Is this person engaged with your emails and current on their account?

**Objective:** Build a single profile for `{email-address}` that shows their Constant Contact engagement over the last `{lookback-days}` days (default 90) next to their Sage Intacct customer account.

**Step 1: Find the Constant Contact contact**

Call `constant-contact-get-contact` with `email-address` set to `{email-address}`. Keep contact-id, name, company-name, permission-to-send and tags. If nothing matches, record the email as absent from Constant Contact and skip to Step 3.

**Step 2: Read their engagement**

With that contact-id and `created-date.from` set to today minus the lookback, call `constant-contact-get-campaign-send`, `constant-contact-get-campaign-open`, `constant-contact-get-campaign-click`, `constant-contact-get-campaign-bounce` and `constant-contact-get-campaign-unsubscribe`. Count each, and note the most recent open and click. Call `constant-contact-get-contact-list-member` with `contact-id` to list the lists they are on.

**Step 3: Carry the email across to Sage Intacct**

Call `intacct-get-contact` with `email` set to `{email-address}`. Take company-name from the match and call `intacct-get-customer` with `customer-name` set to it. If that returns nothing, retry once with `customer-name.contains`. If several customers match, list them and stop so the user can pick. If no Intacct contact matches the email, report the person as absent from Sage Intacct; do not scan the full customer list.

**Step 4: Read the account**

With the customer-id, call `intacct-get-invoice` with `customer-id` and `total-due.min` set to 0.01 for open invoices, and `intacct-get-ar-payment` with `customer-id` and `receipt-date.from` set to today minus the lookback for recent payments.

**Step 5: Report**

Two short sections, Constant Contact then Sage Intacct, followed by one line on how they relate (for example: engaged on email but 60 days overdue, or a paying customer who is unsubscribed). Show totals: sends, opens, clicks, bounces, unsubscribes; customer name and id, total due, credit limit, open invoice count and oldest due date, last payment date and amount.

**Rules & Guidelines:**

* Tools whose names start with constant-contact are on the constant-contact server; tools whose names start with intacct are on the intacct server.
* Read-only. Do not call `constant-contact-update-contact`, `constant-contact-add-contact-note`, `constant-contact-add-contact`, `intacct-update-customer`, `intacct-update-contact` or `intacct-create-contact`.
* Match on the email address only. A shared company name is not proof that two records are the same person.

**Validation:**

* If `{email-address}` is not a valid email address, say so and stop.
* If the email is in neither system, say so in one line and stop.
* Compare emails case-insensitively and with surrounding spaces trimmed.