Automate workflows and connect WinFactor with your favorite tools using ActivePieces

ActivePieces User Guide: Event Data & Integrations

This guide explains how to use WinFactor events in ActivePieces to automate workflows and connect with other tools like CRM, Slack, email, and more.

Good news: The connection between WinFactor and ActivePieces is already set up for you. You can start building workflows right away.

Quick Start: Slack Notification
How It Works
What Every Event Contains
Understanding Each Event Type
More Integration Examples
Quick Reference
Tips

Quick Start: Slack Notification

Get notified in Slack when a customer accepts a quote. This takes about 2 minutes to set up.

In ActivePieces, create a new workflow
Add a Webhook trigger
Add a Router step with a branch for quote.accepted

Add a Slack action in that branch with this message:

Quote accepted!
Number: {{ trigger['body']['data']['quote']['number'] }}
Customer: {{ trigger['body']['data']['customer']['name'] }}
Total: {{ trigger['body']['data']['quote']['currencySymbol'] }}{{ trigger['body']['data']['quote']['total'] }}

Save and turn on the workflow

That's it - you'll now get Slack notifications whenever a quote is accepted.

How It Works

WinFactor sends events to ActivePieces automatically whenever important actions occur. The connection is already configured.

The flow:

Customer accepts quote
    ↓
WinFactor sends event to ActivePieces
    ↓
Your workflow runs
    ↓
Slack message sent

What you can do:

Send Slack or Teams notifications for quote events
Create deals in HubSpot, Salesforce, or Pipedrive
Send follow-up emails automatically
Log data to Google Sheets
Trigger SMS or WhatsApp notifications

What Every Event Contains

Every event from WinFactor follows the same basic structure. Understanding these common pieces of information will help you work with any event type.

Key Information

Piece of Information	What It Means
`version`	Format version of this message (currently "1.0")
`eventType`	What happened (e.g., "quote.accepted")
`timestamp`	When it happened (date and time)
`orgLocale`	Your organization's preferred language ("en", "de", or "nl")
`customerLocale`	The customer's language (if applicable)
`organization`	Your company information
`data`	The actual event information (varies by event type)

Your Organization Information

Found in every event message:

Piece of Information	What It Means
`id`	Your organization's unique ID
`name`	Your organization's display name
`slug`	URL-friendly version of your name
`email`	Your billing email address
`phone`	Your contact phone number
`logoUrl`	Link to your logo (if you set one)

Understanding Each Event Type

WinFactor sends 9 different event types. Each one has a specific purpose and contains the information you need for automating your work.

submission.created

When This Happens: A customer submits a new configuration request through your WinFactor configurator.

Use cases:

Notify your sales team about a new inquiry
Create a new lead in your CRM
Send an acknowledgment email to the customer
Log the submission to a spreadsheet

Example Data:

Note: This is example data for reference. You don't need to understand JSON to use ActivePieces - just copy the field names you need.

{
  "version": "1.0",
  "eventType": "submission.created",
  "timestamp": 1704556800000,
  "orgLocale": "nl",
  "customerLocale": "en",
  "organization": {
    "id": "abc123",
    "name": "Facade Solutions Inc.",
    "slug": "facade-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 Facade",
      "slug": "modern-glass-facade"
    },
    "configuration": {
      "width": 5000,
      "height": 3000,
      "fragmentCount": 12
    },
    "urls": {
      "submissionDetail": "https://app.winfactor.com/submissions/sub_456xyz"
    }
  }
}

What Each Field Means:

Field	What It Means
`data.submission.id`	Unique ID of the submission
`data.submission.createdAt`	When the submission was created
`data.customer.name`	Customer's full name
`data.customer.email`	Customer's email address
`data.customer.phone`	Customer's phone number (null if not provided)
`data.customer.companyName`	Customer's company (if provided)
`data.template.name`	Name of the product template they configured
`data.configuration.width`	Width in millimeters
`data.configuration.height`	Height in millimeters
`data.configuration.fragmentCount`	Number of components in the configuration
`data.urls.submissionDetail`	Link to view the submission in WinFactor

quote.created

When This Happens: Your team creates a new quote (internal notification - customer hasn't seen it yet).

