title New Customer Acquisition Flow

bottomparticipants
participant Browser
participant Portal
participant Zuora

abox over Browser,Zuora #D6E9FF ;0 :This is a simplified new customer order process. Details of payment gateway and tax \nintegrations have been intentionaly excluded for clarity. In this diagram the\n'Prospect' is your potential customer browsing at your website or portal. 'Portal' is  \nyour web site or application running on your server(s) where prospects or your sales \nteam can sign up for your services and products.

Portal->Zuora: Query Catalog (cache instead maybe?)\n GET v1/catalog/products
Browser->Portal: Browse Catalog
Portal->Zuora: Order Preview (aka Quote)\n POST v1/orders/preview
Zuora->Portal: Pricing incl. Total
Browser->Portal: I'll Buy!
Portal->Browser: How would you like to pay?

abox over Browser,Zuora #D6E9FF ;0 :Individual details are ommitted here for clarity as are details on managing failed payments.

Browser->Portal: Payment method details
Portal->Zuora: Payment method details
alt Immediate Payment Collected
Portal->Zuora: Order incl. Account, Contact, \nSubscription, Pricing, Payment Details\nPOST v1/orders
Zuora->Zuora: Create Account, \nOrder, Subscription, \nInvoice and Payment
Zuora->Portal: Success (incl. Ids)
Portal->Browser: Success Confirmation page
Zuora-->Browser: Send email confirming order, include $0 balance Invoice PDF as receipt
else Payment Collected Later
Portal->Zuora: Order incl. Account, Contact, \nSubscription, Pricing Details\n POST v1/orders
Zuora->Zuora: Create Account, \nOrder, Subscription \nand Invoice
Zuora->Portal: Success (incl. Ids)
Portal->Browser: Success Confirmation page
Zuora-->Browser: Send email confirming order, include Invoice PDF for payment
end