Customer is Referred to Pliant (Lead from Partner)

Partners that integrate the Pliant solution via the API can refer customers to Pliant, to use the credit card solution. This process is described here and inherently different from the process when a existing Pliant customer wants to start an integration.

Process Overview

1. The partner may refer any customer to Pliant. Part of this is the conduction of a demo of the Pliant solution. Which is normally conducted by the Plaint sales team. But in special agreed upon cases the partner can also take this task.
2. The partner then sends the generated lead to our API to start the process on Pliant side. See below for details about the API endpoint.
3. Pliant will then contact the customer and either start the onboarding process or reject the customer depending on certain internal criteria.
4. If the onboarding process is started, the partner will be informed about this via a special callback, which sends both organization ids to the partner: the organization id on Pliant side and the partner defined organization id. With this information the partner can match the two organizations on its side. You mainly receive here the callback types:
   1. ORGANIZATION_ADDED: This callback will be triggered and send to partners which refer organizations to Pliant and it will be send prior to an active integration with the partner. This is necessary, since the organization comes first and then the partner integration can be activated. Hence this callback can only be send before an active integration with the partner exists. It is send to the partner which is stored as the referring partner in Pliant.
   2. AUTHORIZATION_PENDING: This callback informs about the started authorization process to integrate with a partner.
   3. AUTHORIZATION_GRANTED: This callback is the finalization of the integration flow with a partner.
5. The onboarding process will then take on average between 1-10 days, depending on the complexity of the company structure of the customer and the responsibility of the customer.
6. During the onboarding process, and only if the customer actively activates this option, several stages are communicated via callback to the partner. If granted, you can also get details about the onboarding status via our API. You mainly receive here:
   1. ORGANIZATION_STATE_CHANGED
   2. BANK_CONNECTION_STATUS_CHANGED
   3. DOCUMENT_CUSTOMER_STATUS_CHANGED
   4. REPRESENTATIVE_LEGITIMATION_STATUS_CHANGED
   5. REPRESENTATIVE_SUBMISSION_STATUS_CHANGED
7. Ideally the process ends with the approval and activation of the organization.
8. The customer can then use Pliant through the integration built by the partner or the Pliant app itself.

API to Create a Lead

You can provide new potential customers (leads) to Pliant via API endpoint.

Data

You need to provide at least:

• company data
• and ideally one or more contact persons of that company

Countries

Relevant countries you can provide while sending a lead via API to Pliant:

Albania
Andorra
Armenia
Australia
Austria
Belarus
Belgium
Bosnia and Herzegovina
Brazil
Bulgaria
Canada
Cayman Islands
Croatia
Cyprus
Czechia
Denmark
Estonia
Finland
France
Germany
Gibraltar
Greece
Holy See
Hong Kong
Hungary
Iceland
India
Indonesia
Ireland
Israel
Italy
Japan
Kosovo
Latvia
Liechtenstein
Lithuania
Luxembourg
Malta
Mexico
Moldova
Monaco
Montenegro
Morocco
Netherlands
New Zealand
North Macedonia
Norway
Poland
Portugal
Republic of Korea
Romania
Russia
San Marino
Serbia
Singapore
Slovakia
Slovenia
South Africa
Spain
Sweden
Switzerland
Thailand
Tunisia
Türkiye
Ukraine
United Arab Emirates
United Kingdom
United States

Industry

Relevant industries are mentioned below.

