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FreshBooks vendors who are Bloomerang donors
Report
Cross-Connector

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.

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FreshBooks vendors who are Bloomerang donors
Check our first 50 FreshBooks vendors and tell me which of them are Bloomerang donors and how much they have given.
2 of 50 vendors are also Bloomerang donors. - Contoso Supplies: 4 gifts, 1,200.00 total, latest 2026-07-02 - Northwind Traders: 1 gift, 250.00, latest 2026-03-15 - No Bloomerang match: 44 vendors - No email: 4 vendors, skipped Want the vendor emails and account numbers?
FreshBooks
Sample figures. Your results come from your own account.
freshbooks-get-vendor
bloomerang-get-constituent
bloomerang-get-transaction

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

FreshBooks

FreshBooks
Run it on your own FreshBooks data.

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

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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.

Prompt
**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.

Your AI tool

02

List

It reads the vendors and skips any with no email.

freshbooks-get-vendor

03

Match

It looks each email up in Bloomerang and totals the gifts.

bloomerang-get-constituent
bloomerang-get-transaction

04

Report

You get a table of vendors who are donors and counts of the rest.

Your AI tool

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.

get-data

freshbooks-get-vendor

Returns vendors from FreshBooks with contact details and 1099 status. Filter by name or email.
get-data

bloomerang-get-constituent

Returns constituents from Bloomerang: the donors, prospects and contacts in your database. Filter by full name, last name, account number, primary email, city, type or status, or fetch one by id.
get-data

bloomerang-get-transaction

Returns gift transactions from Bloomerang. Filter by date range, amount range, payment method, transaction number, or whether the gift has been refunded.
Read only.Nothing in FreshBooks 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

See which vendors are also donors

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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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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