update-contact

What problem does it solve?

Manually updating contact records in the Carta CRM is slow and risky, as full record replacements can accidentally erase important existing data like tags, notes, or work history. This Skill eliminates that risk by enabling partial updates that only modify the fields you explicitly specify.

Core Features & Use Cases

• Partial Update Logic: Only the fields you provide are changed; all other contact data remains untouched, preventing accidental data loss.
• Flexible Contact Resolution: Accepts either a direct contact ID or a contact name, with automatic search and disambiguation for multiple matching results.
• Custom Field Support: Fetches custom contact field schemas on demand so you can update specialized data points without guessing field IDs.
• Use Case: After a networking event, you can quickly update a contact's job title, add a "warm lead" tag, and log a note about your conversation without navigating the Carta CRM UI or risking overwriting their existing contact information.

Quick Start

Tell the AI the contact's name or ID and the specific details you want to change to update their Carta CRM record immediately.