Connectors

/

BigCommerce

/

BigCommerce customer brief with Nutshell contact and leads
Report
Cross-Connector

Brief yourself on a customer from BigCommerce and Nutshell

For support and account teams who want store orders and Nutshell leads in one brief, just by asking their AI assistant.

Try PopdockAI free
Get a live demo
BigCommerce customer brief with Nutshell contact and leads
Prepare a brief on dana@northwindtraders.com with her BigCommerce orders and any open leads in Nutshell.
Dana Whitfield (Northwind Traders) has 6 orders in 365 days totalling 1,840.00, none refunded. - Nutshell contact: matched on email dana@northwindtraders.com - Account: Northwind Traders - Open leads: Spring wholesale renewal, 4,800.00, expected close 2026-11-15 - Agreement: store and CRM views match Want the recent activity for this contact?
BigCommerce
Sample figures. Your results come from your own account.
bigcommerce-get-customer
bigcommerce-get-order
nutshell-get-contact
nutshell-get-account
nutshell-get-lead
nutshell-get-activity

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

BigCommerce

BigCommerce
Run it on your own BigCommerce data.

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

Try PopdockAI free

The problem

Matching store customers to Nutshell by name invites mistakes

A rep opens BigCommerce for the orders and Nutshell for the relationship. Refunds and open leads are easy to miss, and matching a store customer to a Nutshell contact by name alone can pick the wrong person.

Without PopdockAI

  • Total orders and refunds in BigCommerce
  • Search Nutshell by name and guess the right contact
  • Open the account, leads and activities separately
  • Miss a refund or an open lead before the call

With PopdockAI

  • Orders, spend and refunds are totalled from BigCommerce
  • Only the Nutshell contact whose emails include the address is kept
  • Account, leads and recent activities are added
  • It stops on duplicates and changes nothing

The prompt

Use this prompt

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

Prompt
**Objective:** Build one brief on the customer `{customer-email}` from BigCommerce and Nutshell, looking back `{lookback-days}` days for orders (default 365).

**Step 1: Find the customer in BigCommerce**

Call `bigcommerce-get-customer` with `email` set to `{customer-email}`. If nothing matches, report that the customer is not in BigCommerce and stop. If more than one matches, list them and stop.

**Step 2: Pull their orders**

Take `id` from that result and call `bigcommerce-get-order` with `customer-id` set to it and `date-created.from` set to today minus `{lookback-days}` days. Total `total-including-tax`, count the orders, and note `status`, `refunded-amount` and the latest `date-created`.

**Step 3: Find the CRM contact**

Call `nutshell-get-contact` with `name` set to the BigCommerce customer `name`. If nothing matches, retry with `name.contains` set to the last name. Pick the contact whose `emails` include `{customer-email}`. If none does, report the customer as present in BigCommerce and absent from Nutshell, and skip to Step 5.

**Step 4: Pull the CRM context**

Call `nutshell-get-account` with `id` set to the contact `company-id` (skip if empty). Call `nutshell-get-lead` with `person-id` set to the contact `id` and report `name`, `status`, `value` and `anticipated-close-time` for each lead. Call `nutshell-get-activity` with `name.contains` set to the customer name only if you need recent touchpoints.

**Step 5: Report**

Give: the customer (name, email, company), order count and revenue for the period, refunds, the CRM contact owner and last-contacted date, the account, and open leads. End with one line saying whether the CRM view and the store view agree.

**Rules & Guidelines:**

* `bigcommerce-*` tools are on the bigcommerce server and `nutshell-*` tools are on the nutshell server. Both servers must be connected.
* This is read-only. Never call any add, update or delete tool on either server (for example `bigcommerce-customer-update`, `nutshell-add-person`, `nutshell-update-lead`, `nutshell-delete-company`).

**Validation:**

* If either system returns nothing, say which one and continue with the other.
* If the emails or names differ in case or spacing, treat them as equal and note the difference.

Who it's for

One answer, three teams that use it

Account managers

Prepare for a call in one message

Orders, refunds and open leads arrive together, so you start the conversation knowing where things stand.

Brief me on jo@contoso.com with BigCommerce orders and open Nutshell leads.

Support agents

Know about open leads before you reply

An open lead or recent activity tells you a sales conversation is already under way.

Does lee@fabrikam.com have any open leads in Nutshell, and what have they ordered in BigCommerce in the last 60 days?

Sales managers

See whether CRM and store tell the same story

The brief ends by saying whether the two views agree, so gaps in the CRM show up.

Do Nutshell and BigCommerce agree on dana@northwindtraders.com? Show orders, account and leads.

How it works

What PopdockAI does when you ask

You give a customer email and your AI assistant builds one brief from BigCommerce and Nutshell. The contact is confirmed by email, not by name.

01

Ask

You give the customer email and an optional lookback in days.

Your AI tool

02

Orders

It finds the BigCommerce customer and totals orders, spend and refunds.

bigcommerce-get-customer
bigcommerce-get-order

03

Match

It finds the Nutshell contact whose emails include that address.

nutshell-get-contact
nutshell-get-account
nutshell-get-lead
nutshell-get-activity

04

Report

You get orders, account, open leads and whether both views agree.

Your AI tool

What PopdockAI provides

The tools behind the answer

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

get-data

bigcommerce-get-customer

Returns customers from BigCommerce, with filters for the fields that matter on this list. Read-only; needs a BigCommerce connection.
get-data

bigcommerce-get-order

Returns orders from BigCommerce, with filters for the fields that matter on this list. Read-only; needs a BigCommerce connection.
get-data

nutshell-get-contact

Returns Nutshell people (contacts) with their emails, phones and linked companies. Filter by name, email, owner and other fields.
get-data

nutshell-get-account

Returns Nutshell companies (accounts) with their contact details, owner and related fields. Filter by name, owner and other company fields.
get-data

nutshell-get-lead

Returns Nutshell leads (deals) with status, value, confidence, close date, owner and source. Filter by status, owner and dates.
get-data

nutshell-get-activity

Returns logged Nutshell activities such as calls and meetings, with the records they relate to and when they happened.
Read only.Nothing in BigCommerce 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

One brief with the contact confirmed by 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