LeafLinkLeafLink / Create or Update Customer

appKey: leaflink
actionKey: create-or-update-customer

Action Inputs

The following parameters are available when configuring this action:
companyId
Company
Select the company which will own the customer.
The id of the company which will own the customer.
string
name
Name
The name of the customer. 1-400 characters
string
address
Address
Customer's address. 1-400 characters
string | undefined
city
City
City - for the address. 1-400 characters.
string | undefined
country
Country
Country - for the address. 1-400 characters.
string | undefined
customerId
Customer Id
If using a filter find method, the id of the customer to update.
string | undefined
description
Description
An overview of the customer. 1-4000 characters.
string | undefined
email
Email
If a customer with this email already exists, it will be updated.
The email address of the customer. 1-255 characters.
string | undefined
externalId
External ID
The external id of the customer.
string | undefined
filter
Search by
Required if the customer find method is filter. The filter to search by. Accepted values are:
- email
- phone
- name
string | undefined
filterValue
Search value
Required if the customerFindMethod is filter. The filter value to search by.
string | undefined
findMethod
Find Method
The method to use to find the customer. Accepted values are: filter | select
('filter' | 'select') | undefined
licenseNumber
License Number
The license number of the customer. 1-100 characters.
string | undefined
nickname
Nickname
The alternate name for the customer. 1-200 characters
string | undefined
notes
Notes
Other information about the customer. 1-3000 characters.
string | undefined
phone
Phone
The phone number of the brand. 1-400 characters.
string | undefined
phoneExtension
Phone Extension
The phone extension of the brand. 1-20 characters.
string | undefined
state
State
State abbreviation for the address.
string | undefined
unitNumber
Unit Number
Unit # for the address
string | undefined
updateExistingCustomer
Update Existing Customer
Select to update an existing customer.
If `true`, will update an existing customer using the `findMethod` and its relevant configuration.
boolean | undefined
website
Website
The website's customer. 1-400 characters
string | undefined
zipcode
Zipcode
Zipcode for the address.
string | undefined