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CRM and Digital API notes

For the REST API — the path grammar, access endpoints, authentication, paging, response envelopes and error codes — see the developer integration path. There is one API for the whole platform; there is no separate Digital CRM API.

Integrate an external system →

The endpoint families this module’s applets call

Every mapping is under the tenant prefix core2/tnt/dm/ (Core2Config.TENANT_DOMAIN_URL_PREFIX) and takes the platform’s ordinary headers. The families, with the constant that names each in Core2Config.java:

FamilyPrefixWhat it servesNotes
Contact centrecore2/tnt/dm/alg/cc/… (ALG_CC_MODULE)Tasks (…/tasks), conversations (…/conversations), sessions, e-mail threads, rules and actions, agents, teams, queues, virtual contacts and endpoints — 79 controllersConversation, message and session bodies are read from and written to the tenant’s MongoDB store; tasks, queues and configuration are PostgreSQL. Live updates reach the desk over a WebSocket, not by polling these endpoints
Sales forcecore2/tnt/dm/sfa/… (SFA_MODULE)Contacts (…/sfa-contact-hdr), address books, organisations, leads, deals (…/deals) with their activities, comments, work logs, calendar events and links, projects and their source / stage / type / rating / qualification links, sales groups — 42 controllersThe sales-group endpoints are shared with the Commission Scheme applet
Engagement registercore2/tnt/dm/erp/aat/engagements/… (ERP_MODULE_PREFIX + AUDIT_ASSURANCE_TAX_PREFIX + ENGAGEMENT_PREFIX)Engagement headers, fiscal year ends, categoriesEach has /backoffice-ep and /etl-ep variants; the ETL variants are how engagements are bulk-loaded
Calendars and eventscore2/tnt/dm/cms/… (CMS_MODULE_PREFIX)Calendars, calendar members, events (…/calendar-events), event links, participants, company links, post links, the notification queueThe notification-queue controller exists; no job processor consumes the queue
Event expensescore2/tnt/dm/erp/aat/claims/reports/event-expenses-reports/…single-event/backoffice-ep/{calendar_event_hdr_guid}, multiple-events/backoffice-ep, each with a /statistics sibling — all POSTServed by ClaimReportController; gated by TNT_AAT_CLAIM_REPORT_*
Credit-status sweepcore2/tnt/dm/erp/entities/blacklist-overdue-customers/backoffice-ep (POST)Runs EntityService.blacklistOverdueCustomers on demand — the same code ENTITY_BLACKLIST_CUSTOMER_PROCESSOR runs as a batchCore, not CRM; listed because it is the only credit-control entry point and readers look for it here

The endpoint suffixes above are the values in the controllers’ @RequestMapping and @PostMapping annotations at the commit read; the developer integration path explains the backoffice-ep / etl-ep / customer-ep suffix convention and how to authenticate.

What there is no endpoint for

No document type exists for a conversation, task, lead, deal, engagement, calendar or event, so there is no generic-document endpoint for any of them, no FINAL, and no posting to query. Nothing under these families computes analytics, sentiment, churn or SLA figures; the dashboard and report endpoints return counts and listings.

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