Aident Loadout を通じて AgencyZoom Tools の Agencyzoom Update Customer を使用します。実行前に入力、出力、設定、料金、リスクを確認できます。
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.
data必須Data from the action execution
errorstringError if any occurred during the execution of the action
successful必須booleanWhether or not the action execution was successful or not
API キー接続。リスクレベル 2/5。
無料 Action
この Action を明示的に参照する公開 Skills はまだありません。