Connectors Reference

CDK Drive Customer

The API will allow you to find, retrieve, and filter service customers in CDK Drive. Within CDK Drive, a customer is an individual who has been sold a vehicle, is a prospect on a vehicle, has bought parts, or has had their vehicle repaired or serviced through the dealership and exists in a CRM system. In addition, this connector will allow you to create a basic customer record. This helps service advisers provide a positive experience by allowing those workflows to be tied to a customer.

 

Status: Preview

Tier: Premium

Version: 1.0

 

Actions:

Name

Summary

queryCustomers ([Optional]string name, [Optional]string email, [Optional]string phone, string subscription_id, string client_id, string client_secret, [Optional]string Request-Id)

Query customers

createCustomer (string client_id, string client_secret, string subscription_id, [Optional]string Request-Id, [Optional]CreateCustomer createCustomer)

Create a customer

queryCustomerById (string customerId, string subscription_id, string client_id, string client_secret, [Optional]string Request-Id)

Query a customer

updateCustomer (string customerId, string subscription_id, string client_id, string client_secret, [Optional]string Request-Id, string If-Match, [Optional]CreateCustomer createCustomer)

Update a customer

 

Triggers:

Name

Summary

 

Objects:

Name

Summary

ContactMethods

 

CreateCustomer

 

CreateUpdateName

 

Customer

 

CustomerCollection

 

CustomerLinks

 

LinkDescriptionObject

 

Name

 

PostalAddress

 

 

Actions:

queryCustomers

Summary: Query customers

Description: Query customers

 

Syntax:

CDKDriveCustomer.queryCustomers ([Optional]string name, [Optional]string email, [Optional]string phone, string subscription_id, string client_id, string client_secret, [Optional]string Request-Id)

 

Parameters:

Name

Type

Summary

Required

Related Action

name

string

(Name)

Filters customers by name

False

email

string

(Email)

Filters customers by email address

False

phone

string

(Phone)

Filters customers by phone number

False

subscription_id

string

(Subscription Id)

A correlation ID that should be returned back to the caller to indicate the return of the given request.

True

client_id

string

(Client Id)

A client ID that should be unique to developer/solution provider building the solution.

True

client_secret

string

(Client Secret)

A client secret that should be unique to developer/solution provider building the solution.

True

Request-Id

string

(Request Id)

Format - guid. A correlation ID that should be returned back to the caller to indicate the return of the given request

False

 

Returns:

          Type:CustomerCollection

 

createCustomer

Summary: Create a customer

Description: Create a customer

 

Syntax:

CDKDriveCustomer.createCustomer (string client_id, string client_secret, string subscription_id, [Optional]string Request-Id, [Optional]CreateCustomer createCustomer)

 

Parameters:

Name

Type

Summary

Required

Related Action

client_id

string

(Client Id)

A client ID that should be unique to developer/solution provider building the solution.

True

client_secret

string

(Client Secret)

A client secret that should be unique to developer/solution provider building the solution.

True

subscription_id

string

(Subscription Id)

A correlation ID that should be returned back to the caller to indicate the return of the given request.

True

Request-Id

string

(Request Id)

Format - guid. A correlation ID that should be returned back to the caller to indicate the return of the given request

False

createCustomer

CreateCustomer

 

 

False

 

Returns:

          Type:Customer

 

queryCustomerById

Summary: Query a customer

Description: Query a customer

 

Syntax:

CDKDriveCustomer.queryCustomerById (string customerId, string subscription_id, string client_id, string client_secret, [Optional]string Request-Id)

 

Parameters:

Name

Type

Summary

Required

Related Action

customerId

string

(Customer Id)

The customer identifier

True

subscription_id

string

(Subscription Id)

A correlation ID that should be returned back to the caller to indicate the return of the given request.

True

client_id

string

(Client Id)

A client ID that should be unique to developer/solution provider building the solution.

True

client_secret

string

(Client Secret)

A client secret that should be unique to developer/solution provider building the solution.

True

Request-Id

string

(Request Id)

Format - guid. A correlation ID that should be returned back to the caller to indicate the return of the given request

False

 

Returns:

          Type:Customer

 

updateCustomer

Summary: Update a customer

Description: Update a customer

 

Syntax:

CDKDriveCustomer.updateCustomer (string customerId, string subscription_id, string client_id, string client_secret, [Optional]string Request-Id, string If-Match, [Optional]CreateCustomer createCustomer)

 

Parameters:

Name

Type

Summary

Required

Related Action

customerId

string

(Customer Id)

The customer identifier

True

subscription_id

string

(Subscription Id)

A correlation ID that should be returned back to the caller to indicate the return of the given request.

True

client_id

string

(Client Id)

A client ID that should be unique to developer/solution provider building the solution.

True

client_secret

string

(Client Secret)

A client secret that should be unique to developer/solution provider building the solution.