Use cases:

Notify the quote creator that it was created successfully
Create a task for follow-up
Log to your internal tracking system

Example Data:

Note: This is example data for reference. You don't need to understand JSON to use ActivePieces - just copy the field names you need.

{
  "version": "1.0",
  "eventType": "quote.created",
  "timestamp": 1704556800000,
  "orgLocale": "nl",
  "organization": {
    "id": "abc123",
    "name": "Facade Solutions Inc.",
    "slug": "facade-solutions",
    "email": "[email protected]",
    "phone": "+31201234567",
    "logoUrl": "https://storage.example.com/logo.png"
  },
  "data": {
    "quote": {
      "id": "quote_789",
      "number": "Q-2024-0001",
      "version": 1,
      "status": "draft",
      "total": 15000.00,
      "currency": "EUR"
    },
    "submission": {
      "id": "sub_456xyz",
      "customerName": "John Smith",
      "customerEmail": "[email protected]"
    },
    "lineItems": [
      {
        "description": "Glass panels - 6mm tempered",
        "quantity": 12,
        "unitPrice": 500.00,
        "total": 6000.00,
        "itemType": "material"
      },
      {
        "description": "Installation labor",
        "quantity": 1,
        "unitPrice": 9000.00,
        "total": 9000.00,
        "itemType": "labor"
      }
    ],
    "urls": {
      "quoteDetail": "https://app.winfactor.com/quotes/quote_789"
    }
  }
}

What Each Field Means:

Field	What It Means
`data.quote.id`	Unique ID of the quote
`data.quote.number`	Human-readable quote number
`data.quote.version`	Version number (starts at 1)
`data.quote.status`	Current status (`"draft"`, `"sent"`, `"viewed"`, `"accepted"`, `"rejected"`, `"expired"`)
`data.quote.total`	Total price as decimal (e.g., `15000.00` = €15,000.00)
`data.quote.currency`	Currency code (`"EUR"`, `"USD"`, `"GBP"`, `"CHF"`)
`data.submission.id`	Original submission ID
`data.lineItems`	List of items in the quote
`data.lineItems[].description`	Description of the line item
`data.lineItems[].quantity`	Quantity ordered
`data.lineItems[].unitPrice`	Price per unit as decimal
`data.lineItems[].total`	Total for this line item as decimal
`data.lineItems[].itemType`	Type of item (`"material"`, `"labor"`, `"shipping"`, etc.) or `null`

quote.sent

When This Happens: You send a quote to a customer.

Use cases:

Notify your team that a quote was sent
Start a follow-up reminder sequence
Create/update a deal in your CRM with quote details
Send an internal notification to sales manager

Example Data:

Note: This is example data for reference. You don't need to understand JSON to use ActivePieces - just copy the field names you need.

{
  "version": "1.0",
  "eventType": "quote.sent",
  "timestamp": 1704556800000,
  "orgLocale": "nl",
  "customerLocale": "en",
  "organization": {
    "id": "abc123",
    "name": "Facade Solutions Inc.",
    "slug": "facade-solutions",
    "email": "[email protected]",
    "phone": "+31201234567",
    "logoUrl": "https://storage.example.com/logo.png"
  },
  "data": {
    "quote": {
      "id": "quote_789",
      "number": "Q-2024-0001",
      "version": 1,
      "viewToken": "vw_xyz123abc"
    },
    "submission": {
      "id": "sub_456xyz",
      "templateName": "Modern Glass Facade",
      "dimensions": {
        "width": 5000,
        "height": 3000
      }
    },
    "customer": {
      "name": "John Smith",
      "email": "[email protected]",
      "phone": "+31612345678",
      "companyName": "Smith Construction",
      "address": "Main Street 123",
      "postalCode": "1234 AB",
      "city": "Amsterdam",
      "country": "Netherlands"
    },
    "pricing": {
      "subtotal": 12479.00,
      "taxRate": 20,
      "taxAmount": 2521.00,
      "total": 15000.00,
      "currency": "EUR",
      "currencySymbol": "€"
    },
    "lineItems": [
      {
        "description": "Glass panels - 6mm tempered",
        "quantity": 12,
        "unitPrice": 500.00,
        "total": 6000.00,
        "itemType": "material"
      }
    ],
    "validity": {
      "validUntil": 1707148800000,
      "validUntilFormatted": "05-02-2024"
    },
    "notes": "Installation requires scaffolding.",
    "terms": "Payment due within 14 days of acceptance.",
    "urls": {
      "viewQuote": "https://app.winfactor.com/quote/view/vw_xyz123abc",
      "pdfDownload": null
    },
    "sentTo": ["[email protected]", "[email protected]"]
  }
}

