Connectors

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2Checkout

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2Checkout and Drip customer marketing profile
Report
Cross-Connector

See a customer's 2Checkout billing and Drip status together

For support teams who ask their AI assistant for one profile that joins a customer's 2Checkout subscriptions with their Drip tags, score and campaigns.

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2Checkout and Drip customer marketing profile
Build a profile for dana@northwindtraders.com from 2Checkout and Drip. I want to know if she is still on an active plan and still getting our emails.
Dana Whitfield pays on an active plan but is unsubscribed in Drip. - 2Checkout: Northwind Traders, Pro Annual, Active, expires 2026-12-31 - Credit remaining: 0.00 - Drip: Unsubscribed, lead score 62, lifetime value 1,180.00 - Tags: customer, webinar-attendee - Campaigns: Onboarding series (completed) Want me to list the other subscriptions on this account?
2Checkout
Sample figures. Your results come from your own account.
2checkout-get-customer
2checkout-get-subscription
drip-get-subscriber
drip-get-campaign-subscriber

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

2Checkout

2Checkout
Run it on your own 2Checkout data.

Connect 2Checkout, pick your AI tool and paste the prompt.

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The problem

Billing and email status live in two different tools

When a customer writes in, support opens 2Checkout for subscriptions and Drip for subscriber status, tags and campaigns, then lines the two up by hand. A paying customer who is unsubscribed in Drip, or listed under another name, slips past.

Without PopdockAI

  • Search 2Checkout for the customer and their subscriptions
  • Search Drip again for status, tags and campaigns
  • Compare names and statuses by eye
  • Miss the paying customer who quietly unsubscribed

With PopdockAI

  • Customer and subscriptions read from 2Checkout by email
  • The same email found in Drip, never matched on name
  • Both names shown when the systems disagree
  • Nothing changed in either system

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Build one profile of the customer with email `{email}` from 2Checkout and Drip, covering at most `{max-records}` rows per lookup (default 25).

**Step 1: Find the customer in 2Checkout**

Call `2checkout-get-customer` with `email` set to `{email}`. Then call `2checkout-get-subscription` with `end-user-email` set to `{email}`. If no customer and no subscription match, say so and stop.

**Step 2: Find the same person in Drip**

Call `drip-get-subscriber` with `email` set to `{email}`. If nothing comes back, report the person as present in 2Checkout and absent from Drip, skip Step 3 and go to the report.

**Step 3: Campaigns and tags**

Call `drip-get-campaign-subscriber` with `email` set to `{email}` to list the campaigns the person is in. Use the tags field of the Drip subscriber for tags.

**Step 4: Report**

A table with: customer name, 2Checkout customer-reference, credit remaining, subscriptions (product-name, status, expiration-date), Drip status, lead-score, lifetime-value, tags, campaigns (name and status). End with one line on any mismatch, such as paying customer but Drip status unsubscribed.

**Rules & Guidelines:**

* Tools named `2checkout-get-*` belong to the 2checkout server. Tools named `drip-*` belong to the drip server. Both servers must be connected.
* This prompt is read-only. Never call any 2checkout action tool (for example `2checkout-customer-update`, `2checkout-subscription-disable`) and never call any drip action tool (for example `drip-add-subscriber`, `drip-add-subscriber-tag`, `drip-unsubscribe-subscriber`).
* Match people across systems on email address, compared case-insensitively after trimming spaces. Never match on name alone.

**Validation:**

* If `{email}` matches several 2Checkout customers, list them and stop.
* If Drip returns a different first or last name, show both and do not pick one.

Who it's for

One answer, three teams that use it

Support agents

Answer billing and email questions in one reply

See what a customer pays for and whether they still get your emails before you answer, without opening two consoles.

Show me 2Checkout subscriptions and Drip status for sam@contoso.com before I reply to his ticket.

Email marketers

Spot paying customers you can no longer email

Check whether an active subscriber is unsubscribed or missing tags in Drip, so campaigns reach the people who pay.

Is priya@fabrikam.com still subscribed in Drip, and is her 2Checkout plan active?

Customer success managers

Know credit, expiry and engagement before a call

Get credit remaining, subscription expiry, lead score and lifetime value for one customer in a single profile.

Profile lena@northwindtraders.com across 2Checkout and Drip, with her lead score and when her plan expires.

How it works

What PopdockAI does when you ask

You give an email and your AI assistant reads 2Checkout and Drip for you. It matches on email only and stops if several customers match, so you never see the wrong person.

01

Ask

You give the customer's email address.

Your AI tool

02

Find

It looks up the customer and subscriptions in 2Checkout and stops if several customers match.

2checkout-get-customer
2checkout-get-subscription

03

Match

It finds the same email in Drip and reads status, lead score, lifetime value, tags and campaigns.

drip-get-subscriber
drip-get-campaign-subscriber

04

Report

You get one profile and a line on any mismatch, such as a paying customer who is unsubscribed.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for 2Checkout and one secure connection to your AI tool. No code, no exports.

get-data

2checkout-get-customer

Returns customers records from the 2Checkout connector (read-only). Accepts the filters defined on the tool, such as record identifiers, status and dates, and returns the matching rows.
get-data

2checkout-get-subscription

Returns subscriptions records from the 2Checkout connector (read-only). Accepts the filters defined on the tool, such as record identifiers, status and dates, and returns the matching rows.
get-data

drip-get-subscriber

Returns Drip people (subscribers) with name, email, location, tags, status, GDPR consent, lead score and lifetime value. Filter by exact email, email domain, tag, status, country, minimum lead score, minimum lifetime value or date added.
get-data

drip-get-campaign-subscriber

Returns the people subscribed to each Drip email series campaign, with the campaign's status and the person's tags and lead score. Filter by campaign id or name, a person's email, subscriber status or minimum lead score.
Read only.Nothing in 2Checkout Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

How Popdock AI secures your data

The outcome

One customer view of billing and email marketing

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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See Documentation