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Customer Details

Use this node to enrich messages with the originator’s customer profile data — for example, adding the customer’s email and title to a notification message, or including the customer’s country in an analytics record. Selected details are added to message data or metadata under prefixed keys (e.g., customer_email).

  • Select details — required. One or more customer fields to retrieve:
DetailAdded keyDescription
IDcustomer_idUnique identifier of the customer
TITLEcustomer_titleCustomer name
COUNTRYcustomer_countryCountry
STATEcustomer_stateState or province
CITYcustomer_cityCity
ZIPcustomer_zipPostal/ZIP code
ADDRESScustomer_addressPrimary street address
ADDRESS2customer_address2Secondary address line
EMAILcustomer_emailContact email
PHONEcustomer_phoneContact phone
ADDITIONAL_INFOcustomer_additionalInfoThe description field from the customer’s additionalInfo
  • Add selected details to — required. Where to place the fetched data:
    • Message — adds to message data payload (must be a valid JSON object).
    • Metadata — adds to message metadata.
  1. Identify the customer associated with the message originator (e.g., the customer a device is assigned to).
  2. Read the configured Select details list.
  3. Asynchronously retrieve each selected field from the customer.
  4. For each fetched detail, prepend customer_ to the detail name to form the output key (e.g., EMAILcustomer_email).
  5. Skip any detail whose value is not set on the customer.
  6. Add key-value pairs to message data or metadata based on configuration.
  7. Route via Success. If an error occurs (e.g., originator not assigned to a customer, or adding to non-JSON message data), route via Failure.
ConnectionCondition
SuccessMessage enriched with customer details.
FailureOriginator not assigned to a customer, or message data is not a JSON object when fetchTo is DATA, or other error.

Example 1 — Add customer title and email to metadata

Section titled “Example 1 — Add customer title and email to metadata”
{ "detailsList": ["TITLE", "EMAIL"], "fetchTo": "METADATA" }

State: originator is assigned to a customer with title Company A, email [email protected].

Outgoing metadata (added):

{ "customer_title": "Company A", "customer_email": "[email protected]" }

Example 2 — Add customer country to message data

Section titled “Example 2 — Add customer country to message data”
{ "detailsList": ["COUNTRY"], "fetchTo": "DATA" }

State: customer’s country is United States.

Outgoing data (merged): { "customer_country": "USA" }

{
"$schema": "https://json-schema.org/draft/2020-12/schema",
"title": "TbGetCustomerDetailsNodeConfiguration",
"type": "object",
"required": ["detailsList", "fetchTo"],
"additionalProperties": false,
"properties": {
"detailsList": {
"type": "array",
"items": {
"type": "string",
"enum": ["ID", "TITLE", "COUNTRY", "STATE", "CITY", "ZIP", "ADDRESS", "ADDRESS2", "EMAIL", "PHONE", "ADDITIONAL_INFO"]
}
},
"fetchTo": { "type": "string", "enum": ["DATA", "METADATA"] }
}
}