Deliverect Endpoints

Glossary

CRM Workflow

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sequenceDiagram
    actor Customer
    participant Platform as Ordering Platform
    participant CRM as Deliverect CRM API

    Note over Customer,CRM: Identify customer at checkout

    %% Lookup / Create
    Customer->>Platform: Provide email at checkout
    Platform->>CRM: POST /crm/account/{accountId} (Lookup Customer by Email)<br/>body: { email }
    alt Customer exists
        CRM-->>Platform: 200 { externalId, loyaltyProviderId, deliveryAddresses, ... }
    else Not found
        Platform->>CRM: POST /crm/account/{accountId} (Create Customer)<br/>path: accountId, body: { contact, ... }
        CRM-->>Platform: 200 { externalId, loyaltyProviderId, ... }
        Note right of CRM: Must create<br> a customer<br/>before setting favorites
    end

    %% Read profile
    Platform->>CRM: GET Customer Profile (by profile ID)
    CRM-->>Platform: 200 customer profile

    %% Updates
    Note over Platform,CRM: Maintain customer data
    Platform->>CRM: PATCH Update Customer Profile (partial update)
    CRM-->>Platform: 200 updated profile
    Platform->>CRM: PATCH Update Customer Delivery Addresses (full update)
    CRM-->>Platform: 200 updated addresses
    Platform->>CRM: PATCH Update Customer Vehicles (full update)
    CRM-->>Platform: 200 updated vehicles
    Platform->>CRM: PATCH Update Customer Favorites (full update)
    CRM-->>Platform: 200 updated favorites

    %% Read history & favorites
    Note over Customer,CRM: Customer views history & favorites
    Customer->>Platform: Open account / order history
    Platform->>CRM: GET Customer Order History
    CRM-->>Platform: 200 full order history
    Platform->>CRM: GET CRM Order by Id
    CRM-->>Platform: 200 specific order
    Platform->>CRM: GET Customer Favorite Orders
    CRM-->>Platform: 200 favorite orders
    Platform-->>Customer: Display profile, history & favorites