Developers
The WinFactor Deep API & Events platform — live pricing hooks, a full REST API, and signed webhooks for CRMs, ERPs, and custom scripts
WinFactor's Deep API & Events platform connects your own systems to live quoting. Anything is possible: receive every configuration a customer builds in real time, compute your own pricing in Python, an ERP, or an ActivePieces flow, and write the corrected breakdown straight back onto the customer's screen — then sync the resulting submissions, quotes, and contacts with your CRM.
Requires the Pro plan or higher (the apiAccess feature).
The live pricing loop
Customer configures a window
│
▼
WinFactor fires pricing.calculated ──► Your system (ActivePieces flow,
· full configuration Python script, ERP, …)
· base line items │
· callback URL + configHash │ computes YOUR pricing
▲ ▼
│ PUT {callback.url}
Customer's screen updates live ◄── · full replacement line items
(no polling — WinFactor pushes) · keyed to the exact configHash- While a customer configures, WinFactor persists the configuration in a configuration session and sends a
pricing.calculatedevent to your webhook. - The event carries everything: the full canonical configuration, WinFactor's base line items, and a single-use callback URL.
- Your system replies with a line-item adjustment — replace, reprice, add, or remove anything in the breakdown.
- The customer's open configurator updates instantly. No polling, no page refresh: WinFactor's reactive backend pushes the change.
- When the customer submits, the matching adjustment is frozen onto the submission, and quote autofill uses your prices — not the defaults.
The same loop fires when an organization user clicks auto-fill on a quote, so your pricing is always fresh at the moment it matters.
Three ways to integrate
| Rail | Best for | Setup |
|---|---|---|
| ActivePieces (built in) | No-code/low-code flows, quick wins | Recipe — your org already has a project |
| Direct webhooks | Your own services, any language | Point the webhook URL at your endpoint, verify signatures |
| REST API | CRM/ERP sync, scripts, backfills | Create an API key, call /api/v1/* |
They compose: a typical setup receives events in ActivePieces, runs a code step, and calls the REST API — all three rails in one flow.
What's in the box
- Events — 10 event types covering the full lifecycle: submissions, quotes (created → sent → viewed → accepted/rejected/expired), leads, and live pricing. Catalog →
- REST API v1 — submissions (with human-readable resolved configurations), the full quote lifecycle (create, edit, revise, send), two-way contact sync, leads, template catalogs, your event delivery log, and the live pricing write-back. Reference →
- Signed webhooks — every delivery carries an HMAC signature and a delivery ID for dedup. Verification →
- Delivery log + redelivery — debug your integration from the API itself; re-deliver any event after an outage. Events API →
Start here
- First five minutes: Quickstart
- Live pricing: Configuration sessions & price adjustments
- CRM/ERP patterns: CRM integration guide
- Machine-readable spec:
/openapi.yaml(OpenAPI 3 — import into Postman/Insomnia or generate a client)