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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 CRMCCRM.OMCOM.
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:
|
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. |
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. |
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. |
TABLE OF CONTENTS
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