# Introw Docs - [Product (504 pages)](https://docs.introw.io/_llms/product.md): Documentation for Product. ## Release notes ### Release notes - [Release notes](https://docs.introw.io/release-notes/index.md): What's new in Introw, month by month: customer-facing features, product updates, and CRM-native changes that shipped, each linked to the deeper docs. - [What's next](https://docs.introw.io/whats-next.md): Where Introw is heading and why: the directions that decide what we build next, tied to the bets behind the product. Direction, not dates. - [September 2026](https://docs.introw.io/release-notes/2026-09.md): September 2026 releases: Introw Pay settles a whole payout batch from one invoice, per-property visibility on shared pipelines, a rebuilt form Automation tab with three approval modes, the Introw bot in Microsoft Teams, and agents that update deals through your own action buttons. - [August 2026](https://docs.introw.io/release-notes/2026-08.md): August 2026 releases: the Workflows canvas, conditional visibility on forms and shared deals, persisted segment membership, one organisation-wide default for permissions and notifications, per-platform partner chat, CRM-backed MDF objects, free API credits on every plan, AI-generated images on every… - [July 2026](https://docs.introw.io/release-notes/2026-07.md): July 2026 release: the in-CRM partner experience extended to your partners' own tools, a rebuilt join flow, partners co-selling with you on one shared deal from their own CRM, and AI-assisted certificates and MDF. - [June 2026](https://docs.introw.io/release-notes/2026-06.md): June 2026 release: segments replace per-contact roles as the audience model, partner teams go multi-person, the first public API ships, and commissions bill. - [May 2026](https://docs.introw.io/release-notes/2026-05.md): Saved filters become one reusable segment layer, affiliate programs join the mix, and partners and your team collaborate on the same deal record. - [April 2026](https://docs.introw.io/release-notes/2026-04.md): Granular team permissions, role-based scoped notifications, multilingual for every organisation, and performance built for programs at scale. - [March 2026](https://docs.introw.io/release-notes/2026-03.md): Reporting goes fully live, the portal starts speaking your partners' languages, and AI deal coaching turns proactive with Slack nudges. - [February 2026](https://docs.introw.io/release-notes/2026-02.md): AI deal coaching arrives on every partner deal, task templates become guided journeys, and the portal builder gets a no-code branding refresh. - [January 2026](https://docs.introw.io/release-notes/2026-01.md): Multi-currency for partners, richer CPQ pricing, and CRM-driven audience visibility: the groundwork for running larger, more global partner programs. ### Spotlights - [Pipeline rules](https://docs.introw.io/release-notes/pipeline-rules.md): Conditional form fields plus conditional action buttons let you express a real rule on a shared pipeline: which stages a partner may set, what they must explain, and when the button is offered at all. - [Segment defaults and overrides](https://docs.introw.io/release-notes/segment-defaults-and-overrides.md): Partner permissions and notifications now start from one organisation-wide default, and a segment changes them only when you turn on an override. What changed, what we migrated for you, and what to check. - [Consent-aware email tracking](https://docs.introw.io/release-notes/consent-aware-email-tracking.md): France and Italy require recipient consent for email open and click tracking. Introw applies it automatically, with no setup and full analytics elsewhere. - [Roles are now segments](https://docs.introw.io/release-notes/roles-are-now-segments.md): How partner contact roles became segments in Introw: what changed, why, and how to handle permissions, notifications, CRM-driven access, and announcements. ## API Reference ### v1 #### INTROW API - [Introduction](https://docs.introw.io/general/introduction.md): Build integrations with the Introw API - manage partner data, sync commission payouts, embed the partner portal, and record affiliate conversions. - [Authentication](https://docs.introw.io/general/authentication.md): Create Introw API keys, choose scopes, and authenticate REST API requests using the x-api-key header, with guidance on rotation and safe key handling. - [API credits](https://docs.introw.io/general/api-credits.md): Every Introw plan includes a free monthly allowance of API credits. Learn what spends a credit, how to read your usage, and what happens when the allowance runs out. #### Use cases - [Form submissions](https://docs.introw.io/general/forms-overview.md): Submit any Introw form headlessly from anywhere: your product, a partner's system, an internal tool, a script, or an agent, with the same automations. - [Comments & nudges](https://docs.introw.io/general/collaboration-overview.md): Post