Sign in Book a demo
All workflows
Workflow Renewals & billing

Cancellation & downgrade

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

Book a demo How it runs
At a glance Volume230 billing tickets / week Runs on Zendesk Recurly Salesforce

See every step the workflow takes.

Billing ticket arrives

A cancellation or downgrade request lands in the billing queue.

Classify the request

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

Refund-type classifier

Look up subscription state

Code

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

SalesforceRecurly

Execute or route

Code

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

Downgrade execution agent
Run complete

Run it on the systems you already use.

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.

Billing & payments StripeChargebeeZuoraBraintreeAdyenPaddlePayPalMaxioNetSuite
Ticketing & support FreshdeskIntercomSalesforce Service CloudHubSpotFrontGorgiasHelp ScoutKustomerGladlyZoho DeskDixaRe:amazeServiceNowJira Service Management

See this running on your stack.

Most workflows like this one ship in under two hours.

Book a demo

No engineering sprint required.