How to enable Mock CRM on a merchant.
Authvia enables seamless integration with third-party CRM systems to streamline customer management and payment workflows. This allows customer data created within Authvia to be automatically synchronized with supported CRM platforms, enhancing visibility into customer interactions, purchasing behavior, and transaction history. Merchants can use this product to test CRM-related payment workflows and customer creation logic without requiring a live CRM provider account. Simulate API responses and data synchronization to ensure smooth integration, webhook handling, and credential management before going live.
Features
✅ Create Customer A customer created within Authvia platform will be pushed to Mock.
✅ Just In Time A customer will be looked up within Mock when it is not found within the merchants Authvia customer record set.
Resources
Configuration
No configuration is required.
Enabling this Product
Using create-merchant-product API you can add a new product to your merchant record. Below is an example configuration for the payload of that request.
{
"line": "customers",
"product": "crm",
"provider": "mock",
"config": {},
}