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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.
On this page
Connector
Connect 2Checkout, pick your AI tool and paste the prompt.
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.
**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.
02
Find
It looks up the customer and subscriptions in 2Checkout and stops if several customers match.
03
Match
It finds the same email in Drip and reads status, lead score, lifetime value, tags and campaigns.
04
Report
You get one profile and a line on any mismatch, such as a paying customer who is unsubscribed.
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.
2checkout-get-customer
2checkout-get-subscription
drip-get-subscriber
drip-get-campaign-subscriber
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.
The outcome
One customer view of billing and email marketing
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
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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