Connectors

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Chorus

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Log a Chorus conversation to Bloomerang
Write
Cross-Connector

Log one Chorus meeting on every donor who attended

For fundraising teams who want a recorded meeting logged in Bloomerang for each constituent on the call, by asking their AI assistant.

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Log a Chorus conversation to Bloomerang
Log yesterday's Chorus meeting with the Fabrikam family as a Bloomerang interaction, purpose Cultivation.
3 attendees match Bloomerang constituents, and 1 does not. - Log: Jordan Lee and Alex Morgan, Cultivation, meeting summary included - Already logged: Riley Chen has an interaction that day - Not in Bloomerang: casey@fabrikam.org, not created Shall I log the 2 interactions?
Chorus
Sample figures. Your results come from your own account.
chorus-get-engagements
chorus-get-conversation-participants
bloomerang-get-email-address
bloomerang-get-constituent
bloomerang-get-interaction
bloomerang-add-interaction

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Chorus

Chorus
Run it on your own Chorus data.

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

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The problem

One donor meeting, retyped on every record

A recorded Chorus meeting with three donors should appear on each of their Bloomerang records with the right channel, purpose and summary. Doing it by hand means matching each attendee, checking for existing entries and retyping the notes.

Without PopdockAI

  • Match each attendee to a constituent
  • Check whether anyone logged it already
  • Retype the summary on every record
  • Guess at channel and purpose values

With PopdockAI

  • Outside participants are matched to Bloomerang by email
  • Unmatched people are listed and never created
  • Constituents already logged that day are skipped
  • Interactions are written after you confirm

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Log the Chorus conversation `{conversation-id}` as an interaction in Bloomerang for every external participant who is a Bloomerang constituent, using purpose `{purpose}` (if empty, ask the user for the purpose before writing anything).

**Step 1: Read the conversation in Chorus**

Call `chorus-get-engagements` with `conversation-id` set to `{conversation-id}`. If it returns nothing, say the conversation was not found and stop. Note `date`, `subject`, `conversation-type`, `user-name` and `meeting-summary`.

Call `chorus-get-conversation-participants` with `conversation-id` set to `{conversation-id}`. Keep only external participants: skip anyone with a `user-id` (a Chorus user on your own team) and anyone whose `type` marks them as internal.

**Step 2: Match each participant to Bloomerang**

For each external participant with an `email`, call `bloomerang-get-email-address` with `value` set to that email and take `account-id`. If nothing comes back, try `bloomerang-get-constituent` with `primary-email`. Participants with no email, or no match, are listed as unmatched and not logged.

**Step 3: Check for an existing entry**

For each matched account id, call `bloomerang-get-interaction` with `account-id` and with `date.from` and `date.to` both set to the conversation's calendar date. If an interaction already exists with a similar subject, mark that constituent as already logged and do not log it again.

**Step 4: Confirm, then write**

Show a table: participant name, email, Bloomerang account id, action (log / already logged / unmatched). Show the interaction that will be written: `date` (calendar day of the conversation), `channel` (Phone for a call, InPerson for an in-person meeting, otherwise ask), `purpose` `{purpose}`, `subject` (the Chorus subject), `is-inbound` false, and `note` (the meeting summary, followed by "Recorded in Chorus, conversation {conversation-id}, led by <user-name>").

Ask the user to confirm. Only after an explicit yes, call `bloomerang-add-interaction` once per constituent marked log. Then report each returned `id`.

**Rules & Guidelines:**

* Tools whose names start with chorus are on the chorus server; tools whose names start with bloomerang are on the bloomerang server.
* The only write this prompt may make is `bloomerang-add-interaction`, and only after confirmation. Do not call `bloomerang-add-note`, `bloomerang-add-task`, `bloomerang-add-constituent`, `bloomerang-update-interaction` or any Chorus action such as `chorus-add-moment`.
* Never create a constituent for an unmatched participant here; list them so the user can run a separate prompt.

**Validation:**

* If no external participant matches Bloomerang, report the unmatched list and write nothing.
* If `bloomerang-add-interaction` rejects the channel or purpose value, report the error exactly and ask the user for a valid value rather than trying others.
* Match emails case-insensitively.

Who it's for

One answer, three teams that use it

Major gift officers

Log group meetings once

Each donor at the meeting gets the interaction with the summary attached.

Log today's Chorus meeting with the Contoso Foundation trustees in Bloomerang, purpose Stewardship.

Development directors

Keep interaction history complete

Every attendee's record shows the meeting, so the next conversation starts informed.

Log yesterday's Chorus call with the Northwind family to Bloomerang, purpose Solicitation.

Database managers

Avoid duplicate interactions

Constituents already logged that day are skipped, so records stay clean.

Log the Fabrikam donor call from Chorus in Bloomerang, skipping anyone already logged today.

How it works

What PopdockAI does when you ask

You give the conversation and a purpose, and your AI assistant prepares an interaction for each donor who attended. If Bloomerang rejects a value it asks you rather than guessing.

01

Ask

You give the Chorus conversation and a purpose, or it asks for one.

Your AI tool

02

Match

It matches each outside participant to Bloomerang by email.

chorus-get-engagements
chorus-get-conversation-participants
bloomerang-get-email-address
bloomerang-get-constituent

03

Check

It skips constituents who already have an interaction logged that day.

bloomerang-get-interaction

04

Confirm

You see who will be logged and the interaction, then confirm.

Your AI tool

What PopdockAI provides

The tools behind the answer

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

get-data

chorus-get-engagements

Returns recorded calls and meetings from Chorus, with the subject, date, duration, participants and the account each conversation relates to. Filter by date range, owner or account to pull the conversations behind a deal or a period.
get-data

chorus-get-conversation-participants

Returns the people who took part in Chorus conversations, with their name, email, title and company. Use it to see who was on a call, and which side they were on.
get-data

bloomerang-get-email-address

Returns constituent email addresses from Bloomerang. Filter by address, type or primary flag, and include or exclude addresses flagged bad.
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-interaction

Returns logged interactions with constituents in Bloomerang: calls, emails, meetings and mailings. Filter by date range, channel, purpose or subject.
run-action

bloomerang-add-interaction

Logs an interaction with a Bloomerang constituent: a call, email, meeting or mailing, with its date, channel, purpose, direction and note.
Read only.Nothing in Chorus 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

One meeting logged on every donor who attended

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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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