Follow the transaction
A proposed lookup would help agents locate the transaction relevant to the support request.
Plan a Paddle connector for selected customer, transaction and subscription context without exposing billing records through public search.
Planned connector. Native setup is not available yet. The workflows below describe the intended scope; release depends on provider access and testing.
A proposed lookup would help agents locate the transaction relevant to the support request.
The customer’s transaction history and recurring subscription status should not be conflated.
Refunds, payment changes and subscription edits require separate permission and are outside the proposed read-only scope.
Define the data, permissions and destination before putting the workflow in front of customers.
Identify whether the support question concerns a transaction, a subscription or both.
Decide which fields may be read, which people may use them and whether any separate write action is needed. Native setup is not available yet.
Test several purchases for the same email and require an unambiguous record before sharing details.
The native connector is planned. The workflows on this page describe the proposed design; there is no native installation to activate yet.
Test several purchases for the same email and require an unambiguous record before sharing details.