Connectors

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2Checkout

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Find 2Checkout customer subscriptions
Report

Find every subscription a 2Checkout customer holds

For support teams who ask their AI assistant to look up a customer by email or last name and list their 2Checkout subscriptions.

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Find 2Checkout customer subscriptions
What subscriptions does the customer with the last name Whitfield have in 2Checkout?
Dana Whitfield, Northwind Traders, has 3 subscriptions. - SUB-1042: Pro plan, active, expires 14 Nov 2026 - SUB-1077: Analytics add-on, active, expires 02 Jan 2027 - SUB-0988: Starter plan, expired and disabled - Note: the end user email differs from the customer email on SUB-1077 Want the activation dates too?
2Checkout
Sample figures. Your results come from your own account.
2checkout-get-customer
2checkout-get-subscriptionenduser
2checkout-get-subscription

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

Telling a customer they have nothing when they do

Finding everything a customer owns in 2Checkout means searching customers, subscriptions and end users separately. A name variant or a buyer who is only an end user makes the search come back empty.

Without PopdockAI

  • Search 2Checkout customers by email or name
  • Search subscription end users separately
  • Open each subscription for status and expiry
  • Tell the customer they have nothing

With PopdockAI

  • Customer found by email or last name
  • End users tried when no customer is found
  • Subscriptions listed by expiry with status and dates
  • Expired, disabled and duplicate ones noted, 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:** Find the customer matching `{customer-search}` (an email address or a last name) and list all of their subscriptions.

**Step 1: Resolve the customer**

If `{customer-search}` contains an @, call `2checkout-get-customer` with `email` set to it. Otherwise call it with `last-name.contains` set to it. If more than one customer is returned, list their name, email, company and customer-reference and stop so the user can choose. If none, also try `2checkout-get-subscriptionenduser` with the same email or `last-name.contains`, since the buyer may exist only as an end user, and report what you find.

**Step 2: List the subscriptions**

Call `2checkout-get-subscription` with `customer-reference` from Step 1 (or `end-user-email` when only an end user was found). Show subscription-reference, product-name, status, activation-date, expiration-date and subscription-enabled.

**Step 3: Report**

A table of the subscriptions ordered by expiration-date, then a short list of anything unusual: expired or disabled subscriptions, several subscriptions on the same product, mismatched emails between customer and end user.

**Rules & Guidelines:**

* This prompt is read-only. Never call a tool that adds, updates, deletes, cancels, refunds, enables, disables or otherwise changes 2Checkout data; only tools whose names start with 2checkout-get- may be called.
* Filters are exact or `.contains` matches and results are capped by `max-records`. If a result set looks cut off, say so and narrow the filter instead of guessing.
* Report only what the tools returned; do not invent values no tool exposed.
**Validation:**

* If `{customer-search}` is blank, ask for it and stop.

Who it's for

One answer, three teams that use it

Support agents

Find what a caller owns in seconds

List subscriptions with status and expiry even when the buyer is only an end user.

What 2Checkout subscriptions does priya@fabrikam.com have?

Customer success managers

Check a customer's renewals at a glance

See subscriptions ordered by expiry, with expired and disabled ones called out.

When do the 2Checkout subscriptions for the customer Patel expire?

Billing specialists

Spot duplicate subscriptions on one product

Repeats on the same product and mismatched emails are pointed out for review.

Does sam@contoso.com have more than one 2Checkout subscription on the same product?

How it works

What PopdockAI does when you ask

You give an email or last name and your AI assistant finds the customer and lists their subscriptions. If several customers fit it lists them and lets you choose.

01

Ask

You give an email address or a last name.

Your AI tool

02

Resolve

It finds the customer in 2Checkout, trying subscription end users if none is found.

2checkout-get-customer
2checkout-get-subscriptionenduser

03

List

It reads the customer's subscriptions with status, dates and enabled state.

2checkout-get-subscription

04

Report

It shows them by expiry date and notes expired, disabled or duplicate ones.

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

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-subscriptionenduser

Returns subscription end users 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.
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

Every subscription a customer holds, in one answer

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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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See Documentation