OTHER
Act instantly on downgrade and cancellation intent
Listens for billing downgrade or cancellation-intent webhooks, immediately routes high-value accounts to a save play, opens a Linear retention task, and pages the owner in Slack.
How it runs
The automated pipeline, trigger to output.
- TriggerWebhook: downgrade or cancel-intent eventHTTP webhook
- ActionEnrich with MRR, tenure, health scorePostgres
- LogicRoute high-value/long-tenure to save path
- ActionCreate priority retention taskLinear
- OutputPage account owner with save playSlack
What it does
When a customer downgrades or starts a cancellation, the window to save them is hours, not days. This workflow reacts in real time, separating high-value saves from routine churn and triggering the right response for each.
When to use it
Use it when even a short delay in noticing a downgrade costs you the chance to intervene. It turns a billing event into an immediate, owned retention action.
How it works
- 1An incoming webhook fires on a Stripe downgrade or cancellation-intent event.
- 2A Postgres lookup enriches the event with the account's MRR, tenure, and health score.
- 3A logic gate splits accounts: high-value or long-tenure go to the save path, the rest are logged only.
- 4For the save path, a Linear action creates a priority retention task assigned to the account owner.
- 5A Slack alert pages the owner immediately with the reason, account value, and the save-play link.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect StripeCustomers, subscriptions, payments.
- 3Connect PostgresAny Postgres URL — query, write, migrate.
- 4Connect LinearIssues, projects, cycles, triage.
- 5Connect SlackChannels, DMs, threads, mentions.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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