Utilisez Agencyzoom Update Customer avec AgencyZoom Tools via Aident Loadout. Vérifiez les entrées, sorties, la configuration, le tarif et le risque avant exécution.
Updates an existing customer's information in AgencyZoom using their unique customerId.
zipstringPostal or ZIP code of the customer's address.
citystringCity of the customer's address.
csrIdintegerThe ID of the Customer Service Representative (CSR) assigned to the customer.
emailstringCustomer's primary email address.
phonestringCustomer's primary phone number.
statestringState or province of the customer's address (e.g., CA, NY).
agentIdintegerThe ID of the producer or agent assigned to the customer.
countrystringCountry of the customer's address (e.g., USA, Canada).
birthdaystringCustomer's date of birth (MM/dd/YYYY format).
lastnamestringCustomer's last name.
tagNamesstringSemicolon-separated string of tag names to associate with the customer (e.g., 'Lead;VIP;Past Client').
firstnamestringCustomer's first name.
dataObligatoireData from the action execution
errorstringError if any occurred during the execution of the action
successfulObligatoirebooleanWhether or not the action execution was successful or not
Connexion par clé API. Niveau de risque 2 sur 5.
Action gratuite
Aucune Skill publiée ne référence encore explicitement cette Action.