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Compare what clients pay with how they engage in Drip
For sales teams who want top FreshBooks clients set against their Drip lead scores and status, just by asking their AI assistant.
On this page
Connector
Connect FreshBooks, pick your AI tool and paste the prompt.
The problem
Top-paying clients may be ignoring your marketing
Seeing which paying clients engage with marketing means exporting payments and lead scores and joining them in a spreadsheet. Emails rarely line up, so the comparison is slow and often skipped.
Without PopdockAI
- Export payments from FreshBooks
- Total them by client
- Export lead scores from Drip
- Join the two by email in a spreadsheet
With PopdockAI
- Payments are totaled by client for your period
- Each top payer is looked up in Drip
- Clients not in Drip, unsubscribed or low score are highlighted
- Currencies kept apart, nothing changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** For the period `{date-from}` to `{date-to}` (default: the last 12 months), rank the top `{top-n}` paying FreshBooks clients (default 10) and compare their revenue with their Drip engagement.
**Step 1: Read payments from FreshBooks**
Call `freshbooks-get-payment` (FreshBooks server) with `date.from` and `date.to` set to the period and a high `max-records`. Total `amount` by `client-id` and take the top `{top-n}`.
**Step 2: Resolve clients to emails**
For each of those `client-id` values, call `freshbooks-get-client` with it as `id` and keep the `email`, name and organization.
**Step 3: Read engagement from Drip**
For each email, call `drip-get-subscriber` (Drip server) with `email` set to it. Keep `status`, `lead-score`, `lifetime-value` and `tags`.
**Step 4: Report**
Table ordered by FreshBooks revenue: client, revenue in the period, Drip status, lead score, Drip lifetime value, tags. Then list the mismatches worth a look: high-revenue clients who are not in Drip, are unsubscribed, or have a low lead score, and any client where Drip lifetime value is far from FreshBooks revenue.
**Rules & Guidelines:**
* `freshbooks-get-payment` and `freshbooks-get-client` are FreshBooks tools. `drip-get-subscriber` is a Drip tool.
* Read-only. Do not call any add, update or delete tool on either server, including `drip-add-subscriber-tag` and `freshbooks-add-payment`.
* Both servers take a `company` parameter; pass the company the user is authorized for on every call, and never mix companies.
**Validation:**
* Payments in different currencies must not be added together. Group by `currency-code` and report each separately.
* If a client has no email or no Drip subscriber, show the row with blanks for the Drip columns.
* If no payments are returned for the period, say so and stop.Who it's for
One answer, three teams that use it
Account managers
Spot valuable clients drifting away
High-revenue clients with a low score or an unsubscribe are highlighted for a personal check-in.
Which of our top 20 FreshBooks clients this year are unsubscribed or low scoring in Drip?
Marketing managers
Reach the clients who pay most
Find top payers missing from Drip so they get your updates.
Which top paying FreshBooks clients from the last 6 months are not in Drip?
Business owners
Compare revenue with engagement
See revenue and Drip engagement side by side without building a spreadsheet.
Rank our top 15 FreshBooks clients by payments this year with their Drip lead scores.
How it works
What PopdockAI does when you ask
You give a period and how many clients to rank, and your AI assistant compares top payers with their Drip engagement. It reports only.
01
Ask
You give a period and how many top clients to compare.
02
Rank
It totals FreshBooks payments by client and takes the top payers.
03
Match
It resolves each client to an email and reads their Drip subscriber record.
04
Report
You get a table by revenue plus the mismatches worth a look.
What PopdockAI provides
The tools behind the answer
Ready made tools for FreshBooks and one secure connection to your AI tool. No code, no exports.
freshbooks-get-payment
freshbooks-get-client
drip-get-subscriber
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.
The outcome
See which top clients are under-engaged
Related use cases
More ways to put this data to work
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.

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