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).
Configuration
Section titled “Configuration”- Select details — required. One or more customer fields to retrieve:
| Detail | Added key | Description |
|---|---|---|
ID |
customer_id |
Unique identifier of the customer |
TITLE |
customer_title |
Customer name |
COUNTRY |
customer_country |
Country |
STATE |
customer_state |
State or province |
CITY |
customer_city |
City |
ZIP |
customer_zip |
Postal/ZIP code |
ADDRESS |
customer_address |
Primary street address |
ADDRESS2 |
customer_address2 |
Secondary address line |
EMAIL |
customer_email |
Contact email |
PHONE |
customer_phone |
Contact phone |
ADDITIONAL_INFO |
customer_additionalInfo |
The 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.
Message processing algorithm
Section titled “Message processing algorithm”- Identify the customer associated with the message originator (e.g., the customer a device is assigned to).
- Read the configured Select details list.
- Asynchronously retrieve each selected field from the customer.
- For each fetched detail, prepend
customer_to the detail name to form the output key (e.g.,EMAIL→customer_email). - Skip any detail whose value is not set on the customer.
- Add key-value pairs to message data or metadata based on configuration.
- Route via
Success. If an error occurs (e.g., originator not assigned to a customer, or adding to non-JSON message data), route viaFailure.
Output connections
Section titled “Output connections”| Connection | Condition |
|---|---|
Success |
Message enriched with customer details. |
Failure |
Originator not assigned to a customer, or message data is not a JSON object when fetchTo is DATA, or other error. |
Examples
Section titled “Examples”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 contact@companya.com.
Outgoing metadata (added):
{ "customer_title": "Company A", "customer_email": "contact@companya.com" }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 stored as USA.
Outgoing data (merged): { "customer_country": "USA" }
JSON schema
Section titled “JSON schema”{ "$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"] } }}Was this helpful?
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