Actions53
- Customer Actions
- Invoicing Actions
- Contact Actions
- Opportunity Actions
- Outstanding Actions
- Parameters Actions
- Payments Api Actions
- Product Actions
- Promo Code Actions
- Quotes Actions
- Telco Actions
Overview
This node operation updates an existing customer contact in the Soliditech system. It allows users to specify the contact to update by providing the account ID and contact ID, and then modify various contact details such as contact type, contact level, decision maker status, communication preferences, personal details, and phone numbers. The node supports inputting parameters either as individual fields or as a JSON object. This operation is useful for maintaining accurate and up-to-date contact information for customer accounts, which is essential for customer relationship management, invoicing, and communication.
Use Case Examples
- Updating a customer's contact information to change their email address and phone number.
- Modifying the contact level from Secondary to Primary for a specific contact.
- Setting communication preferences such as sending newsletters or invoices to the contact.
Properties
| Name | Meaning |
|---|---|
| JSON Parameters | Whether to provide the update parameters as a JSON object instead of individual fields. |
| Parameters JSON | The JSON object containing the update parameters when JSON Parameters is true. |
| Account ID | The unique identifier of the customer account to which the contact belongs. |
| Contact ID | The unique identifier of the contact to update within the customer account. |
| Additional Fields | Optional fields to update on the contact, such as contact type, contact level, decision maker status, communication preferences, personal details, and phone numbers. |
| Simplify Output | Whether to simplify the output data. |
| Simplify Path | The path to the property in the response that should be returned when simplifying output. |
Output
JSON
result- The main result object returned from the update customer contact API call.
Dependencies
- An API key credential for Soliditech API authentication.
Troubleshooting
- Ensure that the Account ID and Contact ID are correctly provided and correspond to existing records in the Soliditech system.
- If using JSON Parameters, verify that the JSON is a valid flat object; otherwise, the node will throw an error indicating invalid JSON.
- Check that all required fields are filled when not using JSON Parameters to avoid incomplete update requests.
- If the API returns an error, review the error message for details and verify the API credentials and permissions.