Connectors

/

Drip

/

Drip and Rillet customer 360 by email
Report
Cross-Connector

Share one view of billing and email engagement

For finance and marketing teams who want a person's Rillet billing and Drip engagement together, by asking their AI assistant.

Try PopdockAI free
Get a live demo
Drip and Rillet customer 360 by email
Show me a 360 for billing@fabrikam.com across Rillet and Drip.
Fabrikam Inc has 3,600 overdue in Rillet and is unsubscribed in Drip. - Contracts: 1 active, ARR steady at 24,000 for two months - Invoices: 2 open, 1 overdue - Drip: unsubscribed, lead score 18, tag customer - Observation: overdue, and marketing email no longer reaches them Want the contract details?
Drip
Sample figures. Your results come from your own account.
rillet-get-customer-emails
rillet-get-contracts
rillet-get-invoices
rillet-get-arr-waterfall
drip-get-subscriber
drip-get-campaign-subscriber

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Drip

Drip
Run it on your own Drip data.

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

Try PopdockAI free

The problem

Finance and marketing each see half of a customer

Finance sees contracts and overdue invoices in Rillet, marketing sees tags and campaigns in Drip. Spotting a problem like an overdue customer who has unsubscribed takes both screens.

Without PopdockAI

  • Find every Rillet customer using the email
  • Read contracts, invoices and ARR
  • Look up the subscriber in Drip
  • Compare billing and marketing by hand

With PopdockAI

  • Every Rillet customer on the email is found
  • Contracts, open and overdue invoices and ARR are read
  • Drip status, tags, score and consent are added
  • Matched on email only, and nothing is written

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Build a single view of `{email}` that combines what Rillet knows about them as a customer with what Drip knows about them as a subscriber.

**Step 1: Find the customer in Rillet**

Call `rillet-get-customer-emails` (Rillet) and keep the rows whose email equals `{email}`. Collect every distinct customer-id. If none match, note "not a Rillet customer" and skip to Step 3. If more than one customer-id matches, report each one separately.

**Step 2: Read the billing position**

For each customer-id:

* Call `rillet-get-contracts` (Rillet) with customer-id, and list each contract's name, status, start-date, end-date and total-value.
* Call `rillet-get-invoices` (Rillet) once and keep the invoices with that customer-id. Report open invoices, the total amount-due, and how many are overdue.
* Call `rillet-get-arr-waterfall` (Rillet) with customer-id and report the most recent two year-month rows, so the ARR trend is visible.

**Step 3: Read the Drip profile**

Call `drip-get-subscriber` (Drip) with email set to `{email}`. Report status, tags, lead-score, lifetime-value, created-date and gdpr-consent. Then call `drip-get-campaign-subscriber` (Drip) with the same email and list each campaign-name with its campaign-status.

**Step 4: Report**

Two short sections, Billing (Rillet) and Marketing (Drip), followed by one line of observations, for example an overdue customer who is unsubscribed in Drip, or a high lead-score subscriber with no Rillet record.

**Rules & Guidelines:**

* The only key shared by the two systems is the email address. Rillet emails come from `rillet-get-customer-emails` (one row per address, with its customer-id and email-type); Drip emails come from the email field of `drip-get-subscriber`. Compare them trimmed and lower-cased. Never match on name alone.
* This prompt is read-only. Do not call `drip-add-subscriber`, `drip-update-subscriber`, `drip-add-subscriber-tag`, `drip-remove-subscriber-tag`, `drip-add-subscriber-to-campaign`, `drip-remove-subscriber-from-campaign`, `drip-remove-subscriber-from-all-campaigns`, `drip-unsubscribe-subscriber`, `drip-start-subscriber-workflow`, `drip-remove-subscriber-from-workflow`, `drip-activate-campaign`, `drip-pause-campaign`, `drip-activate-workflow`, `drip-pause-workflow` on Drip, and do not call any Rillet tool whose name starts with rillet-add, rillet-update, rillet-apply, rillet-unapply, rillet-record, rillet-set or rillet-setup.

**Validation:**

* If `{email}` is in neither system, say so in one line and stop.
* If it is in only one system, report that side in full and state plainly that the other side has no record.

Who it's for

One answer, three teams that use it

Billing specialists

Check billing and reachability together

See open and overdue invoices next to whether the customer is still subscribed in Drip.

Does finance@contoso.com have overdue Rillet invoices, and are they still subscribed in Drip?

Customer success managers

Prep for a renewal conversation

Get contracts, recent ARR and email engagement for a customer in one message before you meet.

Show me contracts, ARR and Drip engagement for ops@northwindtraders.com.

Marketing managers

Know a customer's billing position before a campaign

Avoid sending upsell email to a customer whose invoices are overdue.

Before we email ap@fabrikam.com about the upgrade, what is their Rillet billing status?

How it works

What PopdockAI does when you ask

You give an email address and your AI assistant brings Rillet billing and Drip marketing into one view. It reads only and says plainly when a side is missing.

01

Ask

You give an email address.

Your AI tool

02

Read

It finds every Rillet customer using it and reads contracts, invoices and ARR.

rillet-get-customer-emails
rillet-get-contracts
rillet-get-invoices
rillet-get-arr-waterfall

03

Add

It reads the Drip subscriber, consent and campaigns.

drip-get-subscriber
drip-get-campaign-subscriber

04

Report

You get billing and marketing sections with observations.

Your AI tool

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.

get-data

rillet-get-customer-emails

Returns customer email addresses with their type and the customer's location from Rillet.
get-data

rillet-get-contracts

Returns customer contracts (term, status, total value, invoicing) from Rillet.
get-data

rillet-get-invoices

Returns customer invoices (number, customer, dates, status, totals, amount due) from Rillet.
get-data

rillet-get-arr-waterfall

Returns annual recurring revenue by customer and month from Rillet.
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.
get-data

drip-get-campaign-subscriber

Returns the people subscribed to each Drip email series campaign, with the campaign's status and the person's tags and lead score. Filter by campaign id or name, a person's email, subscriber status or minimum lead score.
Read only.Nothing in Drip 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

One shared view of billing and engagement

Try PopdockAI free
Get a live demo

Related use cases

More ways to put this data to work

All Ramp use cases

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.

Try PopdockAI Free
See Documentation