What Each Field Means:

Field	What It Means
`data.quote.viewToken`	Token for public quote access
`data.submission.templateName`	Name of the product template
`data.submission.dimensions.width`	Width in millimeters
`data.submission.dimensions.height`	Height in millimeters
`data.customer.address`	Customer's address (null if not provided)
`data.customer.postalCode`	Postal/ZIP code (null if not provided)
`data.customer.city`	City (null if not provided)
`data.customer.country`	Country (null if not provided)
`data.pricing.subtotal`	Subtotal as decimal
`data.pricing.taxRate`	Tax percentage (e.g., `20` = 20%)
`data.pricing.taxAmount`	Tax amount as decimal
`data.pricing.currencySymbol`	Symbol for display (`"€"`, `"$"`, `"£"`, `"Fr"`)
`data.validity.validUntil`	When quote expires (timestamp)
`data.validity.validUntilFormatted`	Expiry date in DD-MM-YYYY format
`data.notes`	Notes added to the quote (null if not provided)
`data.terms`	Payment terms (null if not provided)
`data.urls.viewQuote`	Public URL for customer to view quote
`data.urls.pdfDownload`	PDF download URL (if available)
`data.sentTo`	List of email addresses quote was sent to

quote.viewed

When This Happens: A customer opens a quote link (fires only once - the first time they view it).

Use cases:

Notify sales team that customer is interested
Start a follow-up sequence ("I see you viewed our quote...")
Update CRM deal stage to "Quote Viewed"

Example Data:

Note: This is example data for reference. You don't need to understand JSON to use ActivePieces - just copy the field names you need.

{
  "version": "1.0",
  "eventType": "quote.viewed",
  "timestamp": 1704556800000,
  "orgLocale": "nl",
  "customerLocale": "en",
  "organization": {
    "id": "abc123",
    "name": "Facade Solutions Inc.",
    "slug": "facade-solutions",
    "email": "[email protected]",
    "phone": "+31201234567",
    "logoUrl": "https://storage.example.com/logo.png"
  },
  "data": {
    "quote": {
      "id": "quote_789",
      "number": "Q-2024-0001",
      "total": 15000.00,
      "currency": "EUR"
    },
    "customer": {
      "name": "John Smith",
      "email": "[email protected]"
    },
    "viewedAt": 1704556800000,
    "urls": {
      "quoteDetail": "https://app.winfactor.com/quotes/quote_789"
    }
  }
}

What Each Field Means:

Field	What It Means
`data.viewedAt`	When the customer viewed the quote
`data.quote.number`	Quote number for easy reference
`data.quote.total`	Total value as decimal
`data.quote.currency`	Currency code

quote.accepted

When This Happens: A customer accepts and signs a quote.

Use cases:

Notify your team to start production
Create an order in your ERP system
Send a confirmation email to the customer
Update CRM deal to "Closed Won"
Trigger project management workflows

Example Data:

Note: This is example data for reference. You don't need to understand JSON to use ActivePieces - just copy the field names you need.

