Integrations

Integrations

Quickfire centralizes integrations through a shared lockbox pattern (IntegrationKeyValues + typed providers). All configuration happens inside the app, so production teams can rotate keys without redeploying.

Plugin Lockbox & Providers

• Domain/Integrations/Services/IntegrationKeyValueService.cs provides encrypted CRUD APIs
• Providers (e.g., DocuSignSettingsProvider, RingCentralSettingsProvider, EPayPolicySettingsProvider) cache values using IMemoryCache
• Admin UI lives under Profile → Integrations; saving values invalidates provider caches

Telephony – RingCentral

• Features: call log feed, recordings, SMS conversations, incoming-call toast with client deep links, click-to-dial
• Server: Domain/Chat/Services/ChatService.RingCentral.cs, Quickfire.Gateway/Controllers/SmsWebhookController.cs
• UI: Domain/Chat/Components/ChopperMessaging.razor, Domain/Clients/Components/ClientCallTranscriptions.razor
• Tray: Quickfire.Tray/System/SystemTray.cs shows Windows toasts + deep links

Payments – ePayPolicy

• Features: recent payment widget, instant paylink builder with policy prefill, logging for audits
• Server: Domain/Integrations/ePayPolicy/EPayPolicyService.cs, Domain/Shared/Services/StateService.RefreshRecentPaymentsAsync
• UI: Domain/Home/Components/RecentPayments.razor, Domain/Shared/Components/PaylinkBuilder.razor

DocuSign

• Features: envelope history on Homepage + clients, send proposals/certs with dynamic reminders
• Server: Domain/Integrations/DocuSign/DocuSignService.cs + typed provider, DocuSignEnvelopeRefreshWorker
• UI: Domain/Home/Components/DocuSignEnvelopeList.razor, Domain/Renewals/Components/DocuSignSendDialog.razor

Microsoft Graph / Outlook Web

• Pulls recent emails per client contact, supports search + multi-mailbox scenarios
• Domain/Integrations/Graph/Services/GraphService.cs, components under Domain/Integrations/Graph/Components

Outlook Desktop Add-in + Tray

• Quickfire.Tray exposes Ember commands (Outlook search, Word text extraction, Windows notifications)
• Quickfire.Desktop hosts the Blazor app locally and opens the tray app automatically
• Ember messaging handled via Surefire.Hubs.EmberHub on the Blazor host

External Renewal Portal

• Domain/Integrations/ExternalPortal + ExternalPortalService expose secure renewal update forms for clients
• Gateway receives portal submissions and writes back to renewals via RenewalUpdateService

AI Stack

• Semantic Kernel: OpenAIAgent + NavigationAgent use OpenAI gpt-4.1 and Qdrant vectors
• OpenAIPro: strict-schema flows for SmartPaste, Proposler, and other JSON-first automation lives in Domain/Shared/Services/OpenAIPro.cs
• Voice: TranscriptionService + VoiceRecordingService handle microphone input for Enhanced AI Chat

Azure Form Recognizer & Document Intelligence

• Wired via Domain/Integrations/FormRecognition to augment PDF ingestion (Proposler + SmartPaste)

Desktop & Gateway interplay

• Desktop MAUI host ensures offline/local deployments keep running even when IIS is unavailable
• Gateway handles inbound webhooks (RingCentral SMS/calls, Blastmail tracking) and relays them via SignalR to the main app

See integrations/Integration-Architecture for deeper technical patterns and System-Architecture for how each project communicates.