Connectors

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Freshdesk

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Freshdesk and BigCommerce customer history
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Cross-Connector

See a customer's orders and tickets on one timeline

For support teams who ask their AI assistant what a customer bought and what they raised in Freshdesk.

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Freshdesk and BigCommerce customer history
Show me the order and ticket history for dana@northwindtraders.com over the last 90 days.
Dana Whitfield (Northwind Traders) has 3 orders and 2 tickets in 90 days. - 3 Sep: order 10482, 240.00 total, refunded 40.00 - 5 Sep: ticket 4710, Damaged item, resolved - 2 Oct: order 10531, 310.00 total, shipped - Observation: ticket 4710 opened 2 days after order 10482, which was partly refunded Want the items on the two most recent orders?
Freshdesk
Sample figures. Your results come from your own account.
bigcommerce-get-customer
bigcommerce-get-order
bigcommerce-get-order-product
freshdesk-get-contacts
freshdesk-get-tickets

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Freshdesk

Freshdesk
Run it on your own Freshdesk data.

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

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The problem

Orders and complaints live in two different places

To help a customer well, an agent needs to know what they bought and what they complained about. That means switching between Freshdesk and BigCommerce and piecing dates together, and a missed link hides a refund or order issue.

Without PopdockAI

  • Search BigCommerce for the customer and their orders
  • Search Freshdesk for the same person
  • Line up order and ticket dates by hand
  • Miss the order behind the complaint

With PopdockAI

  • The customer is found in BigCommerce, including guest checkouts
  • Orders and recent items are listed
  • Freshdesk tickets for the same email join one timeline
  • It stops on several matches and changes nothing

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 support-and-purchase timeline for the customer with email `{email}`, looking back `{lookback-days}` days (default 90).

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

Call `bigcommerce-get-customer` (BigCommerce server) with `email` set to the address. If nothing comes back, also try `bigcommerce-get-order` with `billing-email` (guest checkout) and note the customer is a guest. If more than one customer matches, list them and stop.

**Step 2: Get their orders**

Call `bigcommerce-get-order` with `customer-id` from Step 1 (or `billing-email` for a guest) and `date-created.from` set to the lookback start. For the two most recent orders, call `bigcommerce-get-order-product` with `order-id` to list the items.

**Step 3: Find them in Freshdesk**

Call `freshdesk-get-contacts` (Freshdesk server) with `email` set to the same address. Then call `freshdesk-get-tickets` with `requester-email` set to the address and `created-at.from` set to the lookback start. If no contact or ticket exists, report the customer as present in BigCommerce and absent from Freshdesk, and continue.

**Step 4: Report**

Give a short customer header (name, company, customer group, Freshdesk company-id), then one chronological list merging orders (id, date, total-including-tax, status, refunded-amount) and tickets (ticket-id, date, subject, status, priority). End with up to three observations, such as a ticket opened within days of an order or a refunded order with an open ticket.

**Rules & Guidelines:**

* `bigcommerce-get-customer`, `bigcommerce-get-order` and `bigcommerce-get-order-product` are on the BigCommerce server; `freshdesk-get-contacts` and `freshdesk-get-tickets` are on the Freshdesk server.
* Match on email only, case-insensitively. Do not guess matches by name.
* Do not call any write tool on either server (no freshdesk-add-*, freshdesk-update-*, freshdesk-delete-*, freshdesk-reply-to-ticket, and no bigcommerce-*-add, -update or -delete tools).

**Validation:**

* If either side returns nothing, say which side and carry on with the other.
* If the Freshdesk contact email and BigCommerce billing-email differ for the same customer, report both rather than choosing one.

Who it's for

One answer, three teams that use it

Support agents

See what the customer bought before you reply

The orders and items around a complaint are right there, so you can answer about the right purchase.

What has priya@contoso.com ordered in BigCommerce and what tickets has she raised in Freshdesk this year?

Ecommerce managers

Spot order problems that turn into tickets

One timeline shows when tickets follow orders, so patterns behind refunds and complaints are easier to see.

Show me a timeline of orders and Freshdesk tickets for orders@fabrikam.com over the last 6 months.

Customer service leads

Handle escalations with the full history

When a customer escalates, get their purchases and every past ticket together before deciding on a goodwill gesture.

Pull the BigCommerce order and Freshdesk ticket history for tom@northwindtraders.com before I call him back.

How it works

What PopdockAI does when you ask

You give an email and your AI assistant builds one dated timeline of BigCommerce orders and Freshdesk tickets. Matching is on email only, and it reports both when they differ.

01

Ask

You give the customer's email and optionally how many days to look back.

Your AI tool

02

Find

It looks the customer up in BigCommerce, including guest checkouts, and lists their orders.

bigcommerce-get-customer
bigcommerce-get-order
bigcommerce-get-order-product

03

Match

It finds the same email in Freshdesk and lists their tickets.

freshdesk-get-contacts
freshdesk-get-tickets

04

Report

You get a header, one dated timeline and up to three observations.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Freshdesk and one secure connection to your AI tool. No code, no exports.

get-data

bigcommerce-get-customer

Returns customers from BigCommerce, with filters for the fields that matter on this list. Read-only; needs a BigCommerce connection.
get-data

bigcommerce-get-order

Returns orders from BigCommerce, with filters for the fields that matter on this list. Read-only; needs a BigCommerce connection.
get-data

bigcommerce-get-order-product

Returns order products from BigCommerce, with filters for the fields that matter on this list. Read-only; needs a BigCommerce connection.
get-data

freshdesk-get-contacts

Returns contacts from Freshdesk, with filters on the fields that matter. Read-only.
get-data

freshdesk-get-tickets

Returns tickets from Freshdesk, with filters on the fields that matter. Read-only.
Read only.Nothing in Freshdesk 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

Orders and tickets on one timeline

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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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