Confido Core - Confido Legal Docs

Setup & Configuration

1. Confido Settings (Custom Setting)

Settings__c — Hierarchy Custom Setting. Configure at Setup → Custom Settings → Confido Settings → Manage.

Field	API Name	Description
Confido API Token	`ApiToken__c`	Your Confido API key. Required for all API calls.
Confido Webhook Secret	`WebhookSecret__c`	HMAC secret for verifying incoming webhooks.
Production Environment	`ProductionEnvironment__c`	Checkbox. Checked = `api.gravity-legal.com`; unchecked = `api.sandbox.gravity-legal.com`.

2. Remote Site Settings

Pre-configured; both active by default:

production → https://api.gravity-legal.com
sandbox → https://api.sandbox.gravity-legal.com

3. Webhook Configuration

Point your Confido webhook to:

https://<your-salesforce-domain>/services/apexrest/confido_core/webhook

The endpoint verifies the X-SIGNATURE header using HMAC-SHA512 with your WebhookSecret__c. Must be exposed via a Salesforce Site or Community (public REST resource).

4. Sync Bank Accounts

Bank accounts are managed in Confido, not Salesforce. Sync them before creating payment links using the LWC button or the invocable action.

Client__c

Field	Description
`Name`	Client name (synced to Confido)
`ConfidoId__c`	Text(36), unique external ID, auto-populated
`SyncErrorMessage__c`	Long Text, populated if last sync failed

Matter__c

Field	Description
`Name`	Matter name
`Client__c`	Lookup → Client__c
`ConfidoId__c`	Text(36), unique
`SyncErrorMessage__c`	Long Text

PaymentLink__c

Field	Description
`Name`	Descriptive name
`BankAccount__c`	Lookup → BankAccount__c (destination)
`Client__c`	Lookup → Client__c
`Matter__c`	Lookup → Matter__c (optional)
`ConfidoId__c`	Text(36), unique
`OutstandingAmount__c`	Currency, amount still owed
`PaidAmount__c`	Currency, amount paid so far
`Status__c`	Picklist: `unpaid`, `partially_paid`, `paid`, `sealed`
`Url__c`	URL, the shareable payment link
`SyncErrorMessage__c`	Long Text

Transaction__c (auto-created via webhooks)

Field	Description
`Amount__c`	Currency
`AmountRefunded__c`	Currency
`BankAccount__c`	Lookup → BankAccount__c
`Client__c`	Lookup → Client__c
`Matter__c`	Lookup → Matter__c
`PaymentLink__c`	Lookup → PaymentLink__c
`ConfidoId__c`	Text(36), unique
`CreatedOn__c`	DateTime
`ErrorMessage__c`	Text(255)
`LastFour__c`	Text(255), last 4 of payment method
`Method__c`	Picklist: `ACH`, `CARD`, `CREDIT`, `DEBIT`, `MANUAL`, `PUSH_TO_CARD`
`PayerEmail__c`	Email
`PayerName__c`	Text(255)
`Status__c`	Picklist: `PENDING`, `SUCCESSFUL`, `DEPOSITED`, `FUNDS_IN_TRANSIT`, `REFUNDED`, `PARTIALLY_REFUNDED`, `RETURNED`, `VOIDED`, `ERROR`, `CHARGED_BACK`, `HELD`
`Type__c`	Text(255), e.g. `payment`, `refund`, `return`

BankAccount__c (read-only from Confido)

Field	Description
`Name`	Nickname
`Category__c`	`operating` or `trust`
`ConfidoId__c`	Text(36), unique
`IsDefault__c`	Checkbox
`LastFour__c`	Text(255)

AggregateLink__c

Field	Description
`Name`	Descriptive name
`ConfidoId__c`	Text(36), unique
`PaymentLinkIds__c`	Long Text, comma-separated SF IDs
`Url__c`	URL
`SyncErrorMessage__c`	Long Text

AggregateLinkPaymentLink__c

Junction object (Master-Detail on both sides), managed automatically.

Platform Events

WebhookPayload__e and TransactionPayload__e — used internally for async webhook processing.

Invocable Flow Actions

All available in Flow Builder under Action elements. They create/update both the Salesforce record and the corresponding Confido record.

