CRM
On-Demand Account Decay Lookup via Webhook
Accepts an account ID over a webhook, computes its current last-touch decay score and flag on the spot.
How it runs
The automated pipeline, trigger to output.
- TriggerInbound webhook with account IDHTTP webhook
- ActionFetch account last-touch + pipeline from SalesforceSalesforce
- LogicCompute decay score and resolve flag tier
- ActionGenerate plain-English risk rationale with OpenAIOpenAI
- OutputReturn score, flag, and rationale in responseHTTP webhook
What it does
Exposes a single-account decay check as a webhook. Given an account identifier, it fetches the live last-touch and pipeline data, computes the same decay score used by the batch jobs, and responds with the score, decay flag, and a short explanation of why the account is rated where it is.
When to use it
Use this when a rep, a CRM button, or another workflow needs the current risk on one account right now without waiting for the next scheduled run. It is the interactive companion to the daily and weekly scoring jobs.
How it works
- 1An inbound webhook arrives carrying an account ID.
- 2Look up that account's last-activity date and pipeline value in Salesforce.
- 3Compute the decay score and resolve it to a flag tier.
- 4Generate a one-line plain-English rationale with OpenAI.
- 5Return the score, flag, and rationale in the webhook response.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect OpenAIModels, embeddings, files.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.