Action
Update Verified Contact
Download .mdUpdates fields on a customer's contact record, such as the email address, phone number, or postal address.
Identity
| Field | Value |
|---|---|
| Master label | Update Verified Contact |
| Local developer name | UpdateVerifiedContact |
| Source template | SvcCopilotTmpl__UpdateVerifiedContact |
| Invocation target | SvcCopilotTmpl__UpdateVrfyCtct |
| Invocation target type | flow |
| Confirmation required | true |
| Show in progress indicator | true |
Purpose
Updates fields on a customer's contact record, such as the email address, phone number, or postal address.
Used by
- AccountManagement —
UpdateVerifiedContact_179KY0000000OtV
Prerequisites
- Customer must be verified through Service Customer Verification.
verifiedContactIDis planner-piped from the verified session. - Explicit user confirmation required.
- Inputs are differential: only the fields the user wants to change should be populated; the rest are left empty (the flow treats empty as "no change").
Inputs
| Name | Type | Required | User input | PII | Description |
|---|---|---|---|---|---|
verifiedContactID | text | Yes | No (planner-piped) | No | Contact record ID to update. |
newCity | text | No | Yes | No | New city. Empty if not changing. |
newEmailAddress | text | No | Yes | Yes | New email address. Empty if not changing. |
newPhoneNumber | text | No | Yes | Yes | New phone number. Empty if not changing. |
newPostalCode | text | No | Yes | No | New postal code. Empty if not changing. |
newState | text | No | Yes | No | New state. Empty if not changing. |
newStreetAddress | text | No | Yes | No | New street address. Empty if not changing. |
Outputs
| Name | Type | Displayable | Used by planner | Description |
|---|---|---|---|---|
contactRecord | recordInfo (Contact) | Yes | Yes | The updated contact record. |
Dependencies
- Flow
SvcCopilotTmpl__UpdateVrfyCtctinstalled. - Field-level edit permissions on
Contactfor the agent bot user across the 6 mutable fields above.
