Actions25
- Customer Actions
- Document Actions
- Document Line Actions
- Email Actions
- Family Actions
- Item Actions
Customer → Create or Update
AI-generatedOverview
This node operation allows users to create a new customer or update an existing customer's information in the Goldylocks ERP system. It is useful for managing customer data such as address, email, phone number, name, postal code, and tax ID. For example, a business can use this operation to add new customers to their database or update details of existing customers automatically from other systems or workflows.
Use Case Examples
- Create a new customer by leaving the 'Update Customer ID' field empty and providing customer details like name, email, and address.
- Update an existing customer by specifying their customer ID and the fields to update, such as changing their phone number or postal code.
Properties
| Name | Meaning |
|---|---|
| Update Customer ID (P) | The ID of the customer to update. Leave empty to create a new one. |
| Fields | Collection of customer fields to set or update, including address, email, mobile phone, name, postal code, and tax ID. |
Output
JSON
jsonsuccess- Indicates if the create or update operation was successfulresponse- Response data from the Goldylocks API after creating or updating the customer
Dependencies
- Goldylocks ERP API
- An API key credential for authentication
Troubleshooting
- Common issues include providing an invalid or non-existent customer ID when attempting to update, which may result in errors or failure to update.
- Ensure that the API key credential is correctly configured and has the necessary permissions to create or update customers.
- Errors related to missing required fields or invalid data formats may occur; verify that all required customer fields are correctly filled.