Connectors

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2Checkout

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2Checkout billing briefing for a Salesforce account
Report
Cross-Connector

Brief reps on a Salesforce account's 2Checkout billing before renewals

For sales teams who ask their AI assistant to match a Salesforce account's contacts to 2Checkout subscriptions and open opportunities.

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2Checkout billing briefing for a Salesforce account
Brief me on the Contoso account before Thursday's renewal call. Show 2Checkout subscriptions expiring in the next 60 days.
Contoso has 2 subscriptions expiring in 60 days and only one open opportunity. - Subscriptions: Team Plan (Active, expires 2026-11-20), Analytics Add-on (Active, expires 2026-12-05) - Open opportunity: Contoso Renewal, Negotiation, 14,000.00, closes 2026-11-15 - Gap: Analytics Add-on has no opportunity - No billing record: 1 contact Want the contact list with each subscription owner?
2Checkout
Sample figures. Your results come from your own account.
salesforce-get-account
salesforce-get-contact
2checkout-get-customer
2checkout-get-subscription
salesforce-get-opportunity

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

Renewal calls without knowing what is about to expire

Before a renewal call a rep checks Salesforce for the account and contacts, then looks each contact up in 2Checkout. A subscription close to expiry with no open opportunity is easy to miss, and contacts with no billing record go unnoticed.

Without PopdockAI

  • Open the Salesforce account and list its contacts
  • Search 2Checkout for each contact email
  • Note expiry dates by hand
  • Miss expiring plans with no opportunity behind them

With PopdockAI

  • Account and contacts read from Salesforce
  • Contacts matched to 2Checkout customers by email
  • Expiring subscriptions highlighted for your window
  • Risks and openings listed, nothing changed

The prompt

Use this prompt

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

Prompt
**Objective:** Brief a salesperson on the 2Checkout billing position of the Salesforce account named `{account-name}`, together with its open opportunities, looking at subscriptions expiring within `{days-ahead}` days (default 60).

This prompt needs both servers connected: salesforce (tools whose names start with salesforce-) and 2checkout (tools whose names start with 2checkout-).

**Step 1: Find the account**

Call `salesforce-get-account` (salesforce server) with `name` set to `{account-name}`; if nothing matches, retry with `name.contains`. If more than one account matches, list them and stop.

**Step 2: Find its people**

Call `salesforce-get-contact` (salesforce server) with the account's id as `account-id`. Keep each contact's email.

**Step 3: Find their billing records**

For each contact email, call `2checkout-get-customer` (2checkout server) with `email`. For each customer found, call `2checkout-get-subscription` (2checkout server) with the customer's reference as `customer-reference`. Note status and expiration date for each subscription. Contacts with no 2Checkout customer are reported as having no billing record.

**Step 4: Find the open opportunities**

Call `salesforce-get-opportunity` (salesforce server) with `account-id` and `closed` set to false.

**Step 5: Report**

Give: the account summary; a table of subscriptions (product, status, expiration date, owning contact); the subset expiring within the window; the open opportunities (name, stage, amount, close date); and a short list of risks or openings, such as an expiring subscription with no open opportunity.

**Rules & Guidelines:**

* Salesforce tools are on the salesforce server; 2Checkout tools are on the 2checkout server.
* Read-only. Never call any Salesforce add or update tool or any 2checkout write tool.

**Validation:**

* If no contact has a 2Checkout match, say so and still report the Salesforce side.
* Treat emails as the join key and compare them case-insensitively.

Who it's for

One answer, three teams that use it

Account executives

Walk into renewals with billing in hand

See each contact's 2Checkout subscriptions and expiry dates for the account you are about to call.

Brief me on Fabrikam's 2Checkout subscriptions before tomorrow's call, anything expiring in 90 days.

Sales managers

Find expiries with no opportunity behind them

The risks list shows subscriptions about to lapse with no open opportunity, so you can assign follow up.

For the Northwind Traders account, which 2Checkout subscriptions expire soon with no open Salesforce opportunity?

Customer success managers

See which contacts have no billing record

Contacts without a 2Checkout customer are reported, so you know who to ask about their account.

Which Contoso contacts in Salesforce have no 2Checkout billing record?

How it works

What PopdockAI does when you ask

You name the account and the expiry window, and your AI assistant reads Salesforce and 2Checkout. It stops if the account name matches several accounts.

01

Ask

You name the Salesforce account and how many days ahead to look for expiries.

Your AI tool

02

Account

It finds the account and its contacts, and stops if the name matches several accounts.

salesforce-get-account
salesforce-get-contact

03

Billing

It matches contact emails to 2Checkout customers and reads their subscriptions.

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

04

Report

You get subscriptions, the expiring subset, open opportunities and a short list of risks.

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

salesforce-get-account

Returns Salesforce accounts with their type, industry, owner, billing address, phone and annual revenue. Filter by name, account number, type, industry, owner, billing city or state, annual revenue and created date.
get-data

salesforce-get-contact

Returns Salesforce contacts with their account, title, department, email, phone, mailing address, owner and lead source. Filter by name, email, account, title, owner, lead source and mailing city or state.
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

salesforce-get-opportunity

Returns Salesforce opportunities with their account, stage, amount, probability, close date, next step, owner and whether they are closed or won. Filter by name, account, stage, owner, amount, close date and closed and won flags.
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

Reps know what expires before the renewal call

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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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