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Review HubSpot ecommerce orders, carts and payments together
For operations teams who want online sales and problem orders in one view, by asking their AI assistant.
On this page
Connector
Connect HubSpot, pick your AI tool and paste the prompt.
The problem
Orders, carts and payments are never reviewed together
Ecommerce orders, carts and payments synced into HubSpot are rarely reviewed together. Spotting paid but unfulfilled orders, failed payments and big abandoned carts means separate reports and a spreadsheet to join them.
Without PopdockAI
- Run separate reports for orders, carts and payments
- Join them in a spreadsheet
- Look for paid but unfulfilled orders by hand
- Mix currencies by accident
With PopdockAI
- Orders, carts and payments for the window are read together
- Headline revenue, order count and average order value are worked out
- Unfulfilled, unpaid and failed payment orders are listed
- Each currency is reported 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.
**Objective:** Review ecommerce activity synced to HubSpot over the last `{lookback-days}` days (default 30), for store `{source-store}` (default all).
**Step 1: Orders**
Call `hubspot-get-orders` with `created-date.from` = the window start. Total `total-amount`, `discount` and `tax-amount` by `currency-code`. Count by `stage`, `fulfillment-status` and `payment-status`.
**Step 2: Carts**
Call `hubspot-get-carts` with `created-date.from` = the window start and `source-store` when given. Treat carts whose `status` is not converted or checked out as abandoned. Total their value.
**Step 3: Payments**
Call `hubspot-get-commerce-payments` with `payment-date.from` = the window start. Total gross amount, processing fees, net amount and refunded amount. Count by `status` and `payment-method-type`.
**Step 4: Report**
* Headline: orders, revenue, average order value, abandoned carts and their value, net payments, refunds.
* Orders needing attention: paid but unfulfilled, and fulfilled but unpaid (order, customer, amount, created date).
* Top 10 abandoned carts by value with billing city and country.
* Failed payments and refunds: reference, customer email, amount, status.
**Rules & Guidelines:**
* This prompt is read-only. Do NOT call any write tool: `hubspot-add-contact`, `hubspot-add-company`, `hubspot-add-deal`, `hubspot-add-ticket`, `hubspot-update-contact`, `hubspot-update-company`, `hubspot-update-deal`, `hubspot-update-ticket`, `hubspot-add-contact-note`, `hubspot-add-company-note`, `hubspot-add-deal-note`, `hubspot-add-ticket-note`.
* Do not convert currencies; report each currency separately.
**Validation:**
* If there are no orders, carts or payments in the window, say which are empty.Who it's for
One answer, three teams that use it
Ecommerce managers
Review the store without building reports
Get revenue, orders, abandoned carts and refunds for the period in one answer.
How did our online store do in HubSpot this month, and what were the top abandoned carts?
Fulfilment leads
Find paid orders not yet shipped
Paid but unfulfilled orders are listed, so nothing sits waiting for dispatch.
Which orders in HubSpot are paid but not fulfilled from the last 14 days?
Finance analysts
Check payments and refunds
Net payments, failed payments and refunds are reported per currency for the window.
Show failed payments and refunds synced to HubSpot in the last 30 days, by currency.
How it works
What PopdockAI does when you ask
You set a lookback period and your AI assistant reviews your HubSpot ecommerce data. You get headline figures and the orders needing attention, and nothing is changed.
01
Ask
You set a lookback period and optionally a store.
02
Read
It reads orders, carts and payments synced to HubSpot.
03
Check
It finds paid but unfulfilled orders, unpaid fulfilled ones, failed payments and refunds.
04
Report
You get headline figures per currency and the orders needing attention.
What PopdockAI provides
The tools behind the answer
Ready made tools for HubSpot and one secure connection to your AI tool. No code, no exports.
hubspot-get-orders
hubspot-get-carts
hubspot-get-commerce-payments
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
Online sales and problem orders in one view
Related use cases
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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.