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