Introduction

Contacts place orders through a user-friendly front-end application, such as a mobile app or web portal. Once the orders are received in CRM.COM, they are forwarded to Gladius POS. This allows users at various merchants and venues to accept, process, and fulfill the order for the contacts.

CRM.COM uses an Orders Provisioning plugin to route orders from CRM.COM’s ordering system to Gladius POS.

This article outlines step-by-step instructions for integrating CRM.COM with Gladius POS including:

• Creating an AWS account for the CRM.COM team to install the CRM.COM Orders Provisioning plugin.

• Setting up an Automation to forward Orders to the Gladius POS.

Instructions

AWS Setup

Sign up for AWS

To begin, create an AWS account and obtain the necessary credentials for your business if you haven't already done so. Your AWS account should include the following products:

• Amazon API Gateway

• AWS Lambda

AWS Account Setup

• Provide CRM.COM access to your AWS account in order to deploy the plug-in.

• Provide CRM.COM with a mobile phone number, email address, or both to receive notifications in case of issues during the provisioning process, such as orders failing to reach Gladius POS.

• CRM.COM will deploy the plug-in on AWS and provide you with a URL and an API Key for the plug-in.

CRM.COM Setup

Enable the Gladius POS Integration in CRM.COM

To enable CRM.COM’s integration with the Gladius POS you’ll need to set up an Automation:

1. Sign in to CRM.COM.

2. Navigate to Platform > Automations using the left-hand sidebar menu.

3. Select + Create Automation to create a new Automation.

4. Select the Create your own option to set up the Automation from scratch.

Open

5. Include the following information for your Automation

   1. A Name

   2. From Select Event, select or type and select New Order, then click on Continue.

   3. Click on +Action, then scroll down and select the CRM.COM Webhooks adaptor, then the POST Webhook action, then click Continue.

   4. You will be prompted to specify the Webhook details:

      1. Provide a descriptive Name.

      2. Next, you will need to set the authentication details provided by CRM.COM.

         1. Select the API Key option and enter the API Key.

         2. Now, set the URL Endpoint in the respective space.

      3. Set both the Auto Retry and Retry Delay fields to have a value of 3.

6. Make sure you enable the Automation using the Enable Automation Rule? toggle at the top of the screen (below Name).

7. Finally, click the Save button in the top right corner of the screen.

8. You're all set!  

Open

Business Flows

Once the integration between CRM.COM and Gladius POS is enabled, you can start running your business flows.

1. Contacts register with CRM.COM. Upon registration, every contact obtains a CRM.COM Wallet that will be used to identify them at various point-of-sales.

2. Contacts place orders using a front-end application (mobile app or web portal). Therefore, orders are initially submitted directly to CRM.COM.

3. Once an order is submitted, CRM.COM integrates with Gladius POS and forwards the order. Note the order is marked as completed in CRM.COM subject to the fulfillment policy.

4. Users at a merchant or venue receive the Order in their Gladius POS and initiate its processing.

5. The order is completed at Gladius POS by a user.

6. In the rare case of an order failing to be directed to Gladius POS, CRM.COM sends an automated communication to a user responsible for managing the business.