Connectors

/

Freshdesk

/

Profile a customer across Freshdesk and 2Checkout
Report
Cross-Connector

See a customer's tickets and subscriptions together

For support agents who ask their AI assistant to look up one email in Freshdesk and 2Checkout and report both.

Try PopdockAI free
Get a live demo
Profile a customer across Freshdesk and 2Checkout
Build a support and billing profile for dana@northwindtraders.com. Look back 90 days for tickets.
Dana Whitfield is in both systems, and her subscription expired while a ticket is still open. - Customer: Dana Whitfield, Northwind Traders, found in Freshdesk and 2Checkout - Support: 4 tickets, 1 not resolved, most urgent is Cannot export reports (High) - Billing: Analytics Pro, expired 31 Aug, subscription not enabled - Attention: Open ticket on a product whose subscription has expired Want me to check her other subscriptions?
Freshdesk
Sample figures. Your results come from your own account.
freshdesk-get-contacts
freshdesk-get-tickets
2checkout-get-customer
2checkout-get-subscription

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Freshdesk

Freshdesk
Run it on your own Freshdesk data.

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

Try PopdockAI free

The problem

Expired subscriptions get missed on open tickets

To answer a ticket properly, an agent copies the email into 2Checkout, finds the right customer and reads the subscriptions. Under pressure an expired subscription gets missed or the wrong customer record is opened.

Without PopdockAI

  • Copy the email from the Freshdesk ticket
  • Search 2Checkout for the customer
  • Open each subscription for status and expiry
  • Open the wrong record under pressure

With PopdockAI

  • Freshdesk tickets are read with status, priority and due date
  • The 2Checkout customer and subscriptions are found
  • Anything needing attention is called out
  • It asks when an email matches several records, and changes nothing

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Build a combined support and billing profile for the customer with email `{email}`, looking back `{lookback-days}` days for tickets (default 90).

**Step 1: Find the customer in Freshdesk**

Call `freshdesk-get-contacts` with `email` set to `{email}`. If nothing matches, note that the customer is not a Freshdesk contact and continue. Then call `freshdesk-get-tickets` with `requester-email` set to `{email}` and `created-at.from` set to the start of the look-back window. Note each ticket's `ticket-id`, `subject`, `status`, `priority`, `created-at` and `due-by`.

**Step 2: Find the customer in 2Checkout**

Call `2checkout-get-customer` with `email` set to `{email}`. Take `customer-reference` from the first match and call `2checkout-get-subscription` with `customer-reference` set to that value. If the customer lookup finds nothing, call `2checkout-get-subscription` with `end-user-email` set to `{email}` instead. If both find nothing, report the customer as present in Freshdesk and absent from 2Checkout, and continue.

**Step 3: Report**

Give three short sections: Customer (name, company, email, in which systems found), Support (ticket count, how many are not resolved or closed, the most urgent ticket), Billing (each subscription with `product-name`, `status`, `expiration-date`, `subscription-enabled`). End with one line on anything that needs attention, such as an expired subscription with an open ticket.

**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.
* This prompt is read-only. Do not call any `freshdesk-add-ticket`, `freshdesk-update-ticket`, `freshdesk-delete-ticket` or `freshdesk-reply-to-ticket` tool, and do not call any 2Checkout tool that adds, updates, cancels, refunds or extends.

**Validation:**

* If `{email}` matches more than one Freshdesk contact or 2Checkout customer, list the matches and ask which to use before continuing.
* If the two systems show different names for the same email, report both and do not choose one.

Who it's for

One answer, three teams that use it

Support agents

Answer with billing status in view

See product, status and expiry for every subscription before you reply to a ticket.

What 2Checkout subscriptions does liz@contoso.com have, and what Freshdesk tickets are open?

Billing support

Catch expired plans with open tickets

Expired subscriptions with an open ticket are flagged so the right conversation happens.

Does max@fabrikam.com have an expired 2Checkout subscription while a Freshdesk ticket is still open?

Customer success managers

Check a customer before a renewal call

One profile with tickets and subscriptions shows how the customer is doing before you talk renewal.

Build a support and billing profile for sam@northwindtraders.com covering the last 180 days.

How it works

What PopdockAI does when you ask

You give an email and a period, and your AI assistant builds a support and billing profile. Different names across the systems are reported, not chosen between.

01

Ask

You give the customer email and how far back to look at tickets.

Your AI tool

02

Support

It finds the Freshdesk contact and reads their tickets.

freshdesk-get-contacts
freshdesk-get-tickets

03

Billing

It finds the 2Checkout customer and their subscriptions, and stops to ask if an email matches several records.

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

04

Report

You get Customer, Support and Billing sections and what needs attention.

Your AI tool

What PopdockAI provides

The tools behind the answer

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

get-data

freshdesk-get-contacts

Returns contacts from Freshdesk, with filters on the fields that matter. Read-only.
get-data

freshdesk-get-tickets

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

Support and billing status side by side

Try PopdockAI free
Get a live demo

Related use cases

More ways to put this data to work

All Ramp use cases

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.

Try PopdockAI Free
See Documentation