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CRM.COM’s self-service API collection offers a vast range of consumer operations which are performed within a secure environment whilst offering you the flexibility to design your own apps or portals according to your needs.

This is not a complete list of our self-service APIs, but rather a sample of the APIs which are available to perform actions for contacts using in-app devices.

Refer to the self-service APIs documentation for a complete set of self-service APIs, and you may also find our Integrators Hub useful for integrating with CRM.COM.

First and foremost, a contact authentication process must be performed before using any self-service APIs. As a result, an access token is to be provided and must be used in subsequent API calls.

Contacts

Self-service API	Purpose
Register Contact	Create a new contact of type ‘person’. A contact is created as part of the contact registration process via an app or portal. Contacts can register and authenticate their registration using one of the following methods, subject to configuration: email & password email & OTP phone & OTP Facebook
Contact Authentication	Authenticate a contact using one of the available methods, and get a token to be used for subsequent API requests. The authenticated contact will have access only to their own data.
Contact WiFi Authorisation	Authorise a contact over to a WiFi platform for usage allowance consumption.
Verify Contact Email	Verify a contact’s email address after an email verification communication (email communication with a verification link) has been sent to the contact.
Add Authorisation Credentials to Existing Contact	Create a set of credentials for a contact who exists on CRM.COM but has never used the app or portal before.
Request One-Time Password	Request a one-time password to identify a contact based on the provided details (credentials). An outbound communication (SMS or Email) will be sent with a 6-digit number that can be used to verify the contact.
Sign Up/Out Organisation	Sign-up or sign out a contact from an existing organisation. Used in cases where a Service Owner owns a contact registry.
Request Contact Token	Request to create a contact token to spend. The API will generate an OTP for the requested amount.
Reclaim Purchase to Contact	Reclaim a purchase customer event for a contact by scanning a QR code or a bar code.
List Community People	Lists all people that a contact's community has. The Web API returns only community people who accepted the invitation to join the community.
Add Community Person	Add a new person to a contact's community. The new community person can either be an existing contact or even a contact who is not yet registered. In both cases only Contacts of type Person can be included in the community. In addition, the contact that adds new community people must have the appropriate permissions to do so.

Commerce

Self-service API	Purpose
Submit Order	Place an order for a contact based on an order’s estimation.
Order Preview	Preview the order information before placing the order, including fulfilment location details and invoice estimations.
Business Locations	Get a list of business locations for a specific service owner
Locations	Get a list of organisations (merchants, venues) ordered by the nearest first.
Search Products	Retrieves a list of products that contacts can purchase through an order. Modifier and Variant products are excluded.
Order Recommendations	Provide product recommendations to contacts/organisations on additional products that can be included in their Order based on the ordered items' cross/up-sell products.
Product Recommendation	Provides targeted product recommendations to a specific contact. Recommendations are grouped in various categories: Top selling products of the business Where the contact can spend their Business Commerce Money One category for each Reward Offer and Promotions that that the contact is eligible to get an Offer (contact is included in the offer’s Segment conditions). In this case, each category is the offer’s name.
Service Recommendation	Recommends a number of services to which a contact or organisation (who might already be a subscriber or not) can subscribed to. The Web API returns the services as well as their prices for different flows where a contact/organisation is willing to: Subscribe to their first service or Subscribe to more services or Change an existing service (change its price terms or components or change into another service).

CRM

Self-service API	Purpose
Create Service Request	Create a service request for a specific contact.

Financials

Self-service API	Purpose
Create Intent	Create a payment intent for a specific contact
Add Payment Method	Add a new payment method for a contact. Card, Account Debit and Wallet payment methods are supported based on supported payment gateway integrations configured in Applications confation.
List Account Journals	Retrieve a list of account journals. Only journals of Posted transactions are returned. By default, accounts journals of the last 12 months are retrieved.
Redeem Pass	Redeem a single pass for a contact.
Create Top-up	Create a top-up for a contact’s account or wallet.
Transfer Money	Transfers an amount of money from one of the contact’s accounts or wallets to another account or wallet or the same contact or another contact.
List Wallet (Journal) Transactions	Get all wallet journal transactions for a specific wallet with amount information, as well as reasoning on how they originated.

Rewards

Self-service API	Purpose
Contact Reward Schemes Actions	Sign-up a contact to a reward scheme, or sign out a contact from a reward scheme.

Subscriptions

Self-service API	Purpose
Add Service	Subscribes the contact to one or more new subscription services.
Update Service	Update a single subscription service by changing the service’s terms or its life cycle state.
Authorise Usage Consumption	Returns an estimation on whether the contact is allowed to consume a usage allowance, and if so, returns the remaining allowance.
Service Delivery	Returns an estimation of a change for a subscription service without applying the change. The estimation is based on existing services owned by the contact, plus any requested changes.

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