ActionLoad audit + manifest into SnowflakeSnowflake
- LogicCheck anomaly thresholds
- OutputPost data-quality report to SlackSlack
What it does
Turns your dedup activity into an analyzable, reversible record. After a reconciliation run, it loads every merge — old values, new values, source decisions — from the operational Postgres audit table into Snowflake, builds a rollback manifest mapping each changed field to its prior value, and summarizes run health for the data team.
When to use it
When compliance or data governance needs a queryable history of every automated contact merge, and engineering wants a guaranteed path to reverse a merge that turns out wrong.
How it works
- 1A reconciliation-completed webhook triggers the sync.
- 2Read the run's new audit rows from Postgres.
- 3Transform them into a warehouse schema and a rollback manifest (field-level prior values).
- 4Load both into Snowflake tables.
- 5Compute run-level data-quality metrics (merges, conflicts, auto vs reviewed).
- 6Branch: if anomaly thresholds are exceeded, escalate; otherwise send a normal report.
- 7Post the report and a link to the rollback manifest to Slack.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect PostgresAny Postgres URL — query, write, migrate.
- 3Connect SnowflakeWarehouses, queries, shares.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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