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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.
Cómo funciona
Ticket Created
Customer asks about subscription or billing
A customer wants to know if they can switch from monthly to annual billing. Can you check their current plan?
Look up customer
Customer on Pro Monthly plan — $29/mo, active since Jan 2025
Search plan info
Found pricing page in Notion — annual Pro plan is $290/yr (save $58)
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?
Triggers y acciones
Trigger
Ticket Created
Zendesk
Customer asks about subscription or billing
Acción
Get Customer
Stripe
Look up a Stripe customer by email, ID, or name and retrieve their full profile.
Acción
List Payments
Stripe
List all payments for a customer, filtered by status, amount, or date range.
Acción
Search Pages
Notion
Search across all Notion pages by title or content keyword.
Casos de uso relacionados
Process refund requests automatically
When a customer requests a refund, Macha looks up their payment in Stripe, processes the refund, and replies on the ticket with confirmation — all without agent intervention.
Look up a customer's payment history
When an agent needs to review a customer's billing, Macha pulls their full payment history from Stripe and presents it in a clean summary — amounts, dates, statuses, and payment methods.
Resolve duplicate charge complaints
When a customer reports being charged twice, Macha checks Stripe for duplicate payments, confirms the issue, refunds the extra charge, and replies with a full explanation.
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