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See one customer across Attio and 2Checkout
For support teams who want CRM and billing details for a customer side by side, just by asking their AI assistant.
On this page
Connector
Connect Attio, pick your AI tool and paste the prompt.
The problem
Customer answers live in two systems that never agree
Answering a customer question means checking Attio, then 2Checkout, then pasting the two together. The customer is often spelled or emailed differently in each, so mismatches go unnoticed.
Without PopdockAI
- Search 2Checkout for the customer by email or name
- Find the same person and company in Attio
- Copy deals, notes, subscriptions and orders side by side
- Miss the record that is spelled differently
With PopdockAI
- The customer is found in 2Checkout, and it stops if more than five match
- The person and company are matched in Attio with the basis stated
- Deals, notes, subscriptions and recent orders are shown together
- Mismatches are listed instead of guessed
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 view of the customer {customer} (an email address, or a company name) from Attio (CRM) and 2checkout (billing).
**Step 1: Find the customer in 2checkout**
If {customer} contains an @, call `2checkout-get-customer` (2checkout server) with email set to it. Otherwise call `2checkout-get-customer` with company.contains set to it. If more than 5 customers match, list them (customer-reference, company, email) and stop to ask which one.
**Step 2: Find the matching records in Attio**
Take email from the 2checkout customer and call `attio-get-record-people` (Attio server) with email-addresses set to it. Take company from the same customer and call `attio-get-record-companies` (Attio server) with
ame.contains set to it. If the person record has a company value, prefer that company. Say which records you matched and on what (email or company name).
**Step 3: Pull the context from both sides**
- Call `attio-get-record-deals` (Attio server) with ssociated-company set to the matched company. Keep deal-name, deal-stage, deal-value and deal-owner.
- Call `attio-get-note` (Attio server) with parent-record-id set to the company ecord-id, and keep the 3 most recent notes.
- Call `2checkout-get-subscription` (2checkout server) with customer-reference set to the 2checkout customer-reference. Keep product-name, status, start-date and expiration-date.
- Call `2checkout-get-order` (2checkout server) with illing-last-name set to the customer's last-name, and keep the 5 most recent orders by order-date.
**Step 4: Report**
Give: customer identity as 2checkout sees it, the matched Attio company and person, open deals, subscriptions with expiry, recent orders, recent notes. End with a short list of mismatches (different company spelling, email missing in Attio, subscription with no deal).
**Rules & Guidelines:**
* Attio tools are on the attio server; 2checkout tools are on the 2checkout server.
* Read-only. Do NOT call `attio-add-company`, `attio-add-person`, `attio-add-deal`, `attio-update-company`, `attio-update-person`, `attio-update-deal`, `attio-upsert-company`, `attio-upsert-person`, `attio-delete-company`, `attio-delete-person` or `attio-delete-deal` (Attio server), and do not call any 2checkout tool that adds, updates, cancels, refunds, enables, disables or deletes (2checkout server).
**Validation:**
* If Attio has no match, report the customer as present in 2checkout and absent from Attio, then still report the 2checkout side.
* If 2checkout has no match, report the Attio side only and say so.
* Treat emails as equal ignoring case; do not treat different domains as the same company without saying it is a guess.Who it's for
One answer, three teams that use it
Support agents
Answer billing questions with full context
See the customer's subscriptions and orders next to their CRM deals and notes, without switching tools mid conversation.
Show me everything Attio and 2Checkout have on jamie@contoso.com, including subscriptions and recent orders.
Account managers
See billing and deals for a company at once
Subscriptions with expiry dates sit beside open deals, so you know what the customer pays for before you pitch more.
Build a customer view for Fabrikam from 2Checkout and Attio, with open deals and subscription expiry dates.
Revenue operations
Find records that do not line up
The mismatch list shows customers whose details differ between systems, so you can fix the data at the source.
Match Northwind Traders across 2Checkout and Attio and list every mismatch you find.
How it works
What PopdockAI does when you ask
You give an email or company name and your AI assistant builds one view from 2Checkout and Attio. One sided matches are reported as such and nothing is written.
01
Ask
You give an email address or a company name.
02
Find
It locates the customer in 2Checkout and stops to ask if several match.
03
Match
It finds the person and company in Attio and says what it matched on.
04
Report
You get deals, notes, subscriptions, orders and a list of mismatches.
What PopdockAI provides
The tools behind the answer
Ready made tools for Attio and one secure connection to your AI tool. No code, no exports.
2checkout-get-customer
attio-get-record-people
attio-get-record-companies
attio-get-record-deals
attio-get-note
2checkout-get-subscription
2checkout-get-order
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 with every mismatch listed
Related use cases
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One prompt template with infinite possibilities.
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