Skip to main content

Third-Party API Integrations

This document provides comprehensive documentation for all third-party API integrations used in DeelRxCRM, including setup procedures, API endpoints, data flow patterns, and troubleshooting guides.

Integration Architecture Overview

Integration Categories

CategoryServicePurposeStatus
AuthenticationClerkUser authentication & authorization✅ Active
Email ServicesResendTransactional email delivery✅ Active
Privacy ProtectionSimpleLoginEmail alias management✅ Active
Payment ProcessingStripeCard processing (future)🔄 Planned
Error TrackingSentryError monitoring & performance✅ Active
Feature FlagsStatsigA/B testing & feature gating✅ Active
NotificationsKnockIn-app & multi-channel notifications✅ Active
AnalyticsPostHogProduct analytics & user behavior✅ Active
AI ServicesOpenAILLM integration via Vercel AI SDK✅ Active
CachingUpstash RedisSession storage & rate limiting✅ Active
CollaborationLiveblocksReal-time collaboration✅ Active
CMSBaseHubHeadless CMS integration🔄 Planned
DeploymentVercelServerless deployment platform✅ Active

Integration Principles

  • API-First Design: All integrations use REST APIs or SDKs
  • Error Handling: Comprehensive error handling and retry logic
  • Monitoring: Integration health monitoring and alerting
  • Security: Secure credential management and API key rotation
  • Documentation: Complete integration documentation and examples

Core Integration Services

1. Authentication - Clerk

Purpose: User authentication, authorization, and session management Integration Details:
  • SDK: @clerk/nextjs (server-side) and @clerk/clerk-react (client-side)
  • Authentication: JWT-based with role-based access control
  • Webhooks: User creation, updates, and session events
  • Multi-tenancy: Team-based user organization
Setup Process:
  1. Create Clerk application at dashboard.clerk.com
  2. Configure authentication settings and social providers
  3. Set up webhook endpoints for user events
  4. Configure environment variables:
    NEXT_PUBLIC_CLERK_PUBLISHABLE_KEY="pk_test_..."
    CLERK_SECRET_KEY="sk_test_..."
    CLERK_WEBHOOK_SECRET="whsec_..."
    
API Endpoints:
  • User Info: GET /api/clerk/user
  • Session Check: GET /api/clerk/session
  • Webhook Handler: POST /api/clerk/webhook
Data Flow:
Clerk → Webhook → DeelRxCRM → Database (User/TeamMembership)

2. Email Services - Resend

Purpose: Transactional email delivery and template management Integration Details:
  • SDK: @resend/resend for server-side email sending
  • Templates: HTML email templates with dynamic content
  • Webhooks: Email delivery events and engagement tracking
  • Analytics: Email open rates, click tracking, bounce handling
Setup Process:
  1. Create Resend account at resend.com
  2. Generate API key in dashboard
  3. Create email templates for order confirmations, notifications
  4. Configure webhook for email events
  5. Set environment variable:
    RESEND_API_KEY="re_..."
    
Email Templates:
  • Welcome Email: New user onboarding
  • Order Confirmation: Order placement confirmation
  • Payment Receipt: Payment processing confirmation
  • Low Stock Alert: Inventory management notifications
  • Referral Rewards: Customer referral program updates
API Endpoints:
  • Send Email: POST /api/email/send
  • Webhook Handler: POST /api/email/webhook
  • Email Templates: GET /api/email/templates
Data Flow:
DeelRxCRM → Resend API → Email Delivery → Customer Inbox

3. Privacy Protection - SimpleLogin

Purpose: Email alias generation and management for privacy protection Integration Details:
  • API: REST API for alias creation and management
  • Features: Anonymous email forwarding, alias lifecycle management
  • Privacy: Hide real email addresses from customers/vendors
  • Security: API key authentication with rate limiting
Setup Process:
  1. Create SimpleLogin account at simplelogin.io
  2. Generate API key in Settings → API Keys
  3. Configure webhook endpoints for alias events
  4. Set environment variable:
    SIMPLELOGIN_API_KEY="sl_..."
    
