Actions32
- Quote Actions
- Quote Customer Actions
- Quote Item Actions
- Quote Tab Actions
- Quote Term Actions
- Recurring Revenue Actions
- Tax Code Actions
- Template Actions
- User Actions
Quote Customer → Update
AI-generatedSummary
Updates selected fields on a customer record attached to a ConnectWise CPQ quote. It sends the changes to the quote customer endpoint and returns the updated customer record.
Inputs
- Quote ID (required) — ID of the quote containing the customer.
- Customer ID (required) — ID of the quote customer to update.
- Fields to Update (required) — Add one or more field/value pairs. Available fields cover account details, address, contact information, customer source and identifiers, price level, relationship date, and title. Enter relationship dates in ISO format (YYYY-MM-DD).
Output shape
A single updated quote customer record.
Each selected field's value is entered as a string, including the relationship date.