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Check a customer's account and marketing status together
For account managers who want Business Central standing and Drip status for one customer before a call, by asking their AI assistant.
On this page
Connector
Connect Drip, pick your AI tool and paste the prompt.
The problem
Account standing and marketing status sit in two systems
Before a customer call you want their Business Central balance and orders and their Drip status. Checking both by hand means conflicts, like a blocked customer still getting promotions, go unnoticed.
Without PopdockAI
- Search Business Central customers and contacts
- Pull invoices, quotes and orders
- Look up the same email in Drip
- Miss conflicts between the two
With PopdockAI
- The person is found in Business Central and in Drip
- Balance, credit limit, invoices and open orders are read
- Drip status, score, tags and series are shown
- Conflicts are flagged and 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.
**Objective:** Build one profile for the person with email `{email}`, combining their Drip marketing record with their Business Central customer or contact record. Use Business Central company `{bc-company}` if given, otherwise the default company.
**Step 1: Find them in Business Central**
Call `business-central-get-customer` with `email` set to `{email}`. If nothing comes back, call `business-central-get-contact` with `email` set to `{email}`. If either returns more than one record, list them (number, name, email) and use all of them in the report rather than guessing.
**Step 2: Find them in Drip**
Call `drip-get-subscriber` with `email` set to `{email}`. Then call `drip-get-campaign-subscriber` with `email` set to `{email}` to get every campaign they are in.
**Step 3: Pull their account activity**
If Step 1 found a customer, take its `customer-number` and call `business-central-get-posted-sales-invoice` with `sell-to-customer-number` set to it (`max-records` 10), and `business-central-get-sales-transaction` with `sell-to-customer-number` set to it to see open quotes and orders.
**Step 4: Report**
* Identity: name, email, Business Central customer or contact number, Drip `person-id`
* Marketing: Drip `status`, `lead-score`, `lifetime-value`, `tags`, and each campaign with its `campaign-status`
* Account: `balance-due`, `credit-limit`, `blocked`, `salesperson-code`, the latest invoices with `remaining-amount`, and open sales documents
* Flags: unsubscribed in Drip but an active customer; a balance due while still in active campaigns; a blocked customer still being marketed to
**Rules & Guidelines:**
* Tools whose names start with drip are on the drip server; tools whose names start with business-central are on the business-central server.
* The `company` parameter means a Drip account on drip tools and a Business Central company on business-central tools. Pass `{bc-company}` only to business-central tools.
* This prompt is read-only. Do NOT call `drip-update-subscriber`, `drip-add-subscriber-tag`, `drip-unsubscribe-subscriber`, `drip-remove-subscriber-from-all-campaigns`, `business-central-update-customer` or `business-central-create-contact`.
**Validation:**
* If neither system knows the email, say so and stop.
* If only one system knows it, report that side fully and state plainly that the person is absent from the other.
* Compare emails case-insensitively and ignoring surrounding spaces.Who it's for
One answer, three teams that use it
Account managers
Know where a customer stands before a call
See balance due, recent invoices and open orders next to how marketing is treating them.
Show me jo@contoso.com in Business Central and Drip, with open orders and balance.
Credit controllers
Catch promotions sent to accounts in arrears
Customers with a balance due who are still in active Drip series are flagged.
Is billing@fabrikam.com still in Drip email series while owing money in Business Central?
Marketing managers
Check an important customer's marketing status
Make sure an active customer has not unsubscribed or been tagged wrongly in Drip.
What Drip tags and series is purchasing@northwindtraders.com in, and are they an active Business Central customer?
How it works
What PopdockAI does when you ask
You give an email address and your AI assistant joins the account view and the marketing view. It is read-only and shows every match rather than guessing.
01
Ask
You give an email address and optionally a company.
02
Find
It finds the person as a Business Central customer or contact and in Drip.
03
Read
It reads balance due, credit limit, recent invoices and open quotes and orders.
04
Report
You get one profile with conflicts such as an unsubscribed active customer.
What PopdockAI provides
The tools behind the answer
Ready made tools for Drip and one secure connection to your AI tool. No code, no exports.
drip-get-subscriber
drip-get-campaign-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
Conflicts surface before you speak to the customer
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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