Alias Management:
  • Auto-generation: Automatic alias creation for customer communications
  • Forwarding: All emails to aliases forwarded to real email
  • Lifecycle: Enable/disable/delete aliases as needed
  • Shadow Aliases: Pre-signup aliases for privacy protection
API Endpoints:
  • Create Alias: POST /api/aliases/create
  • List Aliases: GET /api/aliases
  • Update Alias: PUT /api/aliases/{id}
  • Delete Alias: DELETE /api/aliases/{id}
Data Flow:
Customer Communication → SimpleLogin Alias → Forwarded → Real Email

Monitoring & Analytics Integrations

4. Error Tracking - Sentry

Purpose: Error monitoring, performance tracking, and release management Integration Details:
  • SDK: @sentry/nextjs for automatic error capture
  • Performance: Transaction tracing and performance monitoring
  • Releases: Deploy-linked error attribution and user context
  • Alerts: Real-time alerting for critical errors
Setup Process:
  1. Create Sentry project at sentry.io
  2. Configure Next.js integration with environment detection
  3. Set up release tracking with Vercel integration
  4. Configure environment variables:
    SENTRY_DSN="https://..."
    NEXT_PUBLIC_SENTRY_DSN="https://..."
    
Error Capture:
  • Automatic: Unhandled exceptions and promise rejections
  • Manual: Custom error tracking for business logic
  • Context: User information, request data, and custom tags
  • Performance: API route timing and database query performance
API Endpoints:
  • Error Reporting: Automatic via SDK
  • Performance Data: GET /api/sentry/performance
  • Release Tracking: POST /api/sentry/release

5. Feature Flags - Statsig

Purpose: Feature flag management, A/B testing, and user targeting Integration Details:
  • SDK: @statsig/js-client and @statsig/node
  • Features: Feature gates, experiments, dynamic configurations
  • Targeting: User-based targeting and rollout strategies
  • Analytics: Feature usage tracking and conversion metrics
Setup Process:
  1. Create Statsig project at statsig.com
  2. Configure server and client SDK keys
  3. Set up feature gates and experiments
  4. Configure environment variables:
    STATSIG_SERVER_SECRET="secret-key"
    NEXT_PUBLIC_STATSIG_CLIENT_KEY="client-key"
    
Feature Flag Usage:
  • Server-side: Feature evaluation in API routes and server components
  • Client-side: Dynamic UI rendering based on feature flags
  • Gradual Rollouts: Percentage-based feature releases
  • User Targeting: Target specific users or user groups
API Endpoints:
  • Feature Check: GET /api/feature-flags/{feature}
  • Experiment Assignment: POST /api/experiments/assign
  • Analytics Events: POST /api/analytics/event

6. Analytics - PostHog

Purpose: Product analytics, user behavior tracking, and funnel analysis Integration Details:
  • SDK: posthog-js for client-side tracking
  • Server: posthog-node for server-side events
  • Features: Event tracking, user analytics, conversion funnels
  • Privacy: GDPR-compliant with user consent management
Setup Process:
  1. Create PostHog project at posthog.com
  2. Configure tracking settings and privacy options
  3. Set up data export and integrations
  4. Configure environment variables:
    NEXT_PUBLIC_POSTHOG_KEY="phc_..."
    NEXT_PUBLIC_POSTHOG_HOST="https://app.posthog.com"
    
Event Tracking:
  • User Events: Page views, button clicks, form submissions
  • Business Events: Order creation, payment processing, feature usage
  • Custom Properties: User demographics, business metrics
  • Funnel Analysis: User journey and conversion tracking

