Introduction

This stage connects a rooftop's dealer systems to Vini: the CRM, the inventory feed (IMS) and vehicle history. For each integration you list the available partners, read what is already saved, save the rooftop's choice, and then mark the checklist task done. The inventory feed is set up with its own workflow endpoints instead of the shared save endpoint.

Sales agents need the CRM, inventory and vehicle history integrations.

Endpoint	Method and path	What it does
List CRM and scheduler partners	`GET /integrations/registry`	Lists active CRM, service scheduler or DMS partners.
List inventory and history partners	`GET /partner/category`	Lists active inventory feed, photo, CGI or vehicle history partners.
Read a saved integration	`GET /central-config/v1/integration`	Returns the integration saved for a rooftop and entity, or an empty object.
Save an integration	`POST /console/v1/product-onboarding/integration`	Saves the CRM, vehicle history or service scheduler partner and registers the partner link.
Set CRM lead sync rules	`PUT /leads/dealer/v1/crm-config/leads-sync`	Sets which Vini conversations are written to the dealer's CRM.
List inventory feed workflows	`GET /partner/input-workflow`	Lists a rooftop's inventory feed workflows with rules and latest file.
Create an inventory feed workflow	`POST /partner/input-workflow`	Creates the workflow that receives the rooftop's inventory feed.
Update an inventory feed workflow	`PUT /partner/input-workflow/{id}`	Updates an existing inventory feed workflow by id.

Every path starts with https://api.spyne.ai. Send the signed-in console user's session token as Authorization: Bearer YOUR_TOKEN. Read a saved integration has no authentication check.

Which integrations each agent needs

The checklist creates these Integrations tasks per agent segment. When an integration is saved, mark its task done with Mark a checklist task done in the Checklist section, using the exact task name below.

Agent (checklist segment)	Integration	Mark done as	Pages used
Sales inbound, Sales outbound	CRM	`CRM Integration`	List CRM and scheduler partners, Read, Save, CRM lead sync
Sales inbound, Sales outbound	Inventory (IMS)	`IMS Integration`	List inventory and history partners, List, Create or Update a feed workflow
Sales inbound, Sales outbound	Vehicle history	`Vehicle History Integration`	List inventory and history partners, Read, Save

The exact task list per segment is stored as configuration data, not in code. Confirm it against the live checklist for each product.

Save	Task it completes	When the UI marks it done
Save an integration with `entity: "CRM"`, then CRM lead sync	`CRM Integration`	After both succeed.
Save an integration with `entity: "CAR_HISTORY"`	`Vehicle History Integration`	After the save succeeds.
Create or update the IMS workflow	`IMS Integration`	Only when the IMS workflow save succeeds. Saving photo or CGI workflows alone does not complete it.

The UI sends no segmentName, so each task is completed in every segment of the rooftop. None of these saves completes the task on the server; only the separate checklist call does. It is marked done on any successful save and does not check that the partner link was approved or verified.

Order to call them

Check what is saved. CRM and vehicle history: Read a saved integration. Inventory feed: List inventory feed workflows.
List partners. CRM: List CRM and scheduler partners. Inventory feed and vehicle history: List inventory and history partners.
Save the pick. CRM and vehicle history: Save an integration. Inventory feed: Create an inventory feed workflow, or Update an inventory feed workflow if one exists.
CRM only: Set CRM lead sync rules.
Mark the task done with the task name from the table above.

Sales pages

This section covers the sales agents only. After the common pages above come the sales pages: Save the CRM integration, Set CRM lead sync, List inventory and history partners, List, create and update inventory feed workflows, and Save the vehicle history integration.