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Connect Paddle

Prepare Paddle billing context for support workflows.

Last updated June 17, 2026

What this guide covers

Connect Paddle when billing and subscription records are managed through Paddle.

Setup steps

  • Authorize Paddle
  • Match customers to conversations
  • Review subscriptions, transactions, and invoices
  • Define approval rules for billing actions
  • Test a refund or subscription question

Configuration details

  • Required Paddle permissions
  • Webhook requirements
  • Supported billing actions
  • Credential rotation