Developer Docs
What’s covered here
These docs are for developers who want to:- Embed widgets on a website to capture leads into Financely
- Receive webhook events when submissions, invoices, or leads are created
- Automate workflows triggered by events inside Financely
Financely does not currently have a public REST API. All external integration is done through the widget embed system, webhooks, and the workflow engine. If you need deeper API access, contact support.
Sections
Widget Overview
Understand the widget data model — definitions, pages, blocks, versions, and the submission pipeline.
Embed a Widget
The full embed script reference — attributes, CSP requirements, and platform-specific guides.
Widget Submissions
What happens when a form is submitted — the full server-side flow, input schema, and security model.
Webhooks
Receive real-time event payloads at your endpoint. Signature verification, retry behaviour, and full payload schemas.
Workflows
All available trigger events, the HTTP request step, template variables, and the manual trigger endpoint.
Quick orientation
Widget embed — you build a form in the Financely UI, copy a<script> tag, paste it on your site. Done. Submissions create leads automatically.
Webhooks — configure an HTTPS endpoint in Integrations → Automations. Financely POSTs a JSON payload to that URL on each submission event.
Workflows — build automations inside Financely that fire on any platform event (invoice paid, lead created, etc.) and execute HTTP requests, send emails, or chain conditional logic.