Actions25
- Customer Actions
- Document Actions
- Document Line Actions
- Email Actions
- Family Actions
- Item Actions
Document → Update Customer
AI-generatedOverview
This node operation updates the customer information associated with a specific document in the Goldylocks ERP system. It is useful when you need to modify or create customer details linked to a document, such as an invoice or order, directly from an automation workflow. For example, you can update the customer's address, contact details, tax information, and optionally adapt the document lines to the updated customer data.
Use Case Examples
- Updating customer details on an invoice after receiving new customer information.
- Creating a new customer and linking it to a sales document automatically.
Properties
| Name | Meaning |
|---|---|
| Document ID | The ID of the document for which to update customer information. |
| Customer Data | Collection of customer fields to update or create, including address, contact info, tax ID, and other relevant customer details. |
| Options | Additional options for the update operation. |
Output
JSON
success- Indicates if the update operation was successful.response- The response from the Goldylocks API after updating the customer information.
Dependencies
- Goldylocks ERP API with API key authentication
Troubleshooting
- Ensure the Document ID is valid and exists in the Goldylocks system to avoid errors.
- Verify that the API key credential is correctly configured and has sufficient permissions.
- If 'Update Lines' option is enabled, ensure the document lines are compatible with the new customer data to prevent update failures.