Merge CRM Link an Account

arazzo: 1.0.1
info:
  title: Merge CRM Link an Account
  summary: Create a Merge Link token for the CRM category, exchange the public token for an account token, and confirm the linked CRM.
  description: >-
    The foundational Merge integration pattern for the CRM category. The
    workflow creates a single-use Link token from your end user's details,
    exchanges the public token returned by the Merge Link frontend flow for a
    durable account token, and reads the linked account details to confirm the
    integration and surface the connected CRM. Every step spells out its
    request inline so the flow can be read and executed without opening the
    underlying OpenAPI description.
  version: 1.0.0
sourceDescriptions:
- name: crmApi
  url: ../openapi/merge-crm-api-openapi.yaml
  type: openapi
workflows:
- workflowId: link-crm-account
  summary: Link a new end user to a CRM platform and obtain a usable account token.
  description: >-
    Creates a Link token scoped to the CRM category, exchanges the public token
    produced by Merge Link for an account token, and verifies the linked
    account by reading its details.
  inputs:
    type: object
    required:
    - authorization
    - endUserEmailAddress
    - endUserOrganizationName
    - endUserOriginId
    - publicToken
    properties:
      authorization:
        type: string
        description: Production access token with the required "Bearer " prefix.
      endUserEmailAddress:
        type: string
        description: The end user's email address, used purely for identification.
      endUserOrganizationName:
        type: string
        description: The end user's organization name.
      endUserOriginId:
        type: string
        description: A unique identifier for the end user in your own database.
      publicToken:
        type: string
        description: The public token returned by the Merge Link frontend after the user finishes linking.
  steps:
  - stepId: createLinkToken
    description: >-
      Create a single-use Link token scoped to the CRM category from the end
      user's identifying details.
    operationPath: '{$sourceDescriptions.crmApi.url}#/paths/~1crm~1v1~1link-token/post'
    parameters:
    - name: Authorization
      in: header
      value: $inputs.authorization
    requestBody:
      contentType: application/json
      payload:
        end_user_email_address: $inputs.endUserEmailAddress
        end_user_organization_name: $inputs.endUserOrganizationName
        end_user_origin_id: $inputs.endUserOriginId
        categories:
        - crm
    successCriteria:
    - condition: $statusCode == 200
    outputs:
      linkToken: $response.body#/link_token
      integrationName: $response.body#/integration_name
  - stepId: exchangePublicToken
    description: >-
      Exchange the public token returned by the Merge Link frontend flow for a
      durable account token used on all subsequent data requests.
    operationPath: '{$sourceDescriptions.crmApi.url}#/paths/~1crm~1v1~1account-token~1{public_token}/get'
    parameters:
    - name: public_token
      in: path
      value: $inputs.publicToken
    - name: Authorization
      in: header
      value: $inputs.authorization
    successCriteria:
    - condition: $statusCode == 200
    outputs:
      accountToken: $response.body#/account_token
      linkedAccountId: $response.body#/id
  - stepId: confirmAccount
    description: >-
      Read the linked account details to confirm the integration completed and
      surface the connected CRM platform.
    operationPath: '{$sourceDescriptions.crmApi.url}#/paths/~1crm~1v1~1account-details/get'
    parameters:
    - name: Authorization
      in: header
      value: $inputs.authorization
    - name: X-Account-Token
      in: header
      value: $steps.exchangePublicToken.outputs.accountToken
    successCriteria:
    - condition: $statusCode == 200
    outputs:
      integration: $response.body#/integration
      status: $response.body#/status
  outputs:
    accountToken: $steps.exchangePublicToken.outputs.accountToken
    linkedAccountId: $steps.exchangePublicToken.outputs.linkedAccountId
    integration: $steps.confirmAccount.outputs.integration
    status: $steps.confirmAccount.outputs.status