Order-to-Cash Exception Agent8 nodes
Order-to-Cash Exception Agent
Inspect order, fulfillment, invoice, and payment events, then route revenue exceptions before they become customer-facing issues.
Workflow at a glance
The full canvas, before you import it
Click any node to see its config.
#Order to Cash#ERP#Payments#Revenue Ops#Finance Automation#AI Agent
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8 nodes · Free & source-available
Order-to-Cash Exception Agent
This finance and operations automation template watches the order-to-cash lifecycle across commerce, ERP, and payment systems. The agent explains what went wrong and routes the exact exception owner.
What this workflow does
- OrderEvent receives an order or invoice event
- FetchFulfillmentStatus checks warehouse or commerce fulfillment state
- FetchPaymentStatus checks payment or invoice state
- CashExceptionAgent identifies the mismatch and owner
- ExceptionGate branches on
CASH_EXCEPTION - NotifyRevenueOps alerts Slack
- PatchExceptionQueue posts to a placeholder queue API
- OrderCashResult returns the summary
Setup
Replace the fulfillment, payment, and queue endpoints, connect an LLM credential, and choose the revenue operations Slack channel.
How to import this template
- 1Click Import → Copy JSON on this page.
- 2Open your Heym and navigate to a workflow canvas.
- 3PressCmd+V/Ctrl+V— nodes appear instantly.
- 4Add your API keys in the node config panels and click Run.
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