Respond to subscription cancellations in Stripe using a Customer Intelligence agent
See how a Tines AI agent automatically investigates at-risk customers across Stripe, Salesforce, and Zendesk the moment a churn signal fires - then delivers a structured, actionable analysis to your team in Slack.
What you'll see:
- Receive a Stripe webhook event triggered by a subscription cancellation or payment failure
- Filter incoming events to ensure only relevant churn signals progress through the workflow
- Retrieve full customer profile and charge history from Stripe to calculate lifetime value and tenure
- Build a clean customer context object combining membership duration, total transactions, and event type
- Load a Customer Success Playbook containing escalation tiers, discount guidelines, and messaging tone
- Run a Tines AI agent that autonomously searches Salesforce for account details and opportunity history, and Zendesk for support tickets, comments, and escalations
- Receive a structured analysis from the agent covering risk level, identified pain points, recommended escalation tier, discount guidance, and a draft outreach message
- Post the full analysis to a Slack channel for the customer success team to act on immediately
Perfect for:
- Customer Success teams: responding quickly to cancellation or payment failure signals without manually cross-referencing multiple tools
- Revenue Operations teams: standardizing churn response processes and ensuring playbook adherence across CSMs
- SaaS companies with high customer volume: automatically triaging at-risk accounts by risk level so CSMs prioritize the right customers first
- CS leaders: ensuring every churn signal is investigated consistently, with escalation decisions grounded in defined business rules rather than individual judgment
Requirements:
- Stripe — API key for customer and billing data access; webhook configured to send subscription and payment events to Tines
- Salesforce — OAuth 2.0 credential with a
domainmetadata field for your Salesforce instance - Zendesk — OAuth credential for your Zendesk account
- Slack — Slack OAuth credential with
chat:writescope; a channel to post alerts to (e.g.#alerts) - Tines AI and AI Agents must be enabled on your tenant to use the LLM Agent action
Get the featured workflow
Import this workflow to your tenant, from where you can adapt it to meet your unique needs.