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Compare FreshBooks client revenue with Drip engagement
Report
Cross-Connector

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.

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Compare FreshBooks client revenue with Drip engagement
Rank our top 10 paying FreshBooks clients over the last 12 months and compare them with their Drip lead score and subscription status.
Your top 10 clients paid 96,400.00 USD, and 3 of them show a gap in Drip. - Contoso Ltd: 21,500.00 USD, active, lead score 78 - Fabrikam Inc: 18,200.00 USD, unsubscribed - Adventure Works: 15,900.00 USD, not in Drip - Drip lifetime value is far from FreshBooks revenue for 1 client Want the full ten-row table?
FreshBooks
Sample figures. Your results come from your own account.
freshbooks-get-payment
freshbooks-get-client
drip-get-subscriber

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

FreshBooks

FreshBooks
Run it on your own FreshBooks data.

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

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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.

Prompt
**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.

Your AI tool

02

Rank

It totals FreshBooks payments by client and takes the top payers.

freshbooks-get-payment

03

Match

It resolves each client to an email and reads their Drip subscriber record.

freshbooks-get-client
drip-get-subscriber

04

Report

You get a table by revenue plus the mismatches worth a look.

Your AI tool

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.

get-data

freshbooks-get-payment

Returns payments recorded against FreshBooks invoices, with amount, date and method. Filter by invoice, client or date range.
get-data

freshbooks-get-client

Returns clients from FreshBooks with contact details, currency and outstanding balance. Filter by name or email.
get-data

drip-get-subscriber

Returns Drip people (subscribers) with name, email, location, tags, status, GDPR consent, lead score and lifetime value. Filter by exact email, email domain, tag, status, country, minimum lead score, minimum lifetime value or date added.
Read only.Nothing in FreshBooks 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

See which top clients are under-engaged

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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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