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Billing account custom field

Automate user data validation against Zuora Billing custom fields to create dynamic rules and enhance personalization.

Use this decision node to automate the validation of user data against Zuora custom fields from Zuora Billing, enabling dynamic and personalized rule creation. Before configuring the node ensure that:
  • The custom field name set in Zuora Billing is accurately configured in this node.
  • The custom fields are synchronized from Zuora Billing so they appear in Zephr, using the "/zephr/subscriber/access/sync" endpoint.
The fields available for configuration in the node are:
  • Name - Enter the exact API Name of the field in Zuora Billing that needs to be validated, such as preferredName__c. The API Names in Billing are immutable, must end with the __c suffix, and are configurable within Billing.
  • Type - Select the field type. The available options are number, dates, boolean, and text.
  • Condition - Select one of the following conditions:
    • Equals
    • Starts With
    • Ends With
    • Matches
    • Contains

      The condition changes according to the selected type.

  • Value - Specify the value that corresponds to the selected condition. For example, if Equals is selected as the condition, enter the value the field must match. For instance, if the preferred name is set to John in Zuora Billing, select Equals as the condition and enter John as the value.

This setup allows decisions to be made using custom fields like Preferred Name from Zuora Billing. The Mustache templates in custom components allow you to display fields like Preferred Name on your websites, enhancing personalization and functionality. See Create a Custom Component.