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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.
On this page
Connector
Connect 2Checkout, pick your AI tool and paste the prompt.
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.
**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.
02
Read
It lists the matching customers in 2Checkout.
03
Match
It looks each one up in Capsule CRM by email, then by company name.
04
Report
It shows matched, probable and missing customers and email differences.
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.
2checkout-get-customer
capsule-crm-get-party
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
Every billing customer found in the CRM, or flagged
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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