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Log a Salesforce follow-up task for a failed Stripe payment
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Cross-Connector

Turn a failed Stripe payment into a Salesforce follow-up

For finance and account teams who want unpaid Stripe invoices and failed charges followed up from Salesforce, by asking their AI assistant.

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Log a Salesforce follow-up task for a failed Stripe payment
Create a Salesforce follow-up for billing@fabrikam.com, their Stripe payment failed.
Fabrikam Inc has 2,480 USD outstanding in Stripe. - Open invoice: INV-1042, 1,980 USD remaining, due 2026-09-30 - Failed charge: 500 USD on 2026-10-03, card declined - Task: Payment follow-up on Jordan Lee at Fabrikam Inc, due 2026-10-10 Shall I create the task?
Salesforce
Sample figures. Your results come from your own account.
stripe-get-customer
stripe-get-invoice
stripe-get-charge
salesforce-get-contact
salesforce-add-task
salesforce-get-task

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Salesforce

Salesforce
Run it on your own Salesforce data.

Connect Salesforce, pick your AI tool and paste the prompt.

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The problem

Failed payments that the account team never hears about

When a Stripe payment fails or an invoice goes unpaid, the account team in Salesforce should follow up, but the details sit in Stripe. Someone has to summarise what is owed, find the contact and create a task with the links, so it often never happens.

Without PopdockAI

  • Look up the customer's invoices and charges in Stripe
  • Add up what is outstanding by currency
  • Find the matching contact in Salesforce
  • Write the task and paste in every invoice link

With PopdockAI

  • Open invoices and failed charges from the last 30 days are read
  • It stops if the customer is paid up
  • The Salesforce contact is matched and the exact task shown
  • One task is created after you confirm, then read back

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 the Stripe customer with email `{customer-email}`, summarize what is unpaid and, only after the user confirms, create one Salesforce follow-up task due in `{due-in-days}` days (default 3).

**Step 1: Read the payment problem in Stripe**

Call `stripe-get-customer` with `email` set to `{customer-email}`. If nothing comes back, say so and stop. With its customer-id, call `stripe-get-invoice` (customer-id, status open) and `stripe-get-charge` (customer-id, status failed, created.from today minus 30 days). If there is nothing open and no failed charge, report that the customer is paid up and stop without writing.

**Step 2: Find the contact in Salesforce**

Call `salesforce-get-contact` with `email` set to `{customer-email}`. If none matches, report the customer as present in Stripe and absent from Salesforce and stop without writing. If several match, list them and ask which one to use.

**Step 3: Propose the task and wait**

Show the user exactly what will be written: subject "Payment follow-up: <amount and currency> outstanding in Stripe", who-id the contact-id, what-id the contact's account-id, due-date today plus `{due-in-days}` days, and comments listing each open invoice number with amount-remaining and due-date, each failed charge with amount and failure-message, and the hosted-invoice-url where present. Ask the user to confirm. Do not write anything until they say yes.

**Step 4: Write once, then confirm**

After a yes, call `salesforce-add-task` once with those values. Then call `salesforce-get-task` with `account-id` set to the account-id and `subject.contains` set to "Payment follow-up" and report the task that was created.

**Rules & Guidelines:**

* `stripe-get-customer`, `stripe-get-invoice` and `stripe-get-charge` are on the stripe server. `salesforce-get-contact`, `salesforce-add-task` and `salesforce-get-task` are on the salesforce server.
* `salesforce-add-task` is the only tool that may write, once, after the user confirms. Do not call `salesforce-update-task`, `salesforce-add-case`, `salesforce-update-opportunity`, `salesforce-update-contact`, `salesforce-update-account` or any other salesforce add or update tool.
* If the user declines, stop and write nothing.

**Validation:**

* If `salesforce-add-task` returns an error, report it verbatim and do not retry with different values without asking.
* Never add amounts in different currencies together; list each currency separately in the subject and comments.

Who it's for

One answer, three teams that use it

Accounts receivable

Hand payment problems to the account team

Turn a failed payment into a Salesforce task with the amounts and invoice links already in it.

Log a Salesforce follow up for accounts@contoso.com, their card was declined on the latest Stripe invoice.

Account managers

Know what your customer owes

Get the outstanding amount, invoices and failed charges on a task in your list before you call.

What does finance@northwindtraders.com owe in Stripe? Create a Salesforce task for their owner.

Billing specialists

Chase failed charges consistently

Every failed payment gets one task with the same details, so nothing depends on memory.

Create a Salesforce task for billing@fabrikam.com about unpaid Stripe invoices, due in 3 days.

How it works

What PopdockAI does when you ask

You give the customer's email, and your AI assistant summarises what is unpaid in Stripe and prepares a Salesforce task. Nothing is written until you confirm.

01

Ask

You give the customer's email, and optionally days until due.

Your AI tool

02

Read

It reads open invoices and failed charges from the last 30 days in Stripe.

stripe-get-customer
stripe-get-invoice
stripe-get-charge

03

Confirm

It matches the Salesforce contact and shows the exact task, and you say yes.

No items found.

04

Create

It creates the task on the contact and account and reads it back.

Your AI tool

What PopdockAI provides

The tools behind the answer

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

get-data

stripe-get-customer

Returns customer records (name, email, balance, delinquency, address) from Stripe.
get-data

stripe-get-invoice

Returns invoices (number, customer, status, dates, totals, amount remaining) from Stripe.
get-data

stripe-get-charge

Returns charges (amount, status, refunds, customer, card used) from Stripe.
get-data

salesforce-get-contact

Returns Salesforce contacts with their account, title, department, email, phone, mailing address, owner and lead source. Filter by name, email, account, title, owner, lead source and mailing city or state.
run-action

salesforce-add-task

Creates a Salesforce task with subject, due date, priority, status, assignee, comments and the contact, lead or record it relates to.
get-data

salesforce-get-task

Returns Salesforce tasks with their subject, due date, priority, status, assignee and the record they relate to. Filter by subject, assigned user, account, related record, contact or lead, status, priority, closed flag and due date.
Read only.Nothing in Salesforce 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 failed payment gets a dated follow up

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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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