Actions17
- Customer Actions
- Product Actions
- Service Actions
- Session Actions
Overview
This node integrates with the iBill.io API to update customer information. It allows users to specify a customer by their ID and update various fields such as name, email, tags, phone number, address details, tax information, discount details, GPS coordinates, and notification preferences. This node is useful in scenarios where customer data needs to be programmatically updated in the iBill.io system, such as syncing customer details from another CRM or updating customer preferences based on user interactions.
Use Case Examples
- Updating a customer's email and phone number after receiving new contact information.
- Modifying a customer's address and tax ID for billing purposes.
- Enabling or disabling email notifications for a specific customer.
Properties
| Name | Meaning |
|---|---|
| Customer ID | The unique identifier of the customer to update, required to specify which customer record to modify. |
| Fields to Update | A collection of optional fields that can be updated for the customer, including name, email, tags, phone number, enabled status, address details, tax information, discount details, GPS coordinates, suspension status, reseller ID, and email notification preference. |
Output
JSON
id- The unique identifier of the updated customername- The updated name of the customeremail- The updated email address of the customertags- Updated tags associated with the customerphone_number- Updated phone number of the customerenabled- Updated enabled status of the customeraddress1- Updated primary address lineaddress2- Updated secondary address linecity- Updated citystate- Updated statepocode- Updated postal codecountry- Updated countrytax_id- Updated tax identification numberssn- Updated Social Security Numbertax_rate- Updated tax ratediscount_pct- Updated discount percentagediscount_expires- Updated discount expiration datediscount_description- Updated discount descriptiongps_lat- Updated GPS latitude coordinategps_long- Updated GPS longitude coordinatedo_not_suspend- Updated suspension flagreseller_id- Updated reseller identifieremail_notifications- Updated email notification preference
Dependencies
- Requires iBill.io API credentials for authentication and access.
Troubleshooting
- Common issues include invalid or missing customer ID, which will cause the update operation to fail.
- Incorrect or incomplete API credentials can lead to authentication errors.
- If no fields to update are provided, the operation may return an error or no changes will be made.
- Error messages typically indicate missing required parameters or API connectivity issues; ensure all required fields are correctly set and the API is reachable.
