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See a HubSpot contact's Stripe billing without a Stripe login
For support teams answering billing questions who want invoices, charges and failures beside the HubSpot record, by asking their AI assistant.
On this page
Connector
Connect HubSpot, pick your AI tool and paste the prompt.
The problem
Billing questions mean waiting on finance or a Stripe login
When a contact gets in touch, the person answering sees their HubSpot record but not their Stripe billing. Questions about invoices, failed cards or refunds mean asking finance or logging into Stripe and searching by email.
Without PopdockAI
- Ask finance for the customer's billing details
- Or log into Stripe and search by email
- Read through subscriptions, invoices and charges
- Miss a duplicate customer record
With PopdockAI
- The HubSpot contact, company and open deals are read
- The matching Stripe customer's subscriptions, invoices and charges are added
- Failures, refunds and disputes are counted
- Duplicate Stripe customers are flagged, and nothing is changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** For the contact with email `{email}`, show their HubSpot record and company beside their Stripe billing: subscriptions, open invoices and charges in the last `{lookback-days}` days (default 90).
**Step 1: Find the contact in HubSpot**
Call `hubspot-get-contacts` with `email` = `{email}`. If nothing comes back, note that the contact is absent from HubSpot and continue to Step 2 with the email alone. Note `record-id`, `first-name`, `last-name`, `company-id`, `company-name`, `lifecycle-stage`, `lead-status` and `contact-owner`.
If the contact has a `company-id`, call `hubspot-get-deals` with `company-id` = that value and keep the open deals (stage not closed won or closed lost).
**Step 2: Find the customer in Stripe**
Call `stripe-get-customer` with `email` = `{email}`. If nothing comes back, report the contact as present in HubSpot and absent from Stripe and stop after the report. If both HubSpot and Stripe return nothing, say the email is unknown in both and stop.
**Step 3: Read billing in Stripe**
For each Stripe `customer-id`:
* `stripe-get-subscription` with `customer-id`.
* `stripe-get-invoice` with `customer-id` and `status` = open.
* `stripe-get-charge` with `customer-id` and `created.from` = today minus `{lookback-days}` days (default 90).
**Step 4: Report**
1. HubSpot: name, company, lifecycle stage, lead status, owner, open deals (name, stage, amount).
2. Stripe: customer-id, delinquent, balance.
3. Subscriptions: status, current period end, cancel at period end.
4. Open invoices: number, total, amount remaining, due date, hosted invoice link.
5. Charges: count succeeded, count failed with each failure-message, any refunded or disputed.
6. Anything that needs attention, in one short list.
**Rules & Guidelines:**
* `hubspot-get-contacts` and `hubspot-get-deals` are on the hubspot server; `stripe-get-customer`, `stripe-get-subscription`, `stripe-get-invoice` and `stripe-get-charge` are on the stripe server.
* Read-only. Do not call `hubspot-update-contact`, `hubspot-add-contact-note`, `hubspot-add-contact` or any other HubSpot add or update tool.
**Validation:**
* Compare emails case-insensitively and trimmed.
* If Stripe returns more than one customer for the email, report each one separately and flag the duplicate.
* If `{lookback-days}` is empty or not a number, use 90.Who it's for
One answer, three teams that use it
Customer support agents
Answer billing questions on the spot
See open invoices and recent failed charges while the customer is still on the line.
Does tom.reyes@fabrikam.com have any open invoices or failed charges in Stripe?
Account managers
Know billing status before a call
Check subscriptions and any refunds or disputes before you talk to the customer.
Pull up the Stripe billing picture for priya@contoso.com over the last 90 days.
Billing specialists
Spot duplicate customer records
Duplicate Stripe customers for the same email are flagged, so billing issues can be traced.
Is there more than one Stripe customer for dana@northwindtraders.com, and what does each have open?
How it works
What PopdockAI does when you ask
You give an email address and your AI assistant joins the HubSpot contact with their Stripe billing. You get the billing picture and anything needing attention, and nothing is changed.
01
Ask
You give an email address.
02
Read
It reads the HubSpot contact, their company and open deals.
03
Match
It finds the Stripe customer and reads subscriptions, open invoices and charges.
04
Report
You get the billing picture and anything needing attention, changing nothing.
What PopdockAI provides
The tools behind the answer
Ready made tools for HubSpot and one secure connection to your AI tool. No code, no exports.
hubspot-get-contacts
hubspot-get-deals
stripe-get-customer
stripe-get-subscription
stripe-get-invoice
stripe-get-charge
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
Billing answers in seconds, no Stripe login
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
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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