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Reconcile 2Checkout customers with Capsule CRM
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Cross-Connector

Reconcile 2Checkout customers with Capsule CRM

For operations teams who keep billing and CRM records aligned, by asking their AI assistant to check 2Checkout customers against Capsule CRM.

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Reconcile 2Checkout customers with Capsule CRM
Check up to 25 2Checkout customers at companies containing Contoso against Capsule CRM.
Of 9 Contoso customers, 6 are matched in Capsule CRM, 2 are probable and 1 is missing. - Matched: 6 by email, owner Sam Patel on 4 - Probable: Contoso Ltd (company only), CRM email is info@contoso.com not billing@contoso.com - Missing from CRM: Contoso Labs - No email to match: 0 customers Want the full table with customer references?
2Checkout
Sample figures. Your results come from your own account.
2checkout-get-customer
capsule-crm-get-party

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

Billing customers lost from the CRM

Billing customers and CRM contacts are kept in two systems by hand. Customers go missing from Capsule CRM or sit there under a different email, and nobody finds out until a renewal is missed.

Without PopdockAI

  • Export customers from 2Checkout
  • Search Capsule CRM by email, then company
  • Note owners and email differences
  • Miss the renewal for a customer nobody owns

With PopdockAI

  • Customers read from 2Checkout for the company you name
  • Matched in Capsule CRM by email, then company
  • Matched, probable and missing shown with owner
  • No email means no match, 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:** Reconcile 2Checkout customers whose company contains `{company-filter}` against Capsule CRM contacts, reporting up to {max-customers} customers (default 25).

**Step 1: List customers in 2Checkout**

Call `2checkout-get-customer` (2Checkout server) with `company.contains` = {company-filter} and `max-records` = {max-customers}. If {company-filter} is empty, omit that filter. If nothing comes back, report that and stop.

**Step 2: Look each one up in Capsule CRM**

For each customer, call `capsule-crm-get-party` (Capsule CRM server) with `email` set to the customer's email. If there is no match, call it again with `organization-name.contains` set to the customer's company. Record the party-id, name, owner-name and email of what you find.

**Step 3: Report**

A table with one row per customer: 2Checkout customer-reference, company, email, then the Capsule CRM party name and owner-name, and a status of Matched, Probable (company only), or Missing from CRM. After the table list any Capsule CRM matches found by company whose email differs from the billing email.

**Rules & Guidelines:**

* `2checkout-*` tools are on the 2Checkout server; `capsule-crm-*` tools are on the Capsule CRM server. Both servers must be connected.
* This prompt is read-only. Do not call any 2checkout action tool (for example `2checkout-customer-update`, `2checkout-customer-add`, `2checkout-order-refund`, `2checkout-order-cancel`, `2checkout-subscription-disable`) and do not call any Capsule CRM write tool (`capsule-crm-add-party`, `capsule-crm-update-party`, `capsule-crm-add-note`, `capsule-crm-add-task`, `capsule-crm-add-opportunity`, `capsule-crm-update-opportunity`, `capsule-crm-add-case`, `capsule-crm-update-case`, `capsule-crm-update-note`, `capsule-crm-update-task`).
* Do not sweep Capsule CRM for contacts that have no 2Checkout customer; only check the customers you listed.

**Validation:**

* Compare emails case-insensitively and ignore surrounding spaces.
* If a customer has no email, mark it "no email to match" instead of guessing from the name.
* If the result was capped at {max-customers}, say so and that more customers may exist.

Who it's for

One answer, three teams that use it

Operations managers

Keep billing and CRM in step

See which customers are missing or filed under a different email.

Check 2Checkout customers at Fabrikam against Capsule CRM.

Account managers

Find customers with no owner

Missing customers have no owner in Capsule CRM, so nobody is watching their renewal.

Which 2Checkout customers at Northwind Traders are missing from Capsule CRM?

Sales operations

Fix contacts under the wrong email

Company matches whose email differs from billing are listed for correction.

List 2Checkout customers whose Capsule CRM contact has a different email.

How it works

What PopdockAI does when you ask

You give a company filter and your AI assistant checks each customer in Capsule CRM. It says when results were capped and never guesses.

01

Ask

You give a company filter and how many customers to check.

Your AI tool

02

Read

It lists the matching customers in 2Checkout.

2checkout-get-customer

03

Match

It looks each one up in Capsule CRM by email, then by company name.

capsule-crm-get-party

04

Report

It shows matched, probable and missing customers and email differences.

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

capsule-crm-get-party

Returns people and organizations from Capsule CRM with email, phone, job title, organization, location, owner and last contacted date. Filter by name, email, type, organization, owner, city, state or country.
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 billing customer found in the CRM, or flagged

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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.

Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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