Update

This guide will show how to edit a person's data within your automation flow using Hablla's visual interface.

The Update Person operation allows you to modify the data of an existing person record in your Hablla database. This action is essential to keep your contacts' information always correct and up to date, reflecting status changes, new contact details, or any other relevant information.

You can use this operation to change specific information, such as the customer status after a purchase, add a new phone number, or update the user responsible for a lead.

How to Configure

1. In Hablla Studio, add the "People" block to your automation flow.

2. In the "Operation" field, select the "Update" option.

3. In the "Person ID" field (personId), enter the unique identifier of the person you want to update. This data is required and can be obtained from previous steps of the flow.

4. Choose how you want to provide the new data: "Using Fields" for the visual interface or "Using JSON" for greater flexibility.

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Parameters (Using Fields)

Below are all the fields available to update a person. You only need to fill in the fields you want to change.

Field	Type	Required?	Description
Person ID	Text	✅ Yes	The unique ID of the person to be updated.
Full name	Text	❌ No	The person's full name.
About	Long Text	❌ No	An open field for notes or a biography about the person.
Profile Photo URL	Text	❌ No	The link to the person's profile image.
Privacy	Options List	❌ No	Defines the contact's legal basis. Options: unknown, granted, interest, pre-existing, legal, protection, public.
Customer Status	Options List	❌ No	Classifies the person in the sales funnel. Options: visitor, lead, marketing_qualified_lead, etc.
Responsible (Owner)	User List	❌ No	Allows associating one or more platform users as responsible for this person.
Phones	Fields Collection	❌ No	Adds one or more phones. Each phone must contain: Type, Phone and Is WhatsApp?.
Emails	Fields Collection	❌ No	Adds one or more email addresses.
Addresses	Fields Collection	❌ No	Adds one or more addresses.
Custom Fields	Key-Value	❌ No	Allows filling in or changing values in custom fields.

Export to Spreadsheets

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Structure (Using JSON)

For advanced users, it is possible to provide the data to be updated in a JSON object. Remember that the personId is passed directly in the operation's configuration field, not in the JSON body.

JSON

{
  "name": "João da Silva Santos",
  "customer_status": "customer",
  "phones": [
    {
      "type": "business",
      "phone": "[phone]",
      "is_whatsapp": true
    }
  ],
  "custom_fields": {
    "ultima_compra": "2024-08-15"
  }
}

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🚀 Example Use Case

Goal: When a deal is moved to the "Won" stage in a pipeline, update the status of the associated person to "Customer" and add a "VIP Customer" tag.

1. Start a flow with the "Card Moved" trigger, configured for the "Won" stage.

2. Use the "Get Card by ID" operation to get the deal details, including the ID of the associated person (card.person.id).

3. Add the "People" block and select the "Update" operation.

4. In the "Person ID" field, enter the variable from the previous step: {{steps.1.result.person.id}}.

5. In the "Customer Status" field, select the value customer.

6. Add a next step with the "People" block, operation "Add Tags", and add the "VIP Customer" tag to the same person.

This way, your sales process is fully synchronized with your contacts' data, ensuring they correctly reflect the customer's journey.