Connectors

/

Microsoft Dynamics GP

/

Trace a Dynamics GP customer to TickTick work
Report
Cross-Connector

See a customer's GP account and TickTick work together

For account managers who ask their AI assistant for a Dynamics GP customer's position and the TickTick work tied to it.

Try PopdockAI free
Get a live demo
Trace a Dynamics GP customer to TickTick work
Trace Dynamics GP customer CONTOSO0001 across TickTick. What is their balance and what work do we have open for them?
Contoso Ltd owes 18,450.00 against a 25,000.00 credit limit, and is not on hold. - Documents: 10 recent, 2 invoices past due - Service calls: 1 open, priority high - TickTick: 2 open tasks, 1 completed in the last 30 days - Gap: one overdue invoice has no matching task - Uncertain: 1 task names Contoso Group, listed separately Want the full list of tasks and the match basis for each?
Microsoft Dynamics GP
Sample figures. Your results come from your own account.
microsoft-dynamics-gp-get-rm-customer
microsoft-dynamics-gp-get-rm-trx
microsoft-dynamics-gp-get-srv-service-call
ticktick-get-tasks
ticktick-get-task-comments
ticktick-get-completed-tasks

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Microsoft Dynamics GP

Microsoft Dynamics GP
Run it on your own Microsoft Dynamics GP data.

Connect Microsoft Dynamics GP, pick your AI tool and paste the prompt.

Try PopdockAI free

The problem

Customer work in TickTick is hard to find

Account managers check a customer's balance in Dynamics GP, then search TickTick by hand for tasks tied to that customer. TickTick has no customer ID, so work that is not named consistently is easily missed.

Without PopdockAI

  • Look up the balance and open items in Dynamics GP
  • Search TickTick by name and guess other spellings
  • Read task comments for context
  • Miss an overdue invoice that has no task

With PopdockAI

  • Balance, limit, hold, recent documents and service calls are read
  • TickTick is searched by customer name and ID
  • Each match shows its basis, and weak matches are flagged
  • Gaps like an overdue document with no task are called out

The prompt

Use this prompt

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

Prompt
**Objective:** Trace GP customer `{customer-id}` across both systems: its account position in Dynamics GP and any TickTick tasks, comments and completed work that mention the customer (looking back `{lookback-days}` days for completed work, default 30).

**Step 1: Establish the customer in Dynamics GP**

Call `dynamics-gp-get-rm-customer` (Dynamics GP server) with `customer-id` = `{customer-id}`. If nothing is returned, say the customer does not exist in GP and stop. Keep `customer-name`, `customer-balance`, `credit-limit-amount`, `hold` and `contact-person`.

Call `dynamics-gp-get-rm-trx` (Dynamics GP server) with `customer-id` = `{customer-id}` and keep the 10 most recent documents with their `document-type`, `document-number`, `document-date`, `due-date` and `current-transaction-amount`.

Call `dynamics-gp-get-srv-service-call` (Dynamics GP server) with `customer-id` = `{customer-id}` and keep the open calls (`service-call-number`, `service-call-status`, `priority-level`).

**Step 2: Carry the customer across to TickTick**

TickTick has no customer id field, so the join is text. Call `ticktick-get-tasks` (TickTick server) with `title.contains` = the GP `customer-name` (use the most distinctive word if the full name returns nothing, and say you did so), then again with `title.contains` = `{customer-id}`. Merge the results by task `id`.

For each matching task call `ticktick-get-task-comments` (TickTick server) with its `task-id` and `project-id`. Call `ticktick-get-completed-tasks` (TickTick server) with `title.contains` = the customer name and `completed-time.from` set `{lookback-days}` days back.

**Step 3: Report**

1. GP account position: balance, credit limit, hold flag, last 10 documents, open service calls.
2. Open TickTick tasks: title, project-name, due-date, priority, assignee.
3. Recently completed TickTick tasks and the latest comment on each open task.
4. Gaps: overdue documents or open service calls with no matching TickTick task.

**Rules & Guidelines:**

* Tools whose names start with dynamics-gp run on the Dynamics GP server; tools whose names start with ticktick run on the TickTick server.
* This prompt is read-only. Do not call any tool that adds, updates, completes, moves, deletes or assigns (for example `ticktick-add-task`, `ticktick-update-task`, `ticktick-complete-task`, `ticktick-delete-task`, `ticktick-batch-tasks`, `ticktick-add-comment`) on the TickTick server, and do not call any Dynamics GP tool that creates or updates records or notes.
* A TickTick task counts as a match only if its title visibly names the customer or id; list the match basis for each.

**Validation:**

* If TickTick returns no tasks, report the customer as present in GP and absent from TickTick, and still give Step 1.
* If a customer name matches tasks for a different customer, list them as uncertain instead of attributing them.

Who it's for

One answer, three teams that use it

Account managers

Prepare with the account and the work

The balance and every related task in one answer, so nothing is missed before a call.

Trace Dynamics GP customer FABRIKAM01 into TickTick and show open work for them.

Collections specialists

Check overdue items have a follow-up

Overdue documents with no matching task are called out, so someone owns each one.

Does Northwind Traders have overdue invoices in Dynamics GP with no follow-up task in TickTick?

Service coordinators

Line up calls with tasks

Open service calls sit beside TickTick tasks, so field work and follow-ups are coordinated.

Show Contoso's open service calls in Dynamics GP and any TickTick tasks about them from the last 30 days.

How it works

What PopdockAI does when you ask

You give a customer ID, and your AI assistant sets the Dynamics GP account beside matching TickTick work. It only reads, and stops if the customer is not in GP.

01

Ask

You give a Dynamics GP customer ID and optionally a look-back period.

Your AI tool

02

Read GP

It reads the balance, recent documents and open service calls.

microsoft-dynamics-gp-get-rm-customer
microsoft-dynamics-gp-get-rm-trx
microsoft-dynamics-gp-get-srv-service-call

03

Search TickTick

It finds tasks, comments and completed work naming the customer.

ticktick-get-tasks
ticktick-get-task-comments
ticktick-get-completed-tasks

04

Report

You get both views, the match basis and any gaps.

Your AI tool

What PopdockAI provides

The tools behind the answer

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

get-data

microsoft-dynamics-gp-get-rm-customer

Returns customer records from Dynamics GP Receivables Management, including contact details, class, terms and balances. Filter by salesperson ID, hold, customer name, state, zip, customer balance, customer class and city, and pick the company and the maximum number of records.
get-data

microsoft-dynamics-gp-get-rm-trx

Returns receivables transactions such as invoices, payments and credit memos from Dynamics GP Receivables Management, including customer, dates, amounts and outstanding balances. Filter by customer ID, document type, customer name, document date, document amount, document number, batch number and void status, and pick the company and the maximum number of records.
get-data

microsoft-dynamics-gp-get-srv-service-call

Returns service call records from Dynamics GP Field Service, including customer, service type, status, technician, priority and totals. Filter by total, service type, customer ID, office ID, service call status, name, priority level and service call number, and pick the company and the maximum number of records.
get-data

ticktick-get-tasks

Returns open TickTick tasks with their project, due date, priority, status, assignee and tags. Filter by project, due date range or status.
get-data

ticktick-get-task-comments

Returns the comments on a TickTick task with author and time.
get-data

ticktick-get-completed-tasks

Returns completed TickTick tasks with their completion time and project. Filter by project and completion date range.
Read only.Nothing in Microsoft Dynamics GP 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

Account position and related work in one view

Try PopdockAI free
Get a live demo

Related use cases

More ways to put this data to work

All Ramp use cases

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.

Try PopdockAI Free
See Documentation