True

Request-Id

string

(Request Id)

Format - guid. A correlation ID that should be returned back to the caller to indicate the return of the given request

False

If-Match

string

(eTag)

Makes the resource update request conditional.  The checksum value  presented with If-Match must match the current ETag value of the  resource.

True

createCustomer

CreateCustomer

 

 

False

 

Returns:

          Type:Customer

 


 

ContactMethods

Summary:

Description:

 

          Properties:

Name

Type

Summary

primaryPhone

string

 

The primary phone number of the customer

homePhone

string

 

The home phone number of the customer

mobilePhone

string

 

The mobile phone number of the customer

pager

string

 

The pager number of the customer

pagerAccessCode

string

 

The pager access code of the customer

homeFax

string

 

The home fax number of the customer

workFax

string

 

The work fax number of the customer

email1

string

 

Email address 1 of the customer. You can enter NA for Non-Applicable or CD for Customer Declined if no other email address is present

emailDesc1

string

 

Email address 1 description. Will contain NA or CD if entered on email1.  Values: [HOME, WORK, OTHER]

email2

string

 

Email address 2 of the customer

emailDesc2

string

 

Email address 2 description  Values: [HOME, WORK, OTHER]

email3

string

 

Email address 3 of the customer

emailDesc3

string

 

Email address 3 description  Values: [HOME, WORK, OTHER]

email4

string

 

Email address 4 of the customer

emailDesc4

string

 

Email address 4 description  Values: [HOME, WORK, OTHER]

email5

string

 

Email address 5 of the customer

emailDesc5

string

 

Email address 5 description  Values: [HOME, WORK, OTHER]

email6

string

 

Email address 6 of the customer

emailDesc6

string

 

Email address 6 description  Values: [HOME, WORK, OTHER]

preferredMethod

string

 

The preferred method of contact for the customer  Values: [PRIMARYPHONE, PAGER, HOMEFAX, WORKFAX, PRIMARYEMAIL]

blockPhoneFlag

boolean

 

Indicates whether or not to phone telephone advertising

blockEmailFlag

boolean

 

Indicates whether or not to block e-mail advertising

blockMailFlag

boolean

 

Indicates whether or not to block mail advertising


 

CreateCustomer

Summary:

Description:

 

          Properties:

Name

Type

Summary

name

CreateUpdateName

 

 

contactMethods

ContactMethods

 

 

postalAddress

PostalAddress

 

 


 

CreateUpdateName

Summary:

Description:

 

          Properties:

Name

Type

Summary

first

string

 

The first name of the customer

middle

string

 

The middle name of the customer

last

string

 

The last name of the customer

prefix

string

 

The prefix of the customer

suffix

string

 

The suffix of the customer


 

Customer

Summary:

Description:

 

          Properties:

Name

Type

Summary

customerId

string

 

The identifier of the customer record

name

Name

 

 

contactMethods

ContactMethods

 

 

postalAddress

PostalAddress

 

 

preferredContact

string

 

The preferred contact method  Values: [ANY, WORKFAX, PRIMARYEMAIL, HOMEFAX, MAIL, PAGER, PRIMARYPHONE, DONOTCONTACT]

links

CustomerLinks

 

 


 

CustomerCollection

Summary:

Description:

 

          Properties:

Name

Type

Summary

items

array of (Customer)

 

 


 

CustomerLinks

Summary:

Description:

 

          Properties:

Name

Type

Summary

self

LinkDescriptionObject

 

 


 

LinkDescriptionObject

Summary:

Description:

 

          Properties:

Name

Type

Summary

href

string

 

The target URI

method

string

 

The HTTP verb that MUST be used to make a request to the target of the link

title

string

 

The title property provides a title for the link and is a helpful documentation tool to facilitate understanding by end clients


 

Name

Summary:

Description:

 

          Properties:

Name

Type

Summary

first

string

 

The first name of the customer

middle

string

 

The middle name of the customer

last

string

 

The last name of the customer

prefix

string

 

The prefix of the customer

suffix

string

 

The suffix of the customer

companyName

string

 

If the customer represents a company, then company name will be considered


 

PostalAddress

Summary:

Description:

 

          Properties:

Name

Type

Summary

street

string

 

Can be street, avenue, road, etc. This element also includes the house number and room/apartment/flat/floor number.

city

string

 

Can be city, village, town, borough, etc. This is the postal town and not necessarily the place of residence or place of business.

county

string

 

Handles administrative districts such as U.S. or U.K. counties that are not used for mail addressing purposes. Subregion is not intended for delivery addresses.

state

string

 

A state, province, county (in Ireland), Land (in Germany), departement (in France), etc.

postalCode

string

 

Postal code. Usually country-wide, but sometimes specific to the city (e.g. '2' in 'Dublin 2, Ireland' addresses).

country

string

 

The ISO country code of the country