Report

Cross-Connector

See which large BigCommerce orders already have a Capsule CRM deal

For sales teams who want big storefront orders matched to Capsule CRM contacts and open opportunities, just by asking their AI assistant.

High-value BigCommerce orders and Capsule CRM opportunities

Show me BigCommerce orders over 2,000 since the first of the month and tell me which buyers are already open deals in Capsule CRM.

Found 6 orders of 2,000 or more since 1 October, in one currency (USD). - Buyer not in the CRM: 2 orders, 5,310.00 total (Contoso Ltd, Fabrikam Supply) - In the CRM, no open opportunity: 3 orders, 8,940.00 total - Open opportunity: 1 order, 3,200.00 total (Northwind Traders, Renewal, Proposal stage) Want the full table with order ids and Capsule CRM owners?

BigCommerce

Sample figures. Your results come from your own account.

bigcommerce-get-order

capsule-crm-get-party

capsule-crm-get-opportunity

On this page

The problem

The prompt

Who it's for

How it works

Tools used

Connector

BigCommerce

Run it on your own BigCommerce data.

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

The problem

Big orders land and sales does not know who to chase

Large BigCommerce orders land while sales works from Capsule CRM. Someone has to filter orders, look up each buyer and check for open deals, and it is easy to chase a buyer already in a deal or miss one not in the CRM.

Without PopdockAI

Filter BigCommerce orders above a threshold
Look up each buyer by email in Capsule CRM
Check their opportunities and owner
Chase someone already in a deal

With PopdockAI

Orders at or above your total are listed for the period
Each buyer is checked in Capsule CRM for a contact, owner and open opportunities
Orders are grouped by CRM status with a total per group
Currencies are kept apart, 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.

Prompt

**Objective:** Find BigCommerce orders of at least `{min-order-total}` created on or after `{since-date}` (default: 30 days ago) and show, for each buyer, their Capsule CRM contact, owner and opportunities.

**Step 1: Find the orders**

Call `bigcommerce-get-order` with `total-including-tax.min` = `{min-order-total}`, `date-created.from` = `{since-date}` and `max-records` = 50. Keep `id`, `date-created`, `status`, `total-including-tax`, `currency-code`, `billing-email`, `billing-first-name`, `billing-last-name`. If none, say so and stop.

**Step 2: Match each buyer to Capsule CRM**

For each distinct `billing-email`, call `capsule-crm-get-party` with `email` = that value. Record the `party-id`, `name`, `owner-name` and `last-contacted-date`, or "no contact".

**Step 3: Opportunities**

For each matched contact call `capsule-crm-get-opportunity` with `party-name.contains` = the contact `name`. Keep rows whose party-name equals the contact name, with `name`, `milestone-name`, `value`, `expected-close-date`, `closed-on-date`.

**Step 4: Report**

Give a table of order id, buyer, total, Capsule owner, open opportunity (name and milestone, or "none"). Group the rows into: buyer not in the CRM, buyer in the CRM with no open opportunity, buyer with an open opportunity. Close with the total order value in each group.

**Rules & Guidelines:**

* Tools whose names start with bigcommerce-  are on the bigcommerce server; tools whose names start with capsule-crm-  are on the capsule-crm server. Both must be connected.
* Read-only: do not call any add, update or delete tool on either server (for example `bigcommerce-customer-update` or `capsule-crm-add-note`).
* Customers are matched across the two systems by email address, compared case-insensitively.

**Validation:**

* If `{since-date}` is empty use 30 days ago. `{min-order-total}` must be a number; if it is empty or not a number, ask for it and stop.
* An opportunity with a `closed-on-date` is not open.
* Do not total orders in different `currency-code` values together; show one total per currency.

Who it's for

One answer, three teams that use it

Sales reps

Follow up on big buyers with no deal

Buyers in the CRM with no open opportunity are ready for a conversation.

Which BigCommerce orders over 1,500 this month are from buyers with no open Capsule CRM opportunity?

Sales managers

Avoid two reps chasing one buyer

Buyers already in a deal show the owner, so new outreach goes to the right person.

For BigCommerce orders over 5,000 since 1 September, who owns the buyer in Capsule CRM?

Business owners

See big buyers missing from the CRM

Large orders from buyers not in Capsule CRM are new relationships to start.

Which large BigCommerce buyers in the last 30 days are not in Capsule CRM at all?

How it works

What PopdockAI does when you ask

You set a minimum order total and your AI assistant checks each large BigCommerce buyer in Capsule CRM. Only opportunities that match the contact and are not closed count.

Ask

You give a minimum order total and optionally a start date.

Your AI tool

Find

It lists BigCommerce orders at or above that total in the period.

bigcommerce-get-order

Match

It looks up each buyer's email in Capsule CRM and checks their open opportunities.

capsule-crm-get-party

capsule-crm-get-opportunity

Report

You get the orders grouped by CRM status, with a total per group and per currency.

Your AI tool

What PopdockAI provides

The tools behind the answer

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

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

capsule-crm-get-party

Returns people and organizations from Capsule CRM with email, phone, job title, organization, location, owner and last contacted date. Filter by name, email, type, organization, owner, city, state or country.

get-data

capsule-crm-get-opportunity

Returns Capsule CRM sales opportunities with milestone, value, currency, probability, expected close date, owner and lost reason. Filter by name, party, owner, milestone, value range, expected close date or closed date.

Read only.Nothing in BigCommerce 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.

The outcome

Know which big orders need follow-up

Related use cases

More ways to put this data to work

BigCommerce order support context from Capsule CRM

Ask your AI to explain a BigCommerce order and it adds the buyer's Capsule CRM owner, recent entries, open cases and open tasks.

Learn More

Find BigCommerce customers missing from Capsule CRM

Ask your AI which new BigCommerce customers have no Capsule CRM contact and get a table with their orders, with the check limited and nothing changed.

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Reconcile a BigCommerce customer with Capsule CRM

Ask your AI to compare a BigCommerce customer with the Capsule CRM contact and it lists every field that differs, stopping on multiple matches instead of guessing.

Learn More

Audit BigCommerce catalog pricing

Ask your AI to audit BigCommerce catalog pricing and it flags zero prices, negative margins and bad sale prices, sorted by severity, without changing anything.

Learn More

Audit BigCommerce coupons

Ask your AI to audit BigCommerce coupons and it sorts enabled codes into expired, expiring, unused, exhausted and risky, and changes nothing.

Learn More

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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