{
  "version": "1.0",
  "eventType": "quote.accepted",
  "timestamp": 1704556800000,
  "orgLocale": "nl",
  "customerLocale": "en",
  "organization": {
    "id": "abc123",
    "name": "Facade Solutions Inc.",
    "slug": "facade-solutions",
    "email": "[email protected]",
    "phone": "+31201234567",
    "logoUrl": "https://storage.example.com/logo.png"
  },
  "data": {
    "quote": {
      "id": "quote_789",
      "number": "Q-2024-0001",
      "version": 1,
      "total": 15000.00,
      "currency": "EUR",
      "currencySymbol": "€"
    },
    "customer": {
      "name": "John Smith",
      "email": "[email protected]",
      "phone": "+31612345678",
      "companyName": "Smith Construction"
    },
    "acceptance": {
      "acceptedAt": 1704556800000,
      "acceptedByName": "John Smith",
      "ipAddress": "203.0.113.42",
      "userAgent": "Mozilla/5.0 (Windows NT 10.0; Win64; x64)..."
    },
    "urls": {
      "quoteDetail": "https://app.winfactor.com/quotes/quote_789",
      "submissionDetail": "https://app.winfactor.com/submissions/sub_456xyz"
    }
  }
}

What Each Field Means:

Field	What It Means
`data.acceptance.acceptedAt`	When the quote was accepted
`data.acceptance.acceptedByName`	Name of person who accepted (null if not provided)
`data.acceptance.ipAddress`	IP address of the acceptor (for audit trail)
`data.acceptance.userAgent`	Browser/device information
`data.urls.submissionDetail`	Link to the original submission

quote.rejected

When This Happens: A customer rejects a quote.

Use cases:

Notify sales team to follow up
Update CRM deal to "Closed Lost"
Send a feedback request email
Log rejection reason for analysis

Example Data:

Note: This is example data for reference. You don't need to understand JSON to use ActivePieces - just copy the field names you need.

{
  "version": "1.0",
  "eventType": "quote.rejected",
  "timestamp": 1704556800000,
  "orgLocale": "nl",
  "customerLocale": "en",
  "organization": {
    "id": "abc123",
    "name": "Facade Solutions Inc.",
    "slug": "facade-solutions",
    "email": "[email protected]",
    "phone": "+31201234567",
    "logoUrl": "https://storage.example.com/logo.png"
  },
  "data": {
    "quote": {
      "id": "quote_789",
      "number": "Q-2024-0001",
      "total": 15000.00,
      "currency": "EUR"
    },
    "customer": {
      "name": "John Smith",
      "email": "[email protected]"
    },
    "rejection": {
      "rejectedAt": 1704556800000,
      "reason": "Price is too high. We found a cheaper alternative.",
      "ipAddress": "203.0.113.42",
      "userAgent": "Mozilla/5.0 (Windows NT 10.0; Win64; x64)..."
    },
    "urls": {
      "quoteDetail": "https://app.winfactor.com/quotes/quote_789"
    }
  }
}

What Each Field Means:

Field	What It Means
`data.rejection.rejectedAt`	When the quote was rejected
`data.rejection.reason`	Customer's reason for rejecting (null if not provided)
`data.rejection.ipAddress`	IP address for audit trail
`data.rejection.userAgent`	Browser/device information

quote.expiring_soon

When This Happens: A quote is about to expire in 3 days. This check runs daily at 9 AM UTC.

Use cases:

Send a reminder email to the customer
Notify sales to follow up before expiry
Update CRM with upcoming expiry alert

Example Data:

Note: This is example data for reference. You don't need to understand JSON to use ActivePieces - just copy the field names you need.

{
  "version": "1.0",
  "eventType": "quote.expiring_soon",
  "timestamp": 1704556800000,
  "orgLocale": "nl",
  "customerLocale": "en",
  "organization": {
    "id": "abc123",
    "name": "Facade Solutions Inc.",
    "slug": "facade-solutions",
    "email": "[email protected]",
    "phone": "+31201234567",
    "logoUrl": "https://storage.example.com/logo.png"
  },
  "data": {
    "quote": {
      "id": "quote_789",
      "number": "Q-2024-0001",
      "total": 15000.00,
      "currency": "EUR",
      "currencySymbol": "€",
      "viewToken": "vw_xyz123abc"
    },
    "customer": {
      "name": "John Smith",
      "email": "[email protected]"
    },
    "expiry": {
      "validUntil": 1704816000000,
      "validUntilFormatted": "08-02-2024",
      "daysRemaining": 3
    },
    "urls": {
      "viewQuote": "https://app.winfactor.com/quote/view/vw_xyz123abc"
    }
  }
}

