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CapitalFlow

Interact with the CapitalFlow API

Actions38

Customer → Update

AI-generated

Summary

Update an existing customer record identified by Customer Name or ID by providing required fields Firstname and Lastname along with optional additional customer details.

Inputs

  • Customer Name or ID (required) — Select the customer to update from the list or specify an ID using an expression.
  • Firstname (required) — Customer's first name.
  • Lastname (required) — Customer's last name.
  • Additional Fields — Optional detailed customer information including address, contact, occupation, health, tax, education, bank, and identity card information structured in collections for precise updates.

Output shape

a single updated customer record

Returns the updated customer data. If address fields are provided, the address state is required. The customer role field is only applicable when creating a customer and ignored during update.

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