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See a customer's BigCommerce orders and Capsule CRM activity
For support and account teams who want a customer's orders, deals, cases and tasks together by asking their AI assistant.
On this page
Connector
Connect Capsule CRM, pick your AI tool and paste the prompt.
The problem
Order questions answered without the customer context
To answer an order question, support and account managers switch between the store admin and Capsule CRM. Open deals, cases and tasks are easy to miss, and a refund with no follow up task goes unnoticed.
Without PopdockAI
- Look up the customer's orders in BigCommerce
- Search Capsule CRM for the same email
- Check opportunities, cases and tasks separately
- Miss a refund with no follow up
With PopdockAI
- Recent orders with status, totals and refunds are read
- The same email is found in Capsule CRM
- Opportunities, cases and open tasks are added
- A short next step for the owner, 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 customer with email `{email}`, show their BigCommerce orders from the last `{lookback-days}` days (default 90) together with what Capsule CRM holds: opportunities, cases and open tasks.
**Step 1: Orders in BigCommerce**
Call `bigcommerce-get-customer` with `email` = `{email}`. If none or several match, say so and stop. Then call `bigcommerce-get-order` with `customer-id` = the customer `id` and `date-created.from` = today minus `{lookback-days}` days. Keep `id`, `date-created`, `status`, `payment-status`, `total-including-tax`, `refunded-amount`.
**Step 2: Contact in Capsule CRM**
Call `capsule-crm-get-party` with `email` = `{email}`. If none match, show the orders and report the customer as absent from Capsule CRM. If several match, list them and stop. Keep `party-id`, `name`, `owner-name`, `last-contacted-date`.
**Step 3: Capsule CRM context**
Using the contact: call `capsule-crm-get-opportunity` with `party-name.contains` = the contact `name`; call `capsule-crm-get-case` with `party-name` = the contact `name`; call `capsule-crm-get-task` with `party-id` = the `party-id` and `status` = OPEN. If a status value is rejected, call without it and filter by hand.
**Step 4: Report**
Give the customer header (name, company, owner, last contacted), then three sections: orders (table with totals and refunds), opportunities (name, milestone-name, value, expected-close-date, owner-name), and cases and open tasks (name or description, status, due-date). End with two sentences on what the sales or support owner should do next, for example an order with a refund and no open task.
**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:**
* If `{lookback-days}` is empty, use 90.
* If a name filter in Capsule CRM could match other contacts, keep only rows whose party-name equals the contact name.
* Report empty sections as "none found".Who it's for
One answer, three teams that use it
Support agents
Answer order questions with context
See orders, refunds and open cases together before you reply.
Show orders and Capsule CRM activity for tom@fabrikam.com over the last 90 days.
Account managers
Spot refunds with no follow up
Catch a refund on an account with a live deal and no open task.
Has priya@contoso.com had any refunds recently, and is anything open in Capsule CRM?
Customer success managers
Prepare for a customer review
Combine buying history with CRM activity before a check in.
Give me BigCommerce orders and Capsule CRM opportunities, cases and tasks for jo@northwindtraders.com.
How it works
What PopdockAI does when you ask
You give a customer email and your AI assistant puts their BigCommerce orders beside their Capsule CRM activity. It only reads both systems.
01
Ask
You give the customer email and optionally a lookback.
02
Orders
It finds the BigCommerce customer and reads their recent orders.
03
Context
It finds the Capsule CRM contact and reads opportunities, cases and open tasks.
04
Report
It shows the header, three sections and a short next step.
What PopdockAI provides
The tools behind the answer
Ready made tools for Capsule CRM and one secure connection to your AI tool. No code, no exports.
bigcommerce-get-customer
bigcommerce-get-order
capsule-crm-get-party
capsule-crm-get-opportunity
capsule-crm-get-case
capsule-crm-get-task
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
Orders and CRM context in one view
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.
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