Actions5
- CRM Client Actions
CRM Client → Update
AI-generatedSummary
Update an existing CRM client by specifying the client ID and optionally modifying fields such as email, phone, company, site, status, source, notes, and metadata.
Inputs
- Client ID (required) — The unique identifier of the CRM client to update.
- Email — The client's email address.
- Phone — The client's phone number.
- Company — The company associated with the client.
- Site — The site associated with the client.
- Status — The client's status value, specified in the request body.
- Source — The source information for the client.
- Notes — Additional notes about the client.
- Metadata — JSON object containing additional metadata for the client.
Output shape
the updated CRM client record as returned by the API
Requires 'Client ID' as path parameter and all other fields are optional to update corresponding client attributes in the request body. The operation issues a PUT request to /api/admin/crm/:clientId and returns the updated client data.
Examples
Example 1: Update a client email and phone by client ID
Set 'Client ID' to the target client, provide new 'Email' and 'Phone' values; leave other fields blank if not updating.