Connectors

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2Checkout

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Find expiring 2Checkout subscriptions with open Freshdesk tickets
Report
Cross-Connector

See open Freshdesk tickets behind expiring 2Checkout subscriptions

For customer success teams who want soon-to-expire subscriptions checked for open Freshdesk tickets, by asking their AI assistant.

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Find expiring 2Checkout subscriptions with open Freshdesk tickets
Which 2Checkout subscriptions expire in the next 30 days, and do those customers have open Freshdesk tickets?
12 subscriptions expire in 30 days, and 3 of those customers have open tickets. - alex@contoso.example: Pro, expires 2026-11-08, 2 open tickets, High, oldest 6120 - jo@fabrikam.example: Basic, expires 2026-11-15, 1 open ticket, Normal, 6188 - No tickets: 9 subscriptions - Checked: 12 emails, none left unchecked Want the full table sorted by expiry date?
2Checkout
Sample figures. Your results come from your own account.
2checkout-get-subscription
freshdesk-get-tickets

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

Unhappy customers slipping into renewal

Customer success staff export expiring subscriptions, then search the help desk for each customer one by one. With limited time, customers with open problems reach renewal unnoticed.

Without PopdockAI

  • Export expiring subscriptions from 2Checkout
  • Search Freshdesk for each customer email
  • Note open tickets and their priority
  • Run out of time before the list is done

With PopdockAI

  • Subscriptions expiring in your window read from 2Checkout
  • Up to 25 emails checked for unresolved Freshdesk tickets
  • Highest priority and oldest open ticket shown
  • Unchecked emails counted, 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:** List 2Checkout subscriptions expiring within the next `{days-ahead}` days (default 30) whose end users have unresolved Freshdesk tickets, so account owners can act before renewal.

**Step 1: Get expiring subscriptions**

Call `2checkout-get-subscription` with `expiration-date.from` set to today and `expiration-date.to` set to today plus `{days-ahead}` days. If `{product-name}` is given, pass it as `product-name`. Keep `subscription-reference`, `product-name`, `expiration-date`, `status` and `end-user-email`. Skip subscriptions with no `end-user-email`.

**Step 2: Check tickets for each email**

For each distinct `end-user-email`, call `freshdesk-get-tickets` with `requester-email` set to that value. Keep tickets whose `status` is not resolved or closed. Work through at most 25 emails, and say how many were left unchecked.

**Step 3: Report**

Table with end-user email, product, expiration date, open ticket count, highest priority and the oldest open `ticket-id`. Sort by expiration date, then by open ticket count. List separately the expiring subscriptions with no Freshdesk tickets.

**Rules & Guidelines:**

* `freshdesk-*` tools belong to the Freshdesk server; `2checkout-*` tools belong to the 2Checkout server. Both servers must be connected.
* The shared key across the two systems is the customer email address. Compare emails case-insensitively and trim spaces.
* Read-only. Do not call any 2Checkout write tool (for example `2checkout-subscription-extend` or `2checkout-subscription-renew`) and do not call any Freshdesk write tool.

**Validation:**

* If no subscription expires in the window, say so and stop.
* If an email has no Freshdesk tickets, count it as zero rather than as an error.

Who it's for

One answer, three teams that use it

Customer success managers

Fix problems before you ask for the renewal

See which expiring customers have unresolved tickets so you can get them closed first.

Which 2Checkout subscriptions ending in 60 days belong to customers with open Freshdesk tickets?

Support team leads

Prioritise tickets from customers up for renewal

Highest priority and oldest open ticket per customer help you decide what to escalate.

Show open Freshdesk tickets for customers whose 2Checkout Pro plan expires this month.

Account managers

Know which renewals are clean

Expiring subscriptions with no open tickets are listed apart, ready for a straightforward renewal.

Which 2Checkout renewals in the next 30 days have no open Freshdesk tickets?

How it works

What PopdockAI does when you ask

You set how far ahead to look and your AI assistant checks each expiring customer for open tickets. It tells you how many emails were left unchecked.

01

Ask

You set how many days ahead and optionally a product.

Your AI tool

02

Expiring

It lists 2Checkout subscriptions ending in that window.

2checkout-get-subscription

03

Tickets

It checks each customer email in Freshdesk for unresolved tickets.

freshdesk-get-tickets

04

Report

You get a table by expiry date and open tickets, plus those with none.

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-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

freshdesk-get-tickets

Returns tickets from Freshdesk, with filters on the fields that matter. Read-only.
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

Open problems seen before the renewal date

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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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