Create Client (`ClientCreate`)

Input: name (String, required)
Returns: List<Client__c>

Update Client (`ClientUpdate`)

Input: clientId (String, required), name (String, optional)
Returns: List<Client__c>

Create Matter (`MatterCreate`)

Input: clientId (String, required), name (String, required)
Returns: List<Matter__c>

Update Matter (`MatterUpdate`)

Input: matterId (String, required), name (String, required)
Returns: List<Matter__c>

Create Payment Link (`PaymentLinkCreate`)

Input: amount (Decimal, required), bankAccountId (String, required), clientId (String, required), matterId (String, optional), paymentLinkName (String, optional)
Returns: List<PaymentLink__c>

Update Payment Link (`PaymentLinkUpdate`)

Input: paymentLinkId (String, required), amount (Decimal), bankAccountId (String), clientId (String), matterId (String) — all optional except ID
Returns: List<PaymentLink__c>

Create Aggregate Link (`AggregateLinkCreate`)

Input: paymentLinkIds (List<String>, required), aggregateLinkName (String, optional)
Returns: List<AggregateLink__c>

Update Aggregate Link (`AggregateLinkUpdate`)

Input: aggregateLinkId (String, required), paymentLinkIds (List<String>, required — pass empty to delete)
Returns: List<AggregateLink__c>

Sync Bank Accounts (`BankAccountsSync`)

Input: None
Fetches all bank accounts from Confido and upserts/deletes BankAccount__c records to match.

Lightning Web Components

All exposed to App Pages, Home Pages, and Flow Screens.

Component	Description
`confidoSettings`	Settings card
`confidoClientCreate`	Client creation form (Client Name)
`confidoMatterCreate`	Matter creation form (Client picker + Matter Name)
`confidoPaymentLinkCreate`	Full payment link form (Name, Bank Account, Client, Matter, Amount). Displays resulting URL.
`confidoAggregateLinkCreate`	Aggregate link from multiple payment links (multi-select with pill container)
`confidoAggregateLinkUpdate`	Update an aggregate link’s payment links
`confidoBankAccountsSync`	”Sync Bank Accounts” button, shows count of synced accounts
`confidoTransactionsList`	Read-only table of 10 most recent transactions

Webhooks & Automatic Transaction Sync

Flow

Confido webhook
  → WebhookListener (HMAC verify)
  → WebhookPayload__e
  → Handler fetches full transaction from API
  → TransactionPayload__e
  → Upserts Transaction__c + auto-creates related Client/Matter/PaymentLink if needed

Supported Events

Event	Behavior
`transaction.created`	Creates/updates the transaction
`transaction.deposited`	Updates status
`transaction.funds_in_transit`	Updates status
`transaction.ach_returned`	Updates original + creates return txn
`transaction.refunded`	Updates original + creates refund txn
`transaction.partially_refunded`	Updates original + creates refund txn
`transaction.voided`	Updates status

Note: Payout-type transactions and zero-amount transactions (e.g., trust surcharging) are auto-skipped.

Trigger Sync Behavior

Object	Behavior
`Client__c`	After Insert/Update: auto-syncs to Confido if no `ConfidoId` or Name changed
`Matter__c`	After Insert/Update: same pattern
`PaymentLink__c`	After Insert/Update: syncs if no `ConfidoId` or amount/bank/client/matter changed. Before/After Delete: removes from aggregate links then from Confido
`AggregateLink__c`	After Insert/Update: syncs + re-creates junction records

Sync errors are stored in SyncErrorMessage__c and cleared on the next successful sync.

Quick Start Checklist

☐ Install confido_core package
☐ Set API Token in Custom Settings
☐ Set Webhook Secret in Custom Settings
☐ Check/uncheck Production Environment
☐ Verify Remote Site Settings are active
☐ Configure webhook URL in Confido
☐ Expose /webhook endpoint via SF Site or Experience Cloud
☐ Run Sync Bank Accounts
☐ Create first Client, Matter, and Payment Link
☐ Verify transactions flow in via webhooks

Dependencies

Nebula Logger — Package uses Nebula.Logger for logging. Install from: https://github.com/jongpie/NebulaLogger

​Setup & Configuration

​1. Confido Settings (Custom Setting)

​2. Remote Site Settings

​3. Webhook Configuration

​4. Sync Bank Accounts

​Client__c

​Matter__c

​PaymentLink__c

​Transaction__c (auto-created via webhooks)

​BankAccount__c (read-only from Confido)

​AggregateLink__c

​AggregateLinkPaymentLink__c

​Platform Events

​Invocable Flow Actions

​Create Client (ClientCreate)

​Update Client (ClientUpdate)

​Create Matter (MatterCreate)

​Update Matter (MatterUpdate)

​Create Payment Link (PaymentLinkCreate)

​Update Payment Link (PaymentLinkUpdate)

​Create Aggregate Link (AggregateLinkCreate)

​Update Aggregate Link (AggregateLinkUpdate)

​Sync Bank Accounts (BankAccountsSync)

​Lightning Web Components

​Webhooks & Automatic Transaction Sync

​Flow

​Supported Events

​Trigger Sync Behavior

​Quick Start Checklist

​Dependencies