Macha
Alle Use Cases
Billing & Payments

Handle subscription billing questions

When a customer asks about their subscription, Macha pulls billing details from Stripe and relevant plan info from Notion, then presents a summary for the agent to review and respond.

Combines billing data with internal docs to give agents complete context for subscription questions.

Verwendete Integrationen

So funktioniert's

Zendesk
Trigger
Zendesk Ticket Created

Customer asks about subscription or billing

Kunde

A customer wants to know if they can switch from monthly to annual billing. Can you check their current plan?

Macha
Macha
Stripe Look up customer

Customer on Pro Monthly plan — $29/mo, active since Jan 2025

Macha
Macha
Notion Search plan info

Found pricing page in Notion — annual Pro plan is $290/yr (save $58)

Macha
Macha

The customer is on the Pro Monthly plan at $29/mo. Switching to annual would be $290/yr — that's a savings of $58.

Per our plan switching policy, the change takes effect at the next billing date and pro-rated credit is applied automatically.

Want me to draft a reply with these details?

Trigger und Aktionen

Zendesk Trigger

Ticket Created

Zendesk

Customer asks about subscription or billing

Stripe Aktion

Get Customer

Stripe

Look up a Stripe customer by email, ID, or name and retrieve their full profile.

Stripe Aktion

List Payments

Stripe

List all payments for a customer, filtered by status, amount, or date range.

Notion Aktion

Search Pages

Notion

Search across all Notion pages by title or content keyword.

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