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Cancellation & downgrade

Renewals & billing

Billing ticket → classify against the refund-type decision tree, look up subscription state, execute or route to the right tier.

Volume
230 billing tickets / week
Systems
Zendesk Recurly Salesforce View all 26

How the workflow runs

  1. Billing ticket arrives

    Trigger

    A cancellation or downgrade request lands in the billing queue.

  2. Classify the request

    Logic

    Score it against the refund-type decision tree to establish which path applies.

    Refund-type classifier

  3. Look up subscription state

    </>

    Read the live subscription and account record from Recurly and Salesforce.

    Salesforce Recurly

  4. Execute or route

    Action

    Run the change where policy allows it, or hand the case to the tier that owns the exception.

    Downgrade execution agent

Also works with

Billing & payments

  • Stripe
  • Chargebee
  • Zuora
  • Braintree
  • Adyen
  • Paddle
  • PayPal
  • Maxio
  • NetSuite

Ticketing & support

  • Freshdesk
  • Intercom
  • Salesforce Service Cloud
  • HubSpot
  • Front
  • Gorgias
  • Help Scout
  • Kustomer
  • Gladly
  • Zoho Desk
  • Dixa
  • Re:amaze
  • ServiceNow
  • Jira Service Management

Or anything else you run. If it has a REST or GraphQL API, an MCP server, or a database we can reach, the workflow runs against it — however many systems one job needs.

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