Customers API

Retrieve and manage people in your workspace.

Note that "customer" is a legacy term for an audience member, now referred to more generically as "people" or "persons" in the current platform and documentation.

Get customer

URL

GET https://v3-api.proto.cx/api/platform/v1/customers/{subcompany_id}/customer/{provided_unique_id}/get-customer

Returns

A JSON dictionary of all customer information other than their associated custom field values. 

Parameters	Data Type	Required	Description
subcompany_id	string		subcompany_id from Proto
provided_unique_id	string		user's provided_unique_id
authorization

Insert customer

URL

PUT https://v3-api.proto.cx/api/platform/v1/customers/{subcompany_id}/create-customer/{provided_unique_id}

Body

{
  "external_customer_id": "string" (optional),
  "name": "string" (optional),
  "location": "string" (optional),
  "email": "string" (optional),
  "phone_number": "string" (optional),
  "avatar": "string" (optional)
}

Returns

A JSON dictionary of the created customer.

Add tags

PUT https://v3-api.proto.cx/api/platform/v1/customers/{subcompany_id}/customer/{provided_unique_id}/add-tags

Use create_if_not_exists to also create any tags that do not exist before applying it to the customer.

Add custom fields

PUT https://v3-api.proto.cx/api/platform/v1/customers/{subcompany_id}/customer/{provided_unique_id}/add-custom-fields

One of id or name must be provided for each custom field element in the request body. The id of a custom field can be retrieved from listing or creating a new custom field.

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