ActivePieces Integration

ActivePieces lets organization users turn WinFactor events into practical automations.

Typical uses:

notify sales when a new submission arrives
alert the team when a quote is viewed or accepted
create or update records in a CRM
send follow-up messages to Slack, Teams, email, or spreadsheets

What WinFactor Sends

WinFactor sends nine core event types:

submission.created
quote.created
quote.sent
quote.viewed
quote.accepted
quote.rejected
quote.expiring_soon
quote.expired
lead.created

Recommended first workflow

Start with submission.created. It gives the fastest operational value and is the easiest way to test that the connection works.

Example Slack message:

New submission received
Customer: {{ trigger['body']['data']['customer']['name'] }}
Template: {{ trigger['body']['data']['template']['name'] }}
Size: {{ trigger['body']['data']['configuration']['width'] }} x {{ trigger['body']['data']['configuration']['height'] }} mm

Common payload structure

Every event includes:

version
eventType
timestamp
orgLocale
customerLocale when relevant
organization
data

Example `submission.created` payload

{
  "version": "1.0",
  "eventType": "submission.created",
  "timestamp": 1704556800000,
  "orgLocale": "nl",
  "customerLocale": "en",
  "organization": {
    "id": "abc123",
    "name": "Window & Door Solutions Inc.",
    "slug": "window-door-solutions",
    "email": "[email protected]",
    "phone": "+31201234567",
    "logoUrl": "https://storage.example.com/logo.png"
  },
  "data": {
    "submission": {
      "id": "sub_456xyz",
      "createdAt": 1704556800000
    },
    "customer": {
      "name": "John Smith",
      "email": "[email protected]",
      "phone": "+31612345678",
      "companyName": null
    },
    "template": {
      "id": "template_789",
      "name": "Modern Glass Panel",
      "slug": "modern-glass-facade"
    },
    "configuration": {
      "width": 5000,
      "height": 3000,
      "componentCount": 12
    },
    "urls": {
      "submissionDetail": "https://app.winfactor.com/submissions/sub_456xyz"
    }
  }
}

Example `quote.accepted` payload

{
  "version": "1.0",
  "eventType": "quote.accepted",
  "timestamp": 1710768000000,
  "orgLocale": "nl",
  "customerLocale": "en",
  "organization": {
    "id": "org_123abc",
    "name": "Window & Door Solutions Inc.",
    "slug": "",
    "email": "[email protected]",
    "phone": "+31201234567",
    "logoUrl": "https://storage.example.com/logo.png"
  },
  "data": {
    "quote": {
      "id": "quote_xyz789",
      "number": "Q-2026-0042",
      "version": 1,
      "total": 1250.00,
      "currency": "EUR",
      "currencySymbol": "€"
    },
    "customer": {
      "name": "John Smith",
      "email": "[email protected]",
      "phone": "+31612345678",
      "companyName": null
    },
    "acceptance": {
      "acceptedAt": 1710768000000,
      "acceptedByName": "John Smith",
      "ipAddress": "192.168.1.100",
      "userAgent": "Mozilla/5.0 ..."
    },
    "urls": {
      "quoteDetail": "",
      "submissionDetail": ""
    }
  }
}

Example `lead.created` payload

{
  "version": "1.0",
  "eventType": "lead.created",
  "timestamp": 1710768000000,
  "orgLocale": "nl",
  "customerLocale": "nl",
  "organization": {
    "id": "org_123abc",
    "name": "Window & Door Solutions Inc.",
    "slug": "",
    "email": "[email protected]",
    "phone": "+31201234567",
    "logoUrl": null
  },
  "data": {
    "lead": {
      "id": "lead_abc123xyz",
      "createdAt": 1710768000000
    },
    "contact": {
      "name": "Jane Smith",
      "email": "[email protected]",
      "phone": "+31612345678",
      "message": "I am interested in custom sliding doors for my showroom. Can you provide a quote?",
      "messagePreview": "I am interested in custom sliding doors for my showroom. Can you provide..."
    },
    "urls": {
      "leadsPage": ""
    }
  }
}

Useful fields

Field	Use
`data.customer.name`	sales or CRM lead creation
`data.customer.email`	follow-up and ownership
`data.template.name`	routing by product type
`data.configuration.width`	operational context
`data.configuration.height`	operational context
`data.configuration.componentCount`	complexity indicator
`data.urls.submissionDetail`	direct link into WinFactor

Best practices

start with one event and one action
keep message text simple until you trust the payload
use direct WinFactor URLs in your notifications
route quote.accepted and quote.rejected to people who can act on them immediately
document your own workflow names so staff know which automations are active

Known limitations to account for

quote.created is internal; customers have not seen the quote yet
some integrations require external infrastructure outside WinFactor
if your team depends on WhatsApp delivery, validate that workflow separately before you rely on it operationally

ActivePieces Integration

ActivePieces Integration

What WinFactor Sends

Recommended first workflow

Common payload structure

Example `submission.created` payload

Example `quote.accepted` payload

Example `lead.created` payload

Useful fields

Best practices

Known limitations to account for

Next Steps

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