Connectors

/

Chorus

/

Add Chorus call contacts missing from Bloomerang
Write
Cross-Connector

Get the people from your Chorus calls into Bloomerang

For fundraising teams who want call participants added to Bloomerang with the right email, without misattached records, by asking their AI assistant.

Try PopdockAI free
Get a live demo
Add Chorus call contacts missing from Bloomerang
Which people from our Chorus calls in the last 30 days aren't in Bloomerang?
5 participants could not be matched to a Bloomerang constituent by email. - Probable match: Jordan Lee exists by name, email missing, so add the email - Not in Bloomerang: Alex Morgan of Contoso Foundation, create new - Not in Bloomerang: Riley Chen, create new - No email: 2 participants counted, not guessed Which rows do you approve?
Chorus
Sample figures. Your results come from your own account.
chorus-get-engagements
chorus-get-conversation-participants
bloomerang-get-email-address
bloomerang-get-constituent
bloomerang-add-email-address
bloomerang-add-constituent

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Chorus

Chorus
Run it on your own Chorus data.

Connect Chorus, pick your AI tool and paste the prompt.

Try PopdockAI free

The problem

People from your calls are missing from Bloomerang

People you meet on recorded Chorus calls often never make it into Bloomerang, or exist there without the email they used. Spotting them means comparing participants with constituents one at a time, and a name match alone can attach an email to the wrong person.

Without PopdockAI

  • Copy outside participants from recent calls
  • Search Bloomerang for each email
  • Guess whether a name match is the same person
  • Attach an email to the wrong constituent

With PopdockAI

  • Outside participants are checked against Bloomerang by email
  • A single exact name match is shown as probable, never certain
  • Each row gets one proposed fix
  • Only rows you approve are written

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Find the external people on Chorus conversations in the last `{lookback-days}` days (default 30), optionally only those whose company name contains `{company-name}`, who cannot be matched to a Bloomerang constituent by email, and offer to fix each one.

**Step 1: Collect the external participants in Chorus**

Call `chorus-get-engagements` with `date.from` set to the start of the window and `max-records` 25. For each conversation, call `chorus-get-conversation-participants` with its `conversation-id` (and `company-name.contains` `{company-name}` if given). Keep external participants only (no `user-id`, not typed as internal) and de-duplicate by email.

**Step 2: Match against Bloomerang**

For each participant:

1. Call `bloomerang-get-email-address` with `value` set to their email. A result means they are already known; drop them.
2. Otherwise call `bloomerang-get-constituent` with `full-name.contains` set to their surname. If exactly one constituent comes back whose full name matches the participant's name, mark them **probable match, email missing** with that constituent's `id`.
3. Otherwise mark them **not in Bloomerang**.

**Step 3: Report and propose**

Show two tables: probable matches (participant name, email, company, Bloomerang constituent name and id), and people not in Bloomerang (name, email, title, company, the conversation date and subject they were on).

Propose, per row: for a probable match, add the email with `bloomerang-add-email-address` (`account-id` the constituent id, `email`, `type` Work, `is-primary` false); for someone not in Bloomerang, create them with `bloomerang-add-constituent` (`type` Individual, `first-name`, `last-name`, `email`).

**Step 4: Write only what is approved**

Ask the user to approve rows individually. Only after an explicit yes for a row, make that row's single call. Report each returned `id`.

**Rules & Guidelines:**

* Tools whose names start with chorus are on the chorus server; tools whose names start with bloomerang are on the bloomerang server.
* The only writes this prompt may make are `bloomerang-add-email-address` and `bloomerang-add-constituent`, each only for an approved row. Do not call `bloomerang-update-constituent`, `bloomerang-add-household`, `bloomerang-add-interaction` or any Chorus action.
* Never treat a name match as certain; it is always shown as probable and needs approval.

**Validation:**

* If every participant already matches, say so and write nothing.
* Match emails case-insensitively. Skip participants with no email and count them in the report.
* If a write returns an error, report it for that row and continue with the others.

Who it's for

One answer, three teams that use it

Major gift officers

Capture prospects you meet on calls

New people from your recorded calls are proposed as constituents, so no prospect lives only in a recording.

Which people from our Chorus calls in the last 60 days are not in Bloomerang?

Development directors

Add missing emails to known people

Existing constituents missing the email used on the call get it added after you approve.

Find Bloomerang constituents who joined Chorus calls with an email we do not have on file.

Database managers

Avoid misattached records

Name matches are shown as probable and approved row by row, so emails land on the right person.

Check Contoso Foundation call participants from the last 30 days against Bloomerang and propose fixes.

How it works

What PopdockAI does when you ask

You choose a look-back period and your AI assistant finds Chorus participants missing from Bloomerang. Participants with no email are counted, not guessed.

01

Ask

You choose a look-back period, and optionally a company name.

Your AI tool

02

Match

It checks each outside participant's email against Bloomerang constituents.

chorus-get-engagements
chorus-get-conversation-participants
bloomerang-get-email-address
bloomerang-get-constituent

03

Propose

It shows probable name matches and new people, with one fix for each.

No items found.

04

Approve

You approve rows one by one, and only those are written.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Chorus and one secure connection to your AI tool. No code, no exports.

get-data

chorus-get-engagements

Returns recorded calls and meetings from Chorus, with the subject, date, duration, participants and the account each conversation relates to. Filter by date range, owner or account to pull the conversations behind a deal or a period.
get-data

chorus-get-conversation-participants

Returns the people who took part in Chorus conversations, with their name, email, title and company. Use it to see who was on a call, and which side they were on.
get-data

bloomerang-get-email-address

Returns constituent email addresses from Bloomerang. Filter by address, type or primary flag, and include or exclude addresses flagged bad.
get-data

bloomerang-get-constituent

Returns constituents from Bloomerang: the donors, prospects and contacts in your database. Filter by full name, last name, account number, primary email, city, type or status, or fetch one by id.
run-action

bloomerang-add-email-address

Adds an email address to a Bloomerang constituent, with its type and an optional primary flag.
run-action

bloomerang-add-constituent

Creates a constituent in Bloomerang. Takes the name, type, status, email and phone, and an optional household to attach them to.
Read only.Nothing in Chorus Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

How Popdock AI secures your data

The outcome

Contacts from your calls in Bloomerang with the right email

Try PopdockAI free
Get a live demo

Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

‍

Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

Try PopdockAI Free
See Documentation