CRM
On-Demand Drift Snapshot to Postgres Audit Ledger
Triggered by an external webhook, it captures a full point-in-time HubSpot-vs-Stripe field comparison for a single customer and writes the diff to a Postgres audit ledger…
How it runs
The automated pipeline, trigger to output.
- TriggerInbound webhook supplies customer IDHTTP webhook
- ActionFetch HubSpot company billing fieldsHubSpot
- ActionFetch Stripe customer billing fieldsStripe
- LogicBuild per-field match/drift comparison
- OutputAppend snapshot row to Postgres audit ledgerPostgres
What it does
Given a customer identifier, it produces an immutable snapshot of how that account's billing fields look in HubSpot versus Stripe at this exact moment. It records every field, both values, and whether they agree, then appends the result to a Postgres audit ledger so you have timestamped evidence when a customer disputes a charge or contract term.
When to use it
Use it during a billing dispute or contract escalation when you need to prove what each system said at a given time, not just the latest state. Trigger it from a support tool or internal admin so an agent can pull evidence on demand.
How it works
An inbound webhook supplies the customer ID and kicks off the run. The flow fetches that customer's HubSpot company and Stripe customer in parallel and aligns the comparable billing fields. A comparison step builds a row per field marking match or drift. The complete snapshot, including a run timestamp and both source values, is inserted into a Postgres ledger table. The flow returns the snapshot ID so the caller can link directly to the saved evidence.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect HubSpotCRM, deals, marketing, support.
- 3Connect StripeCustomers, subscriptions, payments.
- 4Connect PostgresAny Postgres URL — query, write, migrate.
- 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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