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Capsule CRM

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Check Capsule CRM deals against 2Checkout billing
Report
Cross-Connector

Find won Capsule CRM deals that are not being billed in 2Checkout

For sales and finance teams who ask their AI assistant to check closed Capsule CRM deals against active 2Checkout subscriptions.

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Check Capsule CRM deals against 2Checkout billing
Check our last 20 Won deals in Capsule CRM and tell me which customers do not have an active subscription in 2Checkout.
2 of 20 Won deals have no active subscription in 2Checkout. - Contoso Renewal: customer but no subscription - Fabrikam Upsell: not in 2Checkout - Skipped: 1 deal with an ambiguous contact, 1 with no email - Active subscriptions found: 16 Want the 16 matched deals listed with product and expiry?
Capsule CRM
Sample figures. Your results come from your own account.
capsule-crm-get-opportunity
capsule-crm-get-party
2checkout-get-subscription
2checkout-get-customer

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Capsule CRM

Capsule CRM
Run it on your own Capsule CRM data.

Connect Capsule CRM, pick your AI tool and paste the prompt.

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The problem

Won deals never billed, lost deals still charging

Sales and finance compare closed deals in Capsule CRM with subscriptions in 2Checkout by eye. Won deals never get billed, lost deals keep charging, and matching a deal to a customer means finding each contact email first.

Without PopdockAI

  • List deals at a stage in Capsule CRM
  • Find each deal's contact email
  • Search 2Checkout for a subscription
  • Miss won deals that were never billed

With PopdockAI

  • Deals at the stage are listed with contact emails
  • Billing in 2Checkout is checked by email, never by name
  • No subscription is told apart from unknown customers
  • Rows needing follow up are 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:** For Capsule CRM opportunities at milestone `{milestone-name}` (default "Won"), check whether the customer has an active subscription in 2Checkout. Review up to {max-opportunities} opportunities (default 20).

**Step 1: List opportunities in Capsule CRM**

Call `capsule-crm-get-opportunity` (Capsule CRM server) with `milestone-name` = {milestone-name} and `max-records` = {max-opportunities}. If nothing comes back, report that and stop.

**Step 2: Get the contact email**

For each opportunity call `capsule-crm-get-party` with `name.contains` set to the opportunity's party-name, and take the email. If more than one party matches, use the one whose organization-name equals party-organization-name; if still ambiguous, mark the opportunity "ambiguous contact" and skip it.

**Step 3: Look for billing in 2Checkout**

Call `2checkout-get-subscription` (2Checkout server) with `end-user-email` set to that email. If it returns nothing, call `2checkout-get-customer` with `email` set to it to tell "customer with no subscription" from "unknown to 2Checkout".

**Step 4: Report**

A table with one row per opportunity: name, party, value and currency, expected-close-date or closed-on-date, then the 2Checkout result: Active subscription (with product-name and expiration-date), Subscription not active, Customer but no subscription, Not in 2Checkout, or Ambiguous contact. Finish with a short list of the rows that need follow-up: a Won deal with no active subscription, or a Lost deal with an active one.

**Rules & Guidelines:**

* `capsule-crm-*` tools are on the Capsule CRM server; `2checkout-*` tools are on the 2Checkout 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`).
* Opportunity value and subscription price are not compared; only the existence and status of the subscription.

**Validation:**

* A contact with no email cannot be matched; report it as "no email" instead of searching by name in 2Checkout.
* If an email matches subscriptions under several customers, list them and do not pick one.

Who it's for

One answer, three teams that use it

Finance managers

Catch revenue that never started

Find won deals with no active subscription before month end.

Check our last 30 Won deals in Capsule CRM for an active 2Checkout subscription.

Sales operations

Stop charging lost customers

See lost deals that still have a subscription so you can fix them.

Which Lost deals in Capsule CRM still have an active subscription in 2Checkout?

Account executives

Confirm your customer is live

Check that a deal you won actually turned into billing.

Are my 10 most recent Won deals in Capsule CRM billing in 2Checkout?

How it works

What PopdockAI does when you ask

You name a deal stage and your AI assistant checks each deal against 2Checkout billing. It skips ambiguous contacts and changes nothing.

01

Ask

You name the deal stage, such as Won, and how many deals to review.

Your AI tool

02

Deals

It lists the Capsule CRM opportunities and finds each contact's email.

capsule-crm-get-opportunity
capsule-crm-get-party

03

Billing

It checks 2Checkout by email for an active subscription or a customer with none.

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

04

Report

You get a row per deal with the billing result and a list of rows needing follow-up.

Your AI tool

What PopdockAI provides

The tools behind the answer

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

get-data

capsule-crm-get-opportunity

Returns Capsule CRM sales opportunities with milestone, value, currency, probability, expected close date, owner and lost reason. Filter by name, party, owner, milestone, value range, expected close date or closed date.
get-data

capsule-crm-get-party

Returns people and organizations from Capsule CRM with email, phone, job title, organization, location, owner and last contacted date. Filter by name, email, type, organization, owner, city, state or country.
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

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.
Read only.Nothing in Capsule CRM 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

Every won deal billed, every lost one stopped

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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.

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