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Rank upcoming Salesforce renewals by Stripe churn risk
For revenue leaders who want renewal forecasts checked against Stripe cancellations, past due subscriptions and disputes, by asking their AI assistant.
On this page
Connector
Connect Salesforce, pick your AI tool and paste the prompt.
The problem
Renewal forecasts blind to billing trouble
Renewals in Salesforce are forecast on contract dates and rep judgment, while the clearest churn signals, cancellations, past due subscriptions and disputes, sit in Stripe. Combining them means matching every renewing account to Stripe one at a time.
Without PopdockAI
- List contracts and renewal deals in the window
- Find each account's billing contacts
- Search Stripe for each customer by hand
- Forecast renewals on gut feel
With PopdockAI
- Ending contracts and renewal deals in the window are read
- Contact emails are matched to Stripe customers
- Subscriptions, past due invoices and disputes are checked
- Read only, with renewals ranked high, medium or low risk
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Find the Salesforce accounts with a contract ending or an open opportunity closing in the next `{days-ahead}` days (default 90), optionally owned by `{owner}`, and rank them by churn risk using their Stripe billing.
**Step 1: Find upcoming renewals in Salesforce**
Call `salesforce-get-contract` with `end-date.from` set to today and `end-date.to` set to today plus `{days-ahead}` days. Call `salesforce-get-opportunity` with `closed` set to false, `close-date.from` set to today and `close-date.to` set to the same end date; keep the ones whose type or name indicates a renewal. Add `owner.contains` set to `{owner}` on both when it is given. Build one list of accounts with the renewal date and amount.
**Step 2: Carry each account to Stripe**
For each account-id, call `salesforce-get-contact` with `account-id` set to it and collect the emails. For each email, call `stripe-get-customer` with `email` set to it. If no email matches, mark the account "not billed in Stripe" and continue.
**Step 3: Read churn signals in Stripe**
For each matched customer-id, call `stripe-get-subscription` with `customer-id`. Signals: status past_due, unpaid, incomplete or canceled; cancel-at-period-end true; current-period-end before the renewal date with no newer subscription. Also use delinquent from `stripe-get-customer`, open invoices from `stripe-get-invoice` (customer-id, status open), and disputes from `stripe-get-dispute` (customer-id).
**Step 4: Report**
A table sorted high risk first: account name, owner, renewal date, contract-number or opportunity name, renewal amount, Stripe status summary, signals found, risk (high, medium, low). High means cancel-at-period-end, canceled, or past_due with an open invoice. Medium means a single failed or past-due signal or an open dispute. Low means active with nothing outstanding. List the "not billed in Stripe" accounts last.
**Rules & Guidelines:**
* `salesforce-get-contract`, `salesforce-get-opportunity` and `salesforce-get-contact` are on the salesforce server. `stripe-get-customer`, `stripe-get-subscription`, `stripe-get-invoice` and `stripe-get-dispute` are on the stripe server.
* The join is contact email against Stripe customer email, matched case-insensitively and trimmed.
* This is read-only. Do not call `salesforce-update-opportunity`, `salesforce-add-task`, `salesforce-update-account`, `salesforce-add-case` or any other salesforce add or update tool.
**Validation:**
* If Salesforce has no renewals in the window, say so and stop.
* If an account maps to several Stripe customers, combine their signals and list every customer-id.Who it's for
One answer, three teams that use it
Revenue leaders
Forecast renewals with billing evidence
See which renewals carry real churn signals before committing the number.
Rank our Salesforce renewals in the next 120 days by Stripe churn risk.
Customer success managers
Focus on the accounts most likely to churn
Know which renewing customers have past due subscriptions or disputes so you can step in early.
Which of my renewals this quarter have past due Stripe subscriptions or open disputes?
Finance leaders
Link billing health to the renewal book
See billing risk across the renewal book in one ranked table.
Show renewals in the next 60 days with high churn risk based on Stripe billing, with amounts.
How it works
What PopdockAI does when you ask
You give a window, and your AI assistant grades each upcoming renewal using Stripe billing signals. Nothing is changed in either system.
01
Ask
You give a window of days, and optionally an owner.
02
Read
It finds Salesforce contracts ending and renewal deals closing in the window.
03
Check
It matches contact emails to Stripe and reads subscriptions, invoices and disputes.
04
Report
You get renewals ranked high, medium or low risk with the signals found.
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.
salesforce-get-contract
salesforce-get-opportunity
salesforce-get-contact
stripe-get-customer
stripe-get-subscription
stripe-get-invoice
stripe-get-dispute
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
Renewal forecasts that reflect real billing risk
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.
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