business

Update customers (v4)

Save a member's edits to one customer as its next version; expectedVersion is the version you read (STALE_WRITE if it moved). Fields use the customer model's keys, as business_customers_get_v4's editable fields: a category takes an option id from there or null (else INVALID_INPUT); an open category (occupation, audience, channel, market, buyer role, job, trigger type) may be words in newValues (that option, else a new one for the profile). Age, household income and company size take { value, band }; a changed value sets its band unless the edit does. A changed business employer clears company size and annual revenue unless set. The audience after the edit decides the buyer type: a value it lacks (a consumer's company size, an organization buyer's household) is INVALID_INPUT (CUSTOMER_VERSION_ATTRIBUTE_NOT_APPLICABLE, naming field and buyerType), and a buyer-type change clears such values. A place is geocoded with Mapbox (kept as written if not found). A CRM-connected customer's edited fields are pinned against CRM updates. The customer reruns once on the new version in each live campaign, at once or, while a conversation of theirs runs there, once the campaign can take it (an edit before then joins it, rerun.joinedRequestIds; one after reruns again), as the campaign's run for its current period: its scheduled run, not yet admitted, waits and does not run again; work admitted earlier keeps its version. Paused or held campaigns, one-time studies, Bursts, Pulse, Point11's own campaigns and products Billing would not rerun are skipped (rerun.skipped, Billing's sentence in message); the edit saves regardless.

post/api/v1/business/customers/update-v4

Request

  • Base URL: https://point11.ai
  • URL: https://point11.ai/api/v1/business/customers/update-v4
  • Auth: OAuth 2 (authorization code, authorization URL https://auth.point11.ai/oauth2/authorize, token URL https://auth.point11.ai/oauth2/token)

Headers

Point11-Organizationstring uuid

Organization to act in. Required for OAuth bearers; an API key acts in the organization that owns it.

Idempotency-Keystring uuid required

UUID naming this intent. Retry with the same key; reuse for other input is 409.

Request body

idstring uuid required

The customer's id

expectedVersioninteger required

The customer version you read (currentVersion.version)

Response

Success.

idstring uuid required
customerVersionIdstring uuid required
versioninteger required
pinnedFieldsstring[] required
derivedFieldsstring[] required

Fields set by rule rather than by the edit: a band computed from its changed value, a business customer's company size and annual revenue cleared with a changed employer (its situation stays), and each attribute the customer's new buyer type does not have cleared with a changed audience

Changes

No recorded changes to this operation across all 1 revision of this API.