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FindCustomer Function - Question On use

Use Case:

Im currently building a Clarizen API REST client for Javascript, so we can create "Contact Us" forms for our customers. The API will log a REQUEST and the Request is assigned to someone to action. This all works.

Now before I move on, I know there are API's out for querying your DB, and If i had time I would encapsulate these within my client, but all my client is doing (currently) is to POST (and GETs for various specfific actions like Picklist values).

Part of the form is for the Customer to pass their Company Name, Address and Email. Now the plan is to create a workflow within Clarizen that takes the Companyy Name, Address and Email (we are storing them as API-only custom fields against the REQUEST) and creates:

a) Customer and Customer Contact

b) Links them to the Case.

I saw there is a FindCustomer function and it has the following description:

 

Returns the customer object, where the "customer" parameter can either be the customer name, an email address of a customer contact or the customer domain name.

 

When you say "domain name" do you mean the Website URL saved against the Customer record?

Gareth Bradley Answered

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Hi Gareth,

 

The meaning is domain of the contacts' email addresses.

 

Regards,

Tamir

Tamir Avital 1 vote
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I got that to work.

 

Quick question - I can find duplicate customers using FindCustomer, Is there a way of finding if the CONTACT already exists against the customer?

Gareth Bradley 0 votes
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Hi Gareth,

 

I think that if you'll put a validation or a workflow rule in the context of a Contact Person and use FindCustomer, you can't prevent duplication/get notified on existing contacts.

Is that make sense?

 

Regards,

Tamir

Tamir Avital 0 votes
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