a comment on any partner, deal, task, submission, or payout from your own systems - and reach the partner on the channel they already use. - [Embedded portal](https://docs.introw.io/general/embed-overview.md): Embed the Introw partner portal inside your own product via iframe with pre-authenticated, single-use portal session URLs and no separate login. - [Affiliate conversions](https://docs.introw.io/general/affiliate-overview.md): Attribute affiliate conversions to partner clicks with signed server-side tokens, reporting from your backend or the browser via the Introw API. - [Commissions](https://docs.introw.io/general/commission-overview.md): Sync partner commission payouts and line items bidirectionally between Introw and your finance software like NetSuite or Xero via the Introw API. #### Partner API - [List partners](https://docs.introw.io/api-reference/partners/list-partners.md): Returns partners for the organisation resolved from the authenticated API key. - [Get a partner](https://docs.introw.io/api-reference/partners/get-a-partner.md): Returns a single partner, scoped to the authenticated API key organisation. - [Create a partner](https://docs.introw.io/api-reference/partners/create-a-partner.md): Creates a partner in the organisation resolved from the authenticated API key. - [Update a partner](https://docs.introw.io/api-reference/partners/update-a-partner.md): Updates allowed public partner fields in the authenticated API key organisation. #### Forms API - [Get a form schema](https://docs.introw.io/api-reference/forms/get-a-form-schema.md): Returns the form's submittable fields: the field id to use as the payload key, the label, whether the field is required, the value shape to send, and (for picklists) the allowed values. Call this before `POST /api/v1/forms/{formId}/submissions` instead of copying field ids out of the Introw UI by ha… - [Submit a form](https://docs.introw.io/api-reference/forms/submit-a-form.md): Submits an Introw form (deal registration, lead share, onboarding, feedback, …) server-to-server. The payload is validated against the form's field definitions and runs the exact same pipeline as a partner filling in the form on the portal: CRM object automations, the form's acceptance flow, notific… #### CRM API - [Sync a CRM object](https://docs.introw.io/api-reference/crm/sync-a-crm-object.md): **You usually do not need this.** Introw already syncs every connected CRM object automatically about every 15 minutes, so any change made in your CRM is reflected in Introw within the next sync window without any action on your part. #### Commission payouts API - [List payouts](https://docs.introw.io/api-reference/payouts/list-payouts.md): Returns commission payouts for the organisation resolved from the authenticated API key. Use filters to pull payouts ready for your finance workflow. - [Get a payout](https://docs.introw.io/api-reference/payouts/get-a-payout.md): Returns a single commission payout by id, scoped to the authenticated API key organisation. - [Update a payout](https://docs.introw.io/api-reference/payouts/update-a-payout.md): Update payout fields from your finance software. Set the stage to reflect your approval, scheduling, and payment workflow, and attach a partner purchase order number. #### Commission lines API - [List commission lines](https://docs.introw.io/api-reference/commission-lines/list-commission-lines.md): Returns commission lines for the organisation resolved from the authenticated API key. Filter by partner, payout, or status. - [Create a commission line](https://docs.introw.io/api-reference/commission-lines/create-a-commission-line.md): Creates a commission line for a partner. Omit `payoutId` to create a pending line that a future payout batch can pick up, or pass `payoutId` to attach the line to an existing payout immediately. - [Get a commission line](https://docs.introw.io/api-reference/commission-lines/get-a-commission-line.md): Returns a single commission line by id, scoped to the authenticated API key organisation. - [Update a commission line](https://docs.introw.io/api-reference/commission-lines/update-a-commission-line.md): Updates a commission line's amount, currency, description, source amount, or internal note. Voided lines cannot be edited. - [Decline a commission line](https://docs.introw.io/api-reference/commission-lines/decline-a-commission-line.md): Soft-deletes (voids) a commission line attached to a payout, with a categorised reason. If the payout becomes empty as a result, it is automatically declined. Returns 422 when the line is not attached to a payout. - [Detach a commission line](https://docs.introw.io/api-reference/commission-lines/detach-a-commission-line.md): Detaches a commission line from its payout and returns it to the pending pool so it can be picked up by a future payout batch. Returns 422 when the line is not attached to a