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
| Category | Service | Purpose | Status |
|---|---|---|---|
| Authentication | Clerk | User authentication & authorization | ✅ Active |
| Email Services | Resend | Transactional email delivery | ✅ Active |
| Privacy Protection | SimpleLogin | Email alias management | ✅ Active |
| Payment Processing | Stripe | Card processing (future) | 🔄 Planned |
| Error Tracking | Sentry | Error monitoring & performance | ✅ Active |
| Feature Flags | Statsig | A/B testing & feature gating | ✅ Active |
| Notifications | Knock | In-app & multi-channel notifications | ✅ Active |
| Analytics | PostHog | Product analytics & user behavior | ✅ Active |
| AI Services | OpenAI | LLM integration via Vercel AI SDK | ✅ Active |
| Caching | Upstash Redis | Session storage & rate limiting | ✅ Active |
| Collaboration | Liveblocks | Real-time collaboration | ✅ Active |
| CMS | BaseHub | Headless CMS integration | 🔄 Planned |
| Deployment | Vercel | Serverless 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
- Create Clerk application at dashboard.clerk.com
- Configure authentication settings and social providers
- Set up webhook endpoints for user events
- Configure environment variables:
- User Info:
GET /api/clerk/user - Session Check:
GET /api/clerk/session - Webhook Handler:
POST /api/clerk/webhook
2. Email Services - Resend
Purpose: Transactional email delivery and template management Integration Details:- SDK:
@resend/resendfor 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
- Create Resend account at resend.com
- Generate API key in dashboard
- Create email templates for order confirmations, notifications
- Configure webhook for email events
- Set environment variable:
- 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
- Send Email:
POST /api/email/send - Webhook Handler:
POST /api/email/webhook - Email Templates:
GET /api/email/templates
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
- Create SimpleLogin account at simplelogin.io
- Generate API key in Settings → API Keys
- Configure webhook endpoints for alias events
- Set environment variable:
- 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
- Create Alias:
POST /api/aliases/create - List Aliases:
GET /api/aliases - Update Alias:
PUT /api/aliases/{id} - Delete Alias:
DELETE /api/aliases/{id}
Monitoring & Analytics Integrations
4. Error Tracking - Sentry
Purpose: Error monitoring, performance tracking, and release management Integration Details:- SDK:
@sentry/nextjsfor automatic error capture - Performance: Transaction tracing and performance monitoring
- Releases: Deploy-linked error attribution and user context
- Alerts: Real-time alerting for critical errors
- Create Sentry project at sentry.io
- Configure Next.js integration with environment detection
- Set up release tracking with Vercel integration
- Configure environment variables:
- 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
- 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-clientand@statsig/node - Features: Feature gates, experiments, dynamic configurations
- Targeting: User-based targeting and rollout strategies
- Analytics: Feature usage tracking and conversion metrics
- Create Statsig project at statsig.com
- Configure server and client SDK keys
- Set up feature gates and experiments
- Configure environment variables:
- 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
- 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-jsfor client-side tracking - Server:
posthog-nodefor server-side events - Features: Event tracking, user analytics, conversion funnels
- Privacy: GDPR-compliant with user consent management
- Create PostHog project at posthog.com
- Configure tracking settings and privacy options
- Set up data export and integrations
- Configure environment variables:
- 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/clientand@knocklabs/node - Channels: In-app, email, SMS, push notifications
- Features: Notification preferences, delivery tracking
- Templates: Dynamic notification content and styling
- Create Knock account at knock.app
- Configure notification channels and templates
- Set up user preferences and delivery settings
- Configure environment variables:
- 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
- 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/clientand@liveblocks/node - Features: Real-time cursors, live editing, presence indicators
- Storage: Persistent storage for collaborative documents
- Security: Room-based access control and permissions
- Create Liveblocks account at liveblocks.io
- Configure room settings and permissions
- Set up authentication with Clerk integration
- Configure environment variables (if required)
- 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:
aipackage from Vercel AI SDK - Models: GPT-4, GPT-3.5-turbo, embeddings
- Features: Chat completions, text generation, moderation
- Streaming: Real-time streaming responses
- Create OpenAI account at openai.com
- Generate API key and configure billing
- Set up rate limits and usage monitoring
- Configure environment variable:
- 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
- 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/redisfor serverless Redis - Features: In-memory caching, session storage, rate limiting
- Performance: Sub-millisecond response times
- Scalability: Auto-scaling Redis cluster
- Create Upstash database at upstash.com
- Configure database settings and security
- Set up backup and monitoring
- Configure environment variables:
- 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) andstripe(server) - Features: Card processing, subscriptions, webhooks
- Compliance: PCI DSS Level 1 compliance
- Security: Tokenized payment processing
- Create Stripe account at stripe.com
- Configure payment settings and compliance
- Set up webhook endpoints for payment events
- Configure environment variables:
- 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/sdkfor content fetching - Features: Content API, real-time updates, preview mode
- Performance: Edge caching and CDN integration
- Security: API key authentication
- Create BaseHub project at basehub.com
- Configure content schema and collections
- Set up preview and production environments
- Configure environment variables:
- 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
- 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
- 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
- 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
- Requirements Analysis: Define integration requirements and use cases
- Vendor Evaluation: Select appropriate third-party service
- API Documentation: Review API documentation and limitations
- Implementation: Develop integration with proper error handling
- Testing: Comprehensive testing including failure scenarios
- Documentation: Update integration documentation
- 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
- 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
- Clerk: docs.clerk.com
- Resend: resend.com/docs
- SimpleLogin: simplelogin.io/docs
- Sentry: docs.sentry.io
- Statsig: docs.statsig.com
- Knock: docs.knock.app
- Liveblocks: docs.liveblocks.io
- OpenAI: platform.openai.com/docs
Support Contacts
- Integration Issues: [email protected]
- Vendor Support: Contact individual vendor support
- Emergency Support: [email protected]
This integration documentation is automatically updated with each deployment. Last updated: September 2025