What Each Field Means:

Field	What It Means
`data.expiry.validUntil`	When the quote expires (timestamp)
`data.expiry.validUntilFormatted`	Expiry date in DD-MM-YYYY format
`data.expiry.daysRemaining`	Always `3` (this event fires 3 days before expiry)
`data.urls.viewQuote`	Public URL for the quote

quote.expired

When This Happens: A quote has expired (check runs every 6 hours).

Use cases:

Archive expired quotes in your CRM
Send a "would you like to renew?" email
Update internal reporting

Example Data:

Note: This is example data for reference. You don't need to understand JSON to use ActivePieces - just copy the field names you need.

{
  "version": "1.0",
  "eventType": "quote.expired",
  "timestamp": 1704556800000,
  "orgLocale": "nl",
  "customerLocale": "en",
  "organization": {
    "id": "abc123",
    "name": "Facade Solutions Inc.",
    "slug": "facade-solutions",
    "email": "[email protected]",
    "phone": "+31201234567",
    "logoUrl": "https://storage.example.com/logo.png"
  },
  "data": {
    "quote": {
      "id": "quote_789",
      "number": "Q-2024-0001",
      "total": 15000.00,
      "currency": "EUR"
    },
    "customer": {
      "name": "John Smith",
      "email": "[email protected]"
    },
    "expiry": {
      "validUntil": 1704556800000,
      "expiredAt": 1704556800000
    },
    "urls": {
      "quoteDetail": "https://app.winfactor.com/quotes/quote_789"
    }
  }
}

What Each Field Means:

Field	What It Means
`data.expiry.validUntil`	When the quote was set to expire
`data.expiry.expiredAt`	When the expiry was detected

lead.created

When This Happens: Someone submits a contact form through your organization's public page.

Use cases:

Notify sales team of new lead
Create lead in CRM
Send auto-responder email
Post to a Slack channel for quick follow-up

Example Data:

Note: This is example data for reference. You don't need to understand JSON to use ActivePieces - just copy the field names you need.

{
  "version": "1.0",
  "eventType": "lead.created",
  "timestamp": 1704556800000,
  "orgLocale": "nl",
  "customerLocale": "nl",
  "organization": {
    "id": "abc123",
    "name": "Facade Solutions Inc.",
    "slug": "facade-solutions",
    "email": "[email protected]",
    "phone": "+31201234567",
    "logoUrl": null
  },
  "data": {
    "lead": {
      "id": "lead_123",
      "createdAt": 1704556800000
    },
    "contact": {
      "name": "Jane Johnson",
      "email": "[email protected]",
      "phone": "+31698765432",
      "message": "Hi, we're interested in your glass facades for a new project. Can you send us a catalog?",
      "messagePreview": "Hi, we're interested in your glass facades for a new project. Can you send..."
    },
    "urls": {
      "leadsPage": "https://app.winfactor.com/leads"
    }
  }
}

What Each Field Means:

Field	What It Means
`data.lead.id`	Unique ID of the lead
`data.lead.createdAt`	When the lead was created
`data.contact.name`	Contact person's name
`data.contact.email`	Contact's email
`data.contact.phone`	Phone number (null if not provided)
`data.contact.message`	Full message from contact form
`data.contact.messagePreview`	First 100 characters of message
`data.urls.leadsPage`	Link to leads page in WinFactor

More Integration Examples

Here are more ways to use WinFactor events in ActivePieces with popular services.

Slack: Notifications for Accepted and Rejected Quotes

Get notified in Slack when quotes are accepted or rejected.

