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Know who a customer is across 2Checkout and Capsule CRM
For account managers and support who ask their AI assistant for one profile of subscriptions, orders, contact owner, open deals and tasks.
On this page
Connector
Connect 2Checkout, pick your AI tool and paste the prompt.
The problem
Who is this customer, and what are we discussing with them
Account managers and support jump between 2Checkout and Capsule CRM to learn who a customer is, what they pay for and what is in progress. Orders can only be matched by name, so one side gets missed or the wrong person gets matched.
Without PopdockAI
- Look up subscriptions and orders in 2Checkout
- Search Capsule CRM for the contact and owner
- Open each opportunity and task
- Add amounts across currencies by mistake
With PopdockAI
- Billing read from 2Checkout, with name based order matches noted
- Owner, last contact, opportunities and tasks read from Capsule CRM
- Totals kept per currency
- A gaps section shows what exists in only one 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 a single profile for the customer with email `{customer-email}`, combining billing history from 2Checkout with relationship context from Capsule CRM. Look back no further than {lookback-days} days for orders (default 365).
**Step 1: Find the customer in 2Checkout**
Call `2checkout-get-customer` (2Checkout server) with `email` = {customer-email}. If it returns more than one customer, list them (customer-reference, company, email) and stop. If it returns none, report "not a 2Checkout customer" and continue to Step 3 with the email only.
**Step 2: Pull billing context from 2Checkout**
Take `customer-reference` from Step 1 and call `2checkout-get-subscription` with it as `customer-reference`. Then call `2checkout-get-order` with `billing-first-name` and `billing-last-name` from the customer record, keeping only orders whose order-date is inside the lookback window. Orders cannot be filtered by email, so say that the order match is by name and may include a different person with the same name.
**Step 3: Find the contact in Capsule CRM**
Call `capsule-crm-get-party` (Capsule CRM server) with `email` = {customer-email}. If nothing matches, retry once with `name.contains` set to the 2Checkout company name. If still nothing, report "not in Capsule CRM". If a party is found, call `capsule-crm-get-opportunity` with `party-name.contains` set to the party name, and `capsule-crm-get-task` with `party-id` set to the party id.
**Step 4: Report**
Three sections: Billing (customer reference, each subscription with product, status and expiration-date, order count and gross-price total per currency), CRM (name, owner-name, last-contacted-date, open opportunities with milestone-name and value, open tasks), and Gaps (anything present in one system and absent from the other).
**Rules & Guidelines:**
* `2checkout-*` tools are on the 2Checkout server; `capsule-crm-*` tools are on the Capsule CRM server. Both servers must be connected.
* This prompt is read-only. Do not call any 2checkout action tool (for example `2checkout-customer-update`, `2checkout-customer-add`, `2checkout-order-refund`, `2checkout-order-cancel`, `2checkout-subscription-disable`) and do not call any Capsule CRM write tool (`capsule-crm-add-party`, `capsule-crm-update-party`, `capsule-crm-add-note`, `capsule-crm-add-task`, `capsule-crm-add-opportunity`, `capsule-crm-update-opportunity`, `capsule-crm-add-case`, `capsule-crm-update-case`, `capsule-crm-update-note`, `capsule-crm-update-task`).
* Never sum amounts across currencies.
**Validation:**
* Match across systems on email, compared case-insensitively. If the emails differ but the company names match, show it as a probable match and label it as such.
* If either side returns nothing, say which system returned nothing and still report the other.Who it's for
One answer, three teams that use it
Account managers
Prepare for a call with the full picture
See what a customer pays for next to their open opportunities and tasks, so you know what to raise.
Give me 2Checkout billing and Capsule CRM opportunities for tom@fabrikam.com before my call.
Support agents
Find the owner behind a billing question
See who owns the customer in Capsule CRM and when they were last contacted, alongside their subscriptions.
Who owns sam@contoso.com in Capsule CRM, and what is he subscribed to in 2Checkout?
Sales operations
Find customers known to only one system
The gaps section shows billing customers with no CRM record and the reverse, one customer at a time.
Check whether lena@tailspintoys.com is in both 2Checkout and Capsule CRM, and list any gaps.
How it works
What PopdockAI does when you ask
You give an email and your AI assistant reads 2Checkout and Capsule CRM. Uncertain matches are called out as probable, and nothing is changed in either system.
01
Ask
You give the customer email and, if you like, a lookback period for orders.
02
Billing
It finds the customer, subscriptions and orders in 2Checkout and notes that order matches are by name.
03
CRM
It finds the Capsule CRM contact, then open opportunities and tasks.
04
Report
You get Billing, CRM and Gaps sections, with totals kept per currency.
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
2checkout-get-order
capsule-crm-get-party
capsule-crm-get-opportunity
capsule-crm-get-task
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
Billing and relationship context together, gaps called out
Related use cases
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