payout. #### Collaboration API - [Create a comment](https://docs.introw.io/api-reference/collaboration/create-a-comment.md): Posts a comment on a partner's timeline: the same comment your team and partners see in the partner portal, the CRM embed, and email/Slack notifications. This is the in-app comment composer over the API: plain-text, Markdown, or HTML comments (HTML is converted server-side), `@Name` / `@email` menti… #### Embed API - [Create a portal session](https://docs.introw.io/api-reference/auth/create-a-portal-session.md): Creates a pre-authenticated partner portal URL for a visitor email. This is the foundation of the **embedded portal experience**: show Introw directly inside your own product with one login and full branding. #### Affiliate API - [Record an affiliate conversion](https://docs.introw.io/api-reference/affiliate/record-an-affiliate-conversion.md): Records an affiliate conversion and creates the campaign form submission it maps to. - [Redirect a legacy (PartnerStack) link](https://docs.introw.io/api-reference/affiliate/redirect-a-legacy-partnerstack-link.md): Backwards-compatible redirect for links created in a previous affiliate tool (e.g. PartnerStack) that were migrated into Introw. During a migration every old link is mapped to its newly generated Introw affiliate link. Point your old links at this endpoint with a redirect rule on your side; Introw r… ## Other - [AGENTS](https://docs.introw.io/AGENTS.md) - [Create and manage API keys](https://docs.introw.io/features/developer/api/guides/create-and-manage-api-keys.md): Create a scoped, time-limited Introw API key for an integration, capture its one-time secret safely, and revoke the key when it is no longer needed. - [Nudge partners at scale via the API](https://docs.introw.io/features/developer/api/guides/nudge-partners-at-scale-via-the-api.md): Post comments on partners, deals, tasks, submissions, and payouts from your own systems or an agent to nudge partners on the channels they already use. - [API Keys & REST API](https://docs.introw.io/features/developer/api/index.md): Public REST API and scoped, revocable API keys to read and write partners, commissions, payouts, form submissions, and comments from your own systems. - [API Keys & REST API](https://docs.introw.io/features/developer/api/technical/index.md): Create scoped API keys, set permissions and expiry, and revoke keys in Introw - then build against the public REST API documented in the API Reference. - [Attribute deals to partners](https://docs.introw.io/features/integrations/crm/attribution.md): Pick your CRM to see every way to link and attribute deals to partners and how to configure it - HubSpot or Salesforce - out of the box. - [The ROI of Introw](https://docs.introw.io/roi.md): Where the ROI on Introw comes from: more partner-attached pipeline, faster activation and onboarding, lower cost to run, and protected margin, by value lever. - [AI-native](https://docs.introw.io/why/ai-native.md): AI agents automate partner registration, follow-ups, content drafting, coaching, and support across the lifecycle, with humans in the loop. - [CRM as the system of record](https://docs.introw.io/why/crm-native.md): Run your partner program inside HubSpot or Salesforce with two-way CRM sync, so there is nothing to migrate and nothing to reconcile later. - [Enterprise-grade](https://docs.introw.io/why/enterprise-grade.md): Scale partner programs to thousands of partners with SAML/OIDC SSO, SCIM, role-scoped access, content governance, and segmentation at every layer. - [Low total cost of ownership](https://docs.introw.io/why/low-tco.md): Run a low-cost partner program where forms, portals, content, roles, and automations change with no code, no consultants, and no dev tickets. - [Time to value](https://docs.introw.io/why/time-to-value.md): A partner program goes live in weeks, not quarters. Setup is configuration, not construction - no middleware to wire up and no custom build. - [Work where you already are](https://docs.introw.io/why/work-where-you-are.md): Partners and teams work in CRM, Slack, Teams, email, and AI assistants they already use, so the portal is one surface among many, not the only door. ## OpenAPI Specs - [openapi](/openapi.json) > The links below point to documentation indexes. Follow each `/_llms/` index recursively until you reach documentation pages. ## Indexes - [Product (504 pages)](https://docs.introw.io/_llms/product.md): Documentation for Product. - [Product / Get started (71 pages)](https://docs.introw.io/_llms/product/get-started.md): Documentation for Product / Get started. - [Product / Partner Portal & Branding (37 pages)](https://docs.introw.io/_llms/product/partner-portal-and-branding.md): Documentation for Product / Partner Portal & Branding. - [Product / Integrations (46 pages)](https://docs.introw.io/_llms/product/integrations.md): Documentation for Product / Integrations.