Portfolio Desk
User guide
Administration 5 min read

API keys & webhooks

The API and webhooks are on every paid plan, not held back for enterprise. If the product is going to be the system of record, getting data in and out cannot be a negotiation.

  1. 1

    Issue API keys

    Scoped keys, shown once, revocable. Usage is attributable to the key rather than to a shared login.

    API keys management page
    A real screen from the running product, captured against a demo portfolio.
  2. 2

    Subscribe to events

    Webhooks push events as they happen, with delivery logged and failures retried automatically rather than silently dropped.

    Webhook subscriptions with delivery history
    A real screen from the running product, captured against a demo portfolio.

Used alongside

Integrations

Accounting, banking, payments, screening and messaging connections.
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