Communication & Collaboration

7. Notifications - Knock

Purpose: Multi-channel notifications and user communication Integration Details:
  • SDK: @knocklabs/client and @knocklabs/node
  • Channels: In-app, email, SMS, push notifications
  • Features: Notification preferences, delivery tracking
  • Templates: Dynamic notification content and styling
Setup Process:
  1. Create Knock account at knock.app
  2. Configure notification channels and templates
  3. Set up user preferences and delivery settings
  4. Configure environment variables:
    KNOCK_SECRET_API_KEY="sk_..."
    NEXT_PUBLIC_KNOCK_API_KEY="pk_..."
    NEXT_PUBLIC_KNOCK_FEED_CHANNEL_ID="channel-id"
    
Notification Types:
  • Order Updates: Order status changes and confirmations
  • Payment Notifications: Payment confirmations and failures
  • Inventory Alerts: Low stock and inventory updates
  • System Notifications: Maintenance, updates, and announcements
API Endpoints:
  • Send Notification: POST /api/notifications/send
  • User Preferences: GET /api/notifications/preferences
  • Notification Feed: GET /api/notifications/feed

8. Real-time Collaboration - Liveblocks

Purpose: Real-time collaboration and live editing features Integration Details:
  • SDK: @liveblocks/client and @liveblocks/node
  • Features: Real-time cursors, live editing, presence indicators
  • Storage: Persistent storage for collaborative documents
  • Security: Room-based access control and permissions
Setup Process:
  1. Create Liveblocks account at liveblocks.io
  2. Configure room settings and permissions
  3. Set up authentication with Clerk integration
  4. Configure environment variables (if required)
Collaboration Features:
  • Live Editing: Real-time document collaboration
  • Presence: See who else is viewing/editing
  • Comments: Threaded comments and discussions
  • History: Version history and change tracking

AI & Advanced Features

9. AI Services - OpenAI (via Vercel AI SDK)

Purpose: Large language model integration for AI-powered features Integration Details:
  • SDK: ai package from Vercel AI SDK
  • Models: GPT-4, GPT-3.5-turbo, embeddings
  • Features: Chat completions, text generation, moderation
  • Streaming: Real-time streaming responses
Setup Process:
  1. Create OpenAI account at openai.com
  2. Generate API key and configure billing
  3. Set up rate limits and usage monitoring
  4. Configure environment variable:
    OPENAI_API_KEY="sk-..."
    
AI Features:
  • Customer Support: AI-powered customer service responses
  • Content Generation: Dynamic content creation and suggestions
  • Data Analysis: Business insights and recommendations
  • Moderation: Content filtering and safety checks
API Endpoints:
  • Chat Completion: POST /api/ai/chat
  • Text Generation: POST /api/ai/generate
  • Moderation: POST /api/ai/moderate

10. Caching & Rate Limiting - Upstash Redis

Purpose: High-performance caching and rate limiting Integration Details:
  • SDK: @upstash/redis for serverless Redis
  • Features: In-memory caching, session storage, rate limiting
  • Performance: Sub-millisecond response times
  • Scalability: Auto-scaling Redis cluster
Setup Process:
  1. Create Upstash database at upstash.com
  2. Configure database settings and security
  3. Set up backup and monitoring
  4. Configure environment variables:
    UPSTASH_REDIS_REST_URL="https://..."
    UPSTASH_REDIS_REST_TOKEN="..."
    
Usage Patterns:
  • Session Storage: User session data and preferences
  • Rate Limiting: API rate limiting and abuse prevention
  • Cache: Database query results and computed data
  • Pub/Sub: Real-time messaging between services

Future Integrations

11. Payment Processing - Stripe

Purpose: Credit card processing and payment management Integration Details:
  • SDK: @stripe/stripe-js (client) and stripe (server)
  • Features: Card processing, subscriptions, webhooks
  • Compliance: PCI DSS Level 1 compliance
  • Security: Tokenized payment processing
Setup Process:
  1. Create Stripe account at stripe.com
  2. Configure payment settings and compliance
  3. Set up webhook endpoints for payment events
  4. Configure environment variables:
    STRIPE_SECRET_KEY="sk_test_..."
    STRIPE_WEBHOOK_SECRET="whsec_..."
    NEXT_PUBLIC_STRIPE_PUBLISHABLE_KEY="pk_test_..."
    
