Case Study · CRM / Operations
Service Account Management & Debt Tracking
Real-time webhook system for account verification, balance lookup, and multi-channel debt notifications.
The Challenge
Automate account verification, balance tracking, and debt notification with real-time webhook integration.
The Solution
- Webhook-based real-time account lookup.
- Google Sheets-based directory database.
- Dynamic balance calculation and categorization.
- Multi-channel notification system (Manychat).
The Result
Sub-second webhook that looks up customer accounts, computes balance & debt status, and fires multi-channel notifications via Manychat.
<1sresponse
instant account lookup
System Status
All syncs operational
Technology Stack
Webhook Handlers
Google Sheets API
Manychat API
Conditional Logic
CRM Integration
Business Impact
Real-time webhook system for account verification, balance lookup, and multi-channel debt notifications.
Instant account verification (< 1 second response).
Automated debt notifications.
Reduced customer-support load.
Real-time payment status updates.
16
nodes
Workflow Complexity
Multi-conditional branching · Real-time webhooks
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