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BigCommerce

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BigCommerce order support context from Capsule CRM
Report
Cross-Connector

Answer an order question with Capsule CRM history in view

For support teams who want an order and the buyer's Capsule CRM cases and tasks in one answer, just by asking their AI assistant.

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BigCommerce order support context from Capsule CRM
Explain BigCommerce order 10482 and tell me what Capsule CRM knows about the buyer.
Order 10482 is shipped and paid, 312.40, with 3 lines and no refunds. - Buyer in Capsule CRM: Dana Whitfield, owner Sam Patel - Recent entries: call on 2026-10-02 about a delivery date - Open case: Damaged carton on a previous order - Open task: Send replacement quote, due 2026-10-21 None of these names this order. Want a suggested reply?
BigCommerce
Sample figures. Your results come from your own account.
bigcommerce-get-order
bigcommerce-get-order-product
capsule-crm-get-party
capsule-crm-get-entry
capsule-crm-get-case
capsule-crm-get-task

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.

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The problem

Support replies contradict what sales already told the buyer

Support answers an order question without seeing the buyer's open cases, tasks or recent calls in Capsule CRM, so replies contradict what sales said. Linking a CRM item to an order by guesswork makes it worse.

Without PopdockAI

  • Open the order and its lines in BigCommerce
  • Search Capsule CRM by the billing email
  • Read entries, cases and tasks one by one
  • Guess which CRM items relate to this order

With PopdockAI

  • The order, refunds and line items are read from BigCommerce
  • The buyer is found in Capsule CRM by billing email
  • Only open cases and tasks and the last 10 entries are kept
  • CRM items are linked to the order only with evidence, nothing is changed

The prompt

Use this prompt

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

Prompt
**Objective:** Explain BigCommerce order `{order-id}` and show what Capsule CRM knows about the buyer: owner, recent entries, cases and open tasks.

**Step 1: Read the order**

Call `bigcommerce-get-order` with `id` = `{order-id}`. Stop if it is not found. Keep `status`, `payment-status`, `total-including-tax`, `refunded-amount`, `date-created`, `date-shipped`, `customer-id`, `billing-email`. Then call `bigcommerce-get-order-product` with `order-id` = `{order-id}` and keep each line's `name`, `sku`, `quantity`, `refunded`.

**Step 2: Find the buyer in Capsule CRM**

Call `capsule-crm-get-party` with `email` = the order `billing-email`. If none match, report the buyer as not in Capsule CRM, give the order summary from Step 1 and stop. If several match, list them and stop.

**Step 3: Pull the history**

Call `capsule-crm-get-entry` with `party-id` = the `party-id` and `max-records` = 10; call `capsule-crm-get-case` with `party-name` = the contact `name`; call `capsule-crm-get-task` with `party-id` = the `party-id`. Keep only cases and tasks that are not closed or completed.

**Step 4: Report**

Give the order summary (status, payment, shipped or not, lines, refunds), then the Capsule owner, the last 10 entries (date, type, subject), open cases and open tasks. Finish with a short suggested reply or next action for the support agent, based only on what was found.

**Rules & Guidelines:**

* Tools whose names start with bigcommerce-  are on the bigcommerce server; tools whose names start with capsule-crm-  are on the capsule-crm server. Both must be connected.
* Read-only: do not call any add, update or delete tool on either server (for example `bigcommerce-customer-update` or `capsule-crm-add-note`).
* Customers are matched across the two systems by email address, compared case-insensitively.

**Validation:**

* Do not state that a task or case is related to the order unless its text names the order id or a product on it.
* If the entries call returns nothing, say there is no logged history.

Who it's for

One answer, three teams that use it

Support agents

Answer with the CRM history in view

The owner, open cases and recent entries show what has already been promised before you reply.

Explain BigCommerce order 20931 and show any open Capsule CRM cases for the buyer.

Account owners

See order issues on your accounts

Order details and your open tasks for the buyer appear together, so you can step in when needed.

What is going on with BigCommerce order 18844, and do I have open tasks for that customer in Capsule CRM?

Support team leads

Draft consistent replies on tricky orders

A suggested reply grounded in the order and the CRM record keeps the team on the same message.

Suggest a reply for BigCommerce order 21503 using what Capsule CRM says about the buyer.

How it works

What PopdockAI does when you ask

You give a BigCommerce order number and your AI assistant adds what Capsule CRM knows about the buyer. It suggests a reply based only on what it found.

01

Ask

You give the BigCommerce order number.

Your AI tool

02

Read

It reads the order, its status, refunds and line items.

bigcommerce-get-order
bigcommerce-get-order-product

03

Match

It finds the buyer in Capsule CRM by billing email.

capsule-crm-get-party

04

Report

You get the owner, recent entries, open cases and tasks and a suggested reply.

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-order

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

bigcommerce-get-order-product

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

capsule-crm-get-party

Returns people and organizations from Capsule CRM with email, phone, job title, organization, location, owner and last contacted date. Filter by name, email, type, organization, owner, city, state or country.
get-data

capsule-crm-get-entry

Returns Capsule CRM history entries (notes, emails and completed activities) with subject, content, creator and activity type. Filter by date range, type, activity type, creator, subject, party, opportunity or project.
get-data

capsule-crm-get-case

Returns Capsule CRM projects (cases) with status, owner, team, party, linked opportunity and last contacted date. Filter by name, status, party, owner, created date or closed date.
get-data

capsule-crm-get-task

Returns Capsule CRM tasks with due date, status, owner, category and the linked party, opportunity or project. Filter by status, due date range, owner, category, party or description.
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

Replies that agree with what sales has said

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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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