Overview

This node operation "Find Customer By Phone Number" under the "Opportunity" resource allows users to search for a customer in the Soliditech system using a phone number. It is useful in scenarios where you need to quickly retrieve customer details based on their phone contact, such as in sales or customer support workflows.

Use Case Examples

1. Find a customer record by providing their phone number to verify identity or retrieve contact details.
2. Use the phone number to link customer information to an opportunity or sales process.

Properties

Output

JSON

• result - The main result data from the API response containing customer information found by phone number.

Dependencies

• Requires an API key credential for Soliditech API authentication.

Troubleshooting

• Common issues include invalid or missing phone number input, which will cause the API request to fail.
• Errors may occur if the API credentials are incorrect or expired, resulting in authentication failures.
• If the phone number does not match any customer, the output may be empty or contain no results.
• Ensure the 'Simplify Path' is correctly set if simplifying output, otherwise the expected data may not be returned.

Links

• Soliditech API - Find Customer By Phone Number - Official API documentation for the Find Customer By Phone Number operation under Opportunity resource.