Paddle

Connect AI agents to Paddle, the merchant-of-record billing platform for SaaS and digital products. Agents manage products and prices, look up customers and their subscriptions, run the pause, resume, and cancel lifecycle, create transactions and fetch invoice PDFs, manage discount codes, and issue refunds or credits through the Paddle Billing API.

29 actions available

A signup or lead is captured in another system

Agent reads the customer email and selected plan

Agent creates the customer with Create Customer

Agent bills them with Create Transaction

Agent fetches the invoice with Get Transaction Invoice PDF

Customer receives the invoice by email

Refunds and credits pause for finance sign-off before an adjustment is created

What This Integration Enables

Agents run the Paddle billing surface end to end. They create and manage products and prices, look up customers and their subscriptions and credit balances, and pause, resume, cancel, or change subscriptions as part of a lifecycle or retention flow. They create ad-hoc transactions and fetch invoice PDFs for manual billing, create and manage discount codes for promotions, and issue refunds or credits against past transactions. The agent runs the routine catalog and billing work and stops before money moves back to a customer.

Without FlowRunner

Catalog changes keyed by hand Products and prices set up manually in Paddle for each launch

Billing questions answered slowly Customer subscriptions and credit balances looked up one screen at a time

Refunds with no approval trail Adjustments issued informally with no record of who approved them

With FlowRunner

Catalog provisioned from automation New products and prices created straight from a workflow

Billing answers assembled fast A customer's subscriptions and credit balances pulled together on demand

Refunds and credits gated Every adjustment waits for finance sign-off and lands in the audit trail

Use Case Scenarios

Bill a new customer

A lead is captured in a signup flow. The agent creates the customer with Create Customer, bills them with Create Transaction against the right catalog prices, and pulls the invoice with Get Transaction Invoice PDF. It emails the invoice through [Gmail](https://developer.paddle.com/api-reference/overview) so the customer has it right away. Billing a new customer stops being a manual sequence and becomes a step the agent runs the moment the lead arrives.

Dunning and retention

Subscriptions slip into past due. The agent calls List Subscriptions filtered to the past-due status, then runs a dunning sequence over [Gmail](https://developer.paddle.com/api-reference/overview) to prompt customers to update payment. For accounts that respond, it can resume normal billing; for accounts that do not, it surfaces them for a retention decision. The follow-up that used to be a manual weekly sweep becomes a flow that runs on its own and only escalates the accounts that need a human.

Promotion tracking

Marketing launches a promo. The agent creates the discount with Create Discount, then records it and its usage in [Airtable](/integrations/airtable) with "Create Record" so the team can see redemption at a glance. Promo setup and tracking that used to live in someone's head becomes a repeatable workflow.

Human-in-Loop Highlight

In Paddle the decision that carries cost is the adjustment: a refund returns money to the customer, and a credit reduces what you will collect. An agent can prepare the adjustment, but it should not create it on its own. Configure the agent to pause before Create Adjustment. It sends the finance team the transaction, the amount, and the reason through Slack and asks: "This refund is ready to issue against the transaction shown. Approve it?" A person approves or modifies the amount, and the agent creates exactly the adjustment that was confirmed. Because adjustments may also require approval inside Paddle before they process, the human gate lines up with the platform's own control. The approver and the reason are written to the audit trail. This is [human-in-the-loop](/concepts/human-in-the-loop): the agent pauses, gathers the context and the choices, routes to the right person, and resumes on their answer.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via Slack

Human decides

Agent resumes with decision

Agent Capabilities

29 actions

Products

Create Product Creates a product in your Paddle catalog with a name and tax category. Used to provision a new item to sell straight from a workflow.
List Products Lists catalog products with pagination, filtered by status. Used to sweep the catalog for active or archived items.
Get Product Retrieves a product by its Paddle product ID. Used to read a product's details inside a flow.
Update Product Updates a product's fields, including archiving it. Used to change or retire a catalog item.

Prices

Create Price Creates a price for a product, recurring or one-time depending on the billing cycle. Used to set up how a product is charged.
List Prices Lists prices with pagination, filtered by product or status. Used to select a price when billing a customer.
Get Price Retrieves a price by its Paddle price ID. Used to confirm pricing before creating a transaction.
Update Price Updates a price's fields, including archiving it. Used to change or retire a price.

Customers

Create Customer Creates a customer record from a unique email. Used to onboard a customer before billing.
List Customers Lists customers with pagination, filtered by status or searched by email or name. Used to find a customer in a workflow.
Get Customer Retrieves a customer by their Paddle customer ID. Used to read a customer's profile.
Update Customer Updates a customer's fields, including archiving them. Used to keep customer data current.
Get Customer Credit Balances Retrieves a customer's credit balances grouped by currency. Used to answer a billing question or apply credit to a future charge.

Subscriptions

List Subscriptions Lists subscriptions with pagination, filtered by status or customer. Used to find accounts in a dunning or retention flow.
Get Subscription Retrieves a subscription by its Paddle subscription ID. Used to read subscription state.
Update Subscription Replaces a subscription's items and controls proration. Used to change a plan or quantity.
Pause Subscription Pauses an active subscription now or at period end. Used to hold billing during a retention path.
Resume Subscription Resumes a paused subscription. Used to restart billing after a hold.
Cancel Subscription Cancels a subscription now or at period end. Used to close out an account.

Transactions

List Transactions Lists transactions with pagination, filtered by status or customer. Used to find billed or past-due transactions.
Get Transaction Retrieves a transaction by its Paddle transaction ID, including tax breakdown. Used to read a transaction's details.
Create Transaction Creates an order or invoice for a set of catalog prices, with automatic or manual collection. Used to bill a customer.
Get Transaction Invoice PDF Returns a temporary URL for a transaction's PDF invoice. Used to deliver the invoice to the customer.

Discounts

List Discounts Lists discounts with pagination, filtered by status or code. Used to review active promotions.
Create Discount Creates a percentage or flat discount, optionally with a code and usage limits. Used to launch a promotion.
Get Discount Retrieves a discount by its Paddle discount ID. Used to check a discount's terms.
Update Discount Updates a discount's fields, including archiving it. Used to change or retire a promotion.

Adjustments

Create Adjustment Creates a refund or credit against a billed transaction, with a reason. Used behind a human gate to return money or add credit.
List Adjustments Lists adjustments with pagination, filtered by action, status, transaction, or customer. Used to review issued refunds and credits.

Start building with Paddle

$100 in credits. No card required. Connect in minutes.

Start Building Free Talk to us