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Attio

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Attio contact WooCommerce order history
Report
Cross-Connector

See an Attio contact's WooCommerce order history

For sales reps who want their AI assistant to pull a contact's orders, refunds and net spend from the store by email.

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Attio contact WooCommerce order history
Show the store purchase history for dana@northwindtraders.com from Attio over the last year.
Dana Whitfield at Northwind Traders has 6 orders and a net spend of 3,940 USD over the last 365 days. - Orders: 6, gross spend 4,190 USD - Refunds: 1, 250 USD, reason Wrong size - Last order: 12 Oct, after her last Attio interaction on 2 Oct Want the full list of orders?
Attio
Sample figures. Your results come from your own account.
attio-get-record-people
woocommerce-get-customer
woocommerce-get-order
woocommerce-get-refund

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Attio

Attio
Run it on your own Attio data.

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

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The problem

Calls start from the wrong order history

Before a call, a rep looks the contact up in Attio, then searches WooCommerce by hand for their orders. Refunds get missed and similar names get mixed up, so the conversation starts from the wrong picture.

Without PopdockAI

  • Look the contact up in Attio
  • Search WooCommerce by name and hope it is the right person
  • Add up orders and refunds by hand
  • Mix up two customers with similar names

With PopdockAI

  • The contact is matched to WooCommerce by email only
  • Other addresses are tried before giving up
  • Orders, refunds and net spend are totalled per currency
  • It stops if more than one person matches

The prompt

Use this prompt

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

Prompt
**Objective:** Show the store purchase history of the Attio contact with email {person-email}, looking back {lookback-days} days (default 365).

**Step 1: Find the contact in Attio**

Call `attio-get-record-people` with `email-addresses` = {person-email}. If nothing matches, report that the contact is not in Attio and stop. If more than one matches, list them (name, `record-id`, `company`) and stop. Keep `name`, `company`, `job-title` and `last-interaction`.

**Step 2: Find the customer in WooCommerce**

Call `woocommerce-get-customer` with `email` = {person-email}. If no customer matches, also try each other address in the contact's `email-addresses`. If still none, report the contact as in Attio but not a WooCommerce customer, and stop. Keep `customer-id`.

**Step 3: Pull orders and refunds**

Call `woocommerce-get-order` with `customer-id` and `created-date.from` set to today minus {lookback-days} days. Call `woocommerce-get-refund` with the same `customer-id` and `created-date.from`. Guests have no `customer-id`; in that case filter both by `customer-email` instead.

**Step 4: Report**

A header with the Attio name, company and last interaction, then a table of orders (`order-number`, `created-date`, `status`, `total`, `currency`), a table of refunds (`refund-id`, `order-number`, `amount`, `reason`), and totals: order count, gross spend, refunded amount, net spend. Add a line saying whether the last order is more recent than the Attio `last-interaction`.
**Rules & Guidelines:**

* Tools named attio-* are on the attio server; tools named woocommerce-* are on the woocommerce server. Both servers must be connected.* This is read-only. Do not call any add, update, upsert, delete or send tool on either server (for example `attio-add-person`, `attio-update-person`, `attio-add-deal`, `woocommerce-update-customer`, `woocommerce-add-refund`, `woocommerce-send-order-details`).* Match on email only; never match on name.

**Validation:**

* Currencies may differ across orders; total each currency separately.
* If an email differs only by case, treat it as the same address.

Who it's for

One answer, three teams that use it

Sales reps

Open every call with the purchase history

See what the contact has ordered, refunded and spent, and whether they bought since you last spoke.

What has sam@contoso.com ordered and refunded in WooCommerce over the last 6 months?

Account managers

See net spend without the store admin

Gross, refunded and net spend in one answer, so you can talk value with the customer straight away.

Show net WooCommerce spend for priya@fabrikam.com from Attio over the last 2 years.

Support agents

Check recent orders before you reply

Find a customer's latest orders and refunds by email, without guessing between people with similar names.

Pull the last 90 days of WooCommerce orders and refunds for the Attio contact dana@northwindtraders.com.

How it works

What PopdockAI does when you ask

You give the contact's email and a look back window, and your AI assistant pulls their store history through Attio. Matching is by email and nothing is changed.

01

Ask

You give the contact's email and how far back to look.

Your AI tool

02

Match

It finds the person in Attio and the customer in WooCommerce by email, and stops on multiple matches.

attio-get-record-people
woocommerce-get-customer

03

Pull

It reads the orders and refunds for that customer.

woocommerce-get-order
woocommerce-get-refund

04

Report

You get the order and refund tables, gross, refunded and net spend.

Your AI tool

What PopdockAI provides

The tools behind the answer

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

get-data

attio-get-record-people

Returns people from Attio CRM. Read-only; filter by the fields the tool offers.
get-data

woocommerce-get-customer

Returns WooCommerce customer accounts with name, billing address, role and whether they have paid for an order. Filter by email, id, last name, billing country or state, role and created date range.
get-data

woocommerce-get-order

Returns WooCommerce orders with status, totals, discounts, shipping, payment method and paid date. Filter by status, customer email or id, order number, created date range, total range or billing last name.
get-data

woocommerce-get-refund

Returns WooCommerce refunds with amount, reason, who made them and whether the gateway returned the money. Filter by order, customer, amount range and date range.
Read only.Nothing in Attio 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

Know a contact's orders and refunds before the call

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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

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