FINANCE

Recompute FX exposure on new invoice webhook

When a billing system posts a new or updated multi-currency invoice via webhook, recomputes that currency's running exposure from Snowflake and writes the refreshed position back…

CategoryFinance
Enginesim
Difficultyintermediate
Triggerwebhook
Steps5
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerInvoice event received via webhookHTTP webhook
  • LogicExtract currency and validate payload
  • ActionQuery latest open total for that currencySnowflakeSnowflake
  • ActionConvert total to base currencyHTTP webhook
  • OutputUpsert refreshed exposure row to PostgresPostgreSQLPostgres

What it does

Listens for invoice events from your billing or ERP system. On each event, it identifies the affected currency, re-queries Snowflake for that currency's total open receivables, converts the figure to base currency, and upserts the updated exposure row into a Postgres table that your BI dashboards read. This keeps the exposure view current within seconds of an invoice landing, rather than waiting for the next batch.

When to use it

Choose this when you need near-real-time exposure rather than a scheduled rollup — for example when invoices in volatile currencies arrive throughout the day and stale numbers would mislead hedging decisions.

How it works

  1. 1A webhook trigger receives an invoice created or updated event.
  2. 2A logic step extracts the currency and validates the payload.
  3. 3Snowflake returns the latest open-receivables total for that currency.
  4. 4An HTTP rate call converts the total to base currency.
  5. 5The refreshed exposure row is upserted into the Postgres exposure table.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect HTTP webhookTrigger any URL on agent actions.
  2. 2
    Connect SnowflakeWarehouses, queries, shares.
  3. 3
    Connect PostgresAny Postgres URL — query, write, migrate.
  4. 4
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  5. 5
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  6. 6
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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