Payment Flow:
  • Tokenization: Client-side card tokenization
  • Processing: Server-side payment processing
  • Webhooks: Payment status updates and confirmations
  • Reconciliation: Automatic payment matching to orders

12. Content Management - BaseHub

Purpose: Headless CMS for content management and publishing Integration Details:
  • SDK: @basehub/sdk for content fetching
  • Features: Content API, real-time updates, preview mode
  • Performance: Edge caching and CDN integration
  • Security: API key authentication
Setup Process:
  1. Create BaseHub project at basehub.com
  2. Configure content schema and collections
  3. Set up preview and production environments
  4. Configure environment variables:
    BASEHUB_TOKEN="token"
    NEXT_PUBLIC_BASEHUB_URL="https://..."
    
Content Types:
  • Pages: Static pages and landing pages
  • Blog Posts: Article content and metadata
  • Documentation: Help articles and guides
  • Settings: Global configuration and preferences

Integration Management

Health Monitoring

Integration Health Checks:
  • Database: Connection pool status and query performance
  • External APIs: Response times and error rates
  • Webhooks: Delivery status and retry attempts
  • Rate Limits: API quota usage and limits
Monitoring Tools:
  • Sentry: Error tracking and performance monitoring
  • Application Metrics: Custom metrics for integration health
  • Alerting: Automated alerts for integration failures
  • Dashboards: Real-time integration status dashboards

Security & Compliance

API Key Management:
  • Rotation: Regular API key rotation (90-day cycle)
  • Storage: Secure environment variable storage
  • Access Control: Least-privilege access patterns
  • Audit Logging: All API access logged and monitored
Data Protection:
  • Encryption: Sensitive data encrypted in transit and at rest
  • PII Handling: Personal data identification and protection
  • Compliance: GDPR, CCPA, and SOC 2 compliance
  • Data Retention: Configurable data retention policies

Error Handling & Resilience

Retry Logic:
  • Exponential Backoff: Retry failed requests with backoff
  • Circuit Breaker: Prevent cascade failures
  • Fallbacks: Graceful degradation when services unavailable
  • Idempotency: Prevent duplicate operations
Error Recovery:
  • Dead Letter Queues: Failed message processing
  • Manual Recovery: Administrative tools for error resolution
  • Alerting: Immediate notification of critical failures
  • Documentation: Runbooks for common failure scenarios

Integration Development

Adding New Integrations

  1. Requirements Analysis: Define integration requirements and use cases
  2. Vendor Evaluation: Select appropriate third-party service
  3. API Documentation: Review API documentation and limitations
  4. Implementation: Develop integration with proper error handling
  5. Testing: Comprehensive testing including failure scenarios
  6. Documentation: Update integration documentation
  7. Monitoring: Set up monitoring and alerting

Integration Testing

Testing Strategies:
  • Unit Tests: Individual integration function testing
  • Integration Tests: End-to-end integration testing
  • Mock Testing: Third-party service mocking for reliability
  • Load Testing: Performance testing under load
  • Failure Testing: Testing failure scenarios and recovery
Testing Tools:
  • Jest: Unit and integration testing
  • Vitest: Fast testing for development
  • Playwright: End-to-end browser testing
  • Load Testing: Artillery or similar tools

Support & Resources

Integration Status Dashboard

  • Real-time Status: Current integration health status
  • Historical Data: Integration performance over time
  • Alert History: Past incidents and resolutions
  • Documentation Links: Quick access to vendor documentation

Vendor Documentation

Support Contacts


This integration documentation is automatically updated with each deployment. Last updated: September 2025