> ## Documentation Index
> Fetch the complete documentation index at: https://docs.prophic.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect Prophic to Your CRM, Portal, or Automation

> Use API keys and webhooks to run Quick Quotes from any external system and get notified when Prophic finishes each pipeline step.

Prophic integrations let you start Quick Quotes from outside the web app, then either wait for webhook notifications or poll for status. The same AI pipeline runs behind the scenes, so the proposal you get back is identical to a UI-generated one.

Use this when you want to:

* Kick off a Quick Quote from your CRM the moment an RFP lands.
* Feed briefs from a customer portal or intake form into Prophic automatically.
* Trigger downstream automation (Slack alerts, Notion entries, deal-stage updates) when a proposal is ready.

## How it fits together

<CardGroup cols={2}>
  <Card title="API Keys" icon="key" href="/integrations/api-keys">
    Create a key from Account, then call the integrations API with `X-API-Key`.
  </Card>

  <Card title="Webhooks" icon="webhook" href="/integrations/webhooks">
    Get notified when pipeline steps finish, without polling.
  </Card>

  <Card title="API Reference" icon="code" href="/integrations/api-reference">
    Full contracts for the partner integrations and webhook config APIs.
  </Card>

  <Card title="Quick Quotes" icon="bolt" href="/guides/quick-quotes">
    Learn the product flow that runs behind every headless quote.
  </Card>
</CardGroup>

<Info>
  **Headless Quote.** A Quick Quote started with an API key instead of the web app. It runs the same pipeline; only the `source` field is stored as `api_key` so webhooks can tell partner traffic apart from UI activity.
</Info>

## Typical flow

<Steps>
  <Step title="Create an API key">
    Open **Account → API Keys**, name the key (for example `Salesforce production`), set an expiry, and copy the `pk_...` value once. Store it in your secret manager.
  </Step>

  <Step title="Start a Quick Quote">
    `POST /v1/integrations/quotations` with `requirementsText` and/or up to five files. You get back a `202` and a `quotation_id` immediately.
  </Step>

  <Step title="Wait for webhooks or poll status">
    Subscribe to events like `quotation.proposal.completed` or call `GET /v1/integrations/quotations/:id` and `/pipeline` on an interval.
  </Step>

  <Step title="Fetch the proposal">
    When the proposal is ready, call `GET /v1/integrations/quotations/:id/proposal`, then `GET /v1/integrations/proposals/:id/document-url` for a short-lived download URL.
  </Step>
</Steps>

## What you need

* An organization in Prophic.
* Permission to create your own API keys. Every org member has this by default.
* **Manage integrations** (`manage_integrations`) if you will configure webhooks or manage other people's keys. Org admins have it by default.
* An HTTPS URL that can receive `POST` requests, if you plan to use webhooks.

## Design principles

* **Async by default.** The integrations path never blocks; every start returns `202` and you receive results via webhooks or polling.
* **Lean webhook payloads.** Bodies carry IDs and status only, never the full proposal. Fetch the details through the API after a notification.
* **Scoped by key.** Every request is scoped to the organization the key belongs to. Client-supplied organization IDs are ignored.

## Next steps

<CardGroup cols={2}>
  <Card title="Create your first API key" icon="key" href="/integrations/api-keys">
    Set up authentication for a headless integration.
  </Card>

  <Card title="Configure webhooks" icon="webhook" href="/integrations/webhooks">
    Receive pipeline notifications and verify signatures.
  </Card>
</CardGroup>


## Related topics

- [Create and Manage Prophic API Keys](/integrations/api-keys.md)
- [27 Client Discovery Questions Before You Quote a Project](/resources/discovery-questions.md)
- [Export Branded Proposals from the Summary Stage](/guides/exporting-proposals.md)
- [Proposal Templates: Branded PDF and DOCX Layouts](/setup/proposal-templates.md)