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Find FreshBooks vendors who also give through Bloomerang
For finance teams who want to spot vendor and donor overlaps without a spreadsheet, just by asking their AI assistant.
On this page
Connector
Connect FreshBooks, pick your AI tool and paste the prompt.
The problem
Vendor and donor overlaps go unnoticed
Finding vendors who also give means exporting both systems and comparing emails in a spreadsheet. It is tedious, so overlaps and conflicts of interest get missed.
Without PopdockAI
- Export vendors from FreshBooks
- Export constituents from Bloomerang
- Compare emails in a spreadsheet
- Total each donor's gifts by hand
With PopdockAI
- Vendors are read, no-email ones counted
- Each email is looked up in Bloomerang
- Gifts are totaled for every match
- Several matches listed, not totaled, 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:** Find vendors in FreshBooks who are also donors in Bloomerang, looking at up to `{max-vendors}` vendors (default 50) for FreshBooks business `{company}` (optional).
**Step 1: List vendors**
Call `freshbooks-get-vendor` (FreshBooks server) with `max-records` set to the limit and `company` if given. Keep each vendor's `vendor-name`, `email` and `id`. Skip vendors with no email and count them.
**Step 2: Look each vendor up as a donor**
For each vendor with an email, call `bloomerang-get-constituent` (Bloomerang server) with `primary-email` set to that email. For each match, call `bloomerang-get-transaction` (Bloomerang server) with `account-id` set to the constituent `id` and add up `amount` for the totals.
**Step 3: Report**
A table of vendor name, vendor email, Bloomerang `full-name`, `account-number`, number of gifts, total given and most recent gift `date`. Then list the vendors with no email and the count of vendors with no Bloomerang match.
**Rules & Guidelines:**
* `freshbooks-get-vendor` is on the FreshBooks server; `bloomerang-get-constituent` and `bloomerang-get-transaction` are on the Bloomerang server.
* Read only. Never call any add, update or delete tool on either server.
* Match on email only; do not guess from names.
**Validation:**
* If `freshbooks-get-vendor` returns nothing, stop and say so.
* If a vendor matches more than one constituent, list all of them and do not total the gifts.Who it's for
One answer, three teams that use it
Finance directors
Spot conflicts of interest
See vendors who also give, with totals and latest gift dates.
Which of our FreshBooks vendors have given through Bloomerang, and how much?
Development officers
Recognize vendors who support you
Find suppliers who are also donors so you can thank them properly.
Check 100 FreshBooks vendors for Bloomerang donors and show their latest gift.
Auditors
Document related relationships
Get a read-only table of vendor and donor matches with ambiguous ones listed.
List FreshBooks vendors who match more than one Bloomerang constituent.
How it works
What PopdockAI does when you ask
You set how many vendors to check, and your AI assistant matches them to Bloomerang donors by email. It reports only.
01
Ask
You set how many vendors to check and optionally the FreshBooks business.
02
List
It reads the vendors and skips any with no email.
03
Match
It looks each email up in Bloomerang and totals the gifts.
04
Report
You get a table of vendors who are donors and counts of the rest.
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.
freshbooks-get-vendor
bloomerang-get-constituent
bloomerang-get-transaction
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
See which vendors are also donors
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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