Steps:

In your Router, add a branch for quote.accepted

Add a Slack action with this message:

Quote accepted!
Number: {{ trigger['body']['data']['quote']['number'] }}
Customer: {{ trigger['body']['data']['customer']['name'] }}
Total: {{ trigger['body']['data']['quote']['currencySymbol'] }}{{ trigger['body']['data']['quote']['total'] }}

Add another branch for quote.rejected with:

Quote rejected
Number: {{ trigger['body']['data']['quote']['number'] }}
Customer: {{ trigger['body']['data']['customer']['name'] }}
Reason: {{ trigger['body']['data']['rejection']['reason'] }}

HubSpot: Create Deals from Quotes

Create a new deal in HubSpot when a quote is sent, then update it when accepted.

Branch for quote.sent:

Create a HubSpot deal with:
- Name: Use the quote number and customer name from the event data
- Amount: Use trigger['body']['data']['pricing']['total']
- Stage: "Quote Sent"

Branch for quote.accepted:

Find the deal by quote ID
Update the deal stage to "Closed Won"

Email: Automated Follow-Up

Send a follow-up email 3 days after a quote is sent.

Steps:

In the quote.sent branch, add a delay step
Add an email action with:
- To: Use trigger['body']['data']['customer']['email']
- Subject: Include the quote number from the event
- Body: Include the quote link from trigger['body']['data']['urls']['viewQuote']

Google Sheets: Log All Submissions

Keep a record of all submissions in a Google Sheet.

Branch for submission.created:

Add a row to your sheet with:
- Date: Use trigger['body']['timestamp']
- Customer: Use trigger['body']['data']['customer']['name']
- Email: Use trigger['body']['data']['customer']['email']
- Template: Use trigger['body']['data']['template']['name']
- Dimensions: Combine width and height from the configuration

Microsoft Teams: High-Value Quote Alerts

Post to Teams when a quote over a certain amount is accepted.

Steps:

In the quote.accepted branch, add a condition
Check if total amount is greater than your threshold
Post a message with quote details and link

Quick Reference

Event Type	When It Fires	Key Data Available	Common Use Cases
`submission.created`	Customer submits configuration	Customer info, template, dimensions	Create CRM lead, notify sales team
`quote.created`	Team creates quote	Quote number, line items, total	Internal notification, task creation
`quote.sent`	Quote sent to customer	Full quote details, pricing, validity	Update CRM, start follow-up sequence
`quote.viewed`	Customer opens quote (first time)	Quote number, customer, total	Notify sales, update deal stage
`quote.accepted`	Customer accepts quote	Quote details, acceptance info	Start production, create order, "Closed Won"
`quote.rejected`	Customer rejects quote	Quote details, rejection reason	Follow up, update CRM, analyze feedback
`quote.expiring_soon`	3 days before expiry (daily check)	Quote details, expiry date	Send reminder, notify sales
`quote.expired`	Quote has expired (every 6 hours)	Quote details, expiry info	Archive, renewal offer
`lead.created`	Contact form submitted	Contact info, message	Create lead, auto-responder, Slack notification

Tips

Use a Router: Add a Router step to handle different event types in branches
Test your workflows: Use the example data in this document to test before going live
Check for empty fields: Some fields may be empty - check before using them in your workflow
Format dates: Convert timestamps to readable dates using date formatting
Format currency: Combine the symbol and amount from the event data
Handle errors: Add error handling steps to catch and log any issues
Use branches: Each event type gets its own branch in the Router
Remember information: Use ActivePieces memory to track information between events (like which quotes have been viewed)

ActivePieces Integration

ActivePieces User Guide: Event Data & Integrations

Table of Contents

Quick Start: Slack Notification

How It Works

What Every Event Contains

Key Information

Your Organization Information

Understanding Each Event Type

submission.created

quote.created

quote.sent

quote.viewed

quote.accepted

quote.rejected

quote.expiring_soon

quote.expired

lead.created

More Integration Examples

Slack: Notifications for Accepted and Rejected Quotes

HubSpot: Create Deals from Quotes

Email: Automated Follow-Up

Google Sheets: Log All Submissions

Microsoft Teams: High-Value Quote Alerts

Quick Reference

Tips

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