Automated Status Mapping via Stripe Integration

Current Challenge:

Manually tracking and updating account statuses based on subscription activity leads to errors and delays.

Proposed Enhancement:

Seamlessly integrate Stripe with GoCSM Health to automatically map sub-account statuses:

Active: Accounts with active Stripe subscriptions.

Churned: Accounts with canceled subscriptions.

How It Works:

The system will sync with Stripe in real-time to reflect status changes accurately.

No manual intervention required—just a streamlined, error-free process.

🔍 Customer Experience Impact:

Transparency: Customers can easily track their account status.

Efficiency: Internal teams save time previously spent on manual updates.

Proactivity: Enables timely interventions for re-engagement efforts.

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Upvoters
Status

Completed

Board

Feature Request

Date

About 1 year ago

Author

GoCSM

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