ACCOUNTING
AIRLINES_AVIATION
ALTERNATIVE_DISPUTE_RESOLUTION
ALTERNATIVE_MEDICINE
ANIMATION
APPAREL_FASHION
ARCHITECTURE_PLANNING
ARTS_AND_CRAFTS
AUTOMOTIVE
AVIATION_AEROSPACE
BANKING
BIOTECHNOLOGY
BROADCAST_MEDIA
BUILDING_MATERIALS
BUSINESS_SERVICES
BUSINESS_SUPPLIES_AND_EQUIPMENT
CAPITAL_MARKETS
CHEMICALS
CIVIC_SOCIAL_ORGANIZATION
CIVIL_ENGINEERING
COMMERCIAL_REAL_ESTATE
COMPUTER_GAMES
COMPUTER_HARDWARE
COMPUTER_NETWORK_SECURITY
COMPUTER_NETWORKING
COMPUTER_SOFTWARE
CONSTRUCTION
CONSUMER_ELECTRONICS
CONSUMER_GOODS
CONSUMER_SERVICES
CONVENIENCE_STORES_GAS_STATIONS_LIQUOR_STORES
COSMETICS
DAIRY
DEFENSE_SPACE
DESIGN
E_COMMERCE
E_LEARNING
EDUCATION_MANAGEMENT
ELECTRICAL_ELECTRONIC_MANUFACTURING
ENTERTAINMENT
ENVIRONMENTAL_SERVICES
EVENTS_SERVICES
EXECUTIVE_OFFICE
FACILITIES_SERVICES
FARMING
FINANCIAL_SERVICES
FINE_ART
FISHERY
FOOD_BEVERAGES
FOOD_PRODUCTION
FUND_RAISING
FURNITURE
GAMBLING_CASINOS
GLASS_CERAMICS_CONCRETE
GOVERNMENT_ADMINISTRATION
GOVERNMENT_RELATIONS
GRAPHIC_DESIGN
HEALTH_WELLNESS_AND_FITNESS
HIGHER_EDUCATION
HOSPITAL_HEALTH_CARE
HOSPITALITY
HUMAN_RESOURCES
IMPORT_AND_EXPORT
INDIVIDUAL_FAMILY_SERVICES
INDUSTRIAL_AUTOMATION
INFORMATION_SERVICES
INFORMATION_TECHNOLOGY_AND_SERVICES
INSURANCE
INTERNATIONAL_AFFAIRS
INTERNATIONAL_TRADE_AND_DEVELOPMENT
INTERNET
INVESTMENT_BANKING
INVESTMENT_MANAGEMENT
IT_SERVICE
JUDICIARY
LAW_ENFORCEMENT
LAW_PRACTICE
LEGAL_SERVICES
LEGISLATIVE_OFFICE
LEISURE_TRAVEL_TOURISM
LIBRARIES
LOGISTICS_AND_SUPPLY_CHAIN
LUXURY_GOODS_JEWELRY
MACHINERY
MANAGEMENT_CONSULTING
MARITIME
MARKET_RESEARCH
MARKETING_AND_ADVERTISING
MECHANICAL_OR_INDUSTRIAL_ENGINEERING
MEDIA_PRODUCTION
MEDICAL_DEVICES
MEDICAL_PRACTICE
MENTAL_HEALTH_CARE
MILITARY
MINING_METALS
MOTION_PICTURES_AND_FILM
MUSEUMS_AND_INSTITUTIONS
MUSIC
NANOTECHNOLOGY
NEWSPAPERS
NON_PROFIT_ORGANIZATION_MANAGEMENT
OIL_ENERGY
ONLINE_MEDIA
OUTSOURCING_OFFSHORING
PACKAGE_FREIGHT_DELIVERY
PACKAGING_AND_CONTAINERS
PAPER_FOREST_PRODUCTS
PERFORMING_ARTS
PHARMACEUTICALS
PHILANTHROPY
PHOTOGRAPHY
PLASTICS
POLITICAL_ORGANIZATION
PRIMARY_SECONDARY_EDUCATION
PRINTING
PROFESSIONAL_TRAINING_COACHING
PROGRAM_DEVELOPMENT
PUBLIC_POLICY
PUBLIC_RELATIONS_AND_COMMUNICATIONS
PUBLIC_SAFETY
PUBLISHING
RAILROAD_MANUFACTURE
RANCHING
REAL_ESTATE
RECREATIONAL_FACILITIES_AND_SERVICES
RELIGIOUS_INSTITUTIONS
RENEWABLES_ENVIRONMENT
RESEARCH
RESTAURANTS
RETAIL
SECURITY_AND_INVESTIGATIONS
SEMICONDUCTORS
SHIPBUILDING
SPORTING_GOODS
SPORTS
STAFFING_AND_RECRUITING
SUPERMARKETS
TELECOMMUNICATIONS
TEXTILES
THINK_TANKS
TOBACCO
TRANSLATION_AND_LOCALIZATION
TRANSPORTATION
TRANSPORTATION_TRUCKING_RAILROAD
UTILITIES
VENTURE_CAPITAL_PRIVATE_EQUITY
VETERINARY
WAREHOUSING
WHOLESALE
WINE_AND_SPIRITS
WIRELESS
WRITING_AND_EDITING