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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 most important APIs which
can be performed for a contact using in-app devices. It’s merely an indication of the possibilities offered by CRM.COM’s self-service web API collection. Contactsare available to perform actions for contacts in a front-end.
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.
Identity Management
CRM
Self-service API
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. | Contact WiFi Authorization | Authorize a contact over to a WiFi platform for usage allowance consumptionThe authenticated contact will have access only to their own data. |
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. Anchor | | add-credentials-to-contact | add-credentials-to-contact
Add Authorisation Credentials to Existing Contact | Create a set of credentials for a contact which 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 prior to 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 nearest first.
Search Products
Retrieves a list of products that can be purchased by contacts through an order. Modifier and Variant products are excluded.
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. |
Create Service Request | Create a service request for a |
contact. |
eWallets & Promotions
Self-service API | Purpose |
Create Wallet | Sets up a contact’s CRM.COM Wallet by either creating a new one or linking the wallet they already have to the business. |
Request Wallet One-Time Password | Sends an OTP (6-digits) to a contact in order to link their CRM.COM Wallet to the business to which they just registered. |
Create Intent | Create a |
payment intent for a specific |
Add Card
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
Purpose
Contact Reward Schemes Actions | Sign-up a contact to a reward scheme, or sign |
out a contact from a reward scheme. |
Subscriptions & Commerce
Self-service API | Purpose |
|---|---|
Order Fulfilment | Preview an Order’s fulfilment information, i.e. whether an Order can be fulfilled and by which Organisation. |
Order Preview | Preview an order’s information before placing the order, including fulfilment, location details and invoice estimations. |
Submit Order | Place an order for a contact based on an order’s estimation. |
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:
|
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). |
List Contact Subscriptions | Returns a list of Subscriptions of the contact |
List Contact Services | Returns a complete list of services that the contact is subscribed to (across all of their subscriptions). |
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. | |
Billing | Preview a contact’s upcoming billing. |
TABLE OF CONTENTS
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