> ## Documentation Index > Fetch the complete documentation index at: https://docs.confidolegal.com/llms.txt > Use this file to discover all available pages before exploring further. # Confido Core ## 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:///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` ### Update Client (`ClientUpdate`) * **Input:** `clientId` (String, required), `name` (String, optional) * **Returns:** `List` ### Create Matter (`MatterCreate`) * **Input:** `clientId` (String, required), `name` (String, required) * **Returns:** `List` ### Update Matter (`MatterUpdate`) * **Input:** `matterId` (String, required), `name` (String, required) * **Returns:** `List` ### Create Payment Link (`PaymentLinkCreate`) * **Input:** `amount` (Decimal, required), `bankAccountId` (String, required), `clientId` (String, required), `matterId` (String, optional), `paymentLinkName` (String, optional) * **Returns:** `List` ### Update Payment Link (`PaymentLinkUpdate`) * **Input:** `paymentLinkId` (String, required), `amount` (Decimal), `bankAccountId` (String), `clientId` (String), `matterId` (String) — all optional except ID * **Returns:** `List` ### Create Aggregate Link (`AggregateLinkCreate`) * **Input:** `paymentLinkIds` (List\, required), `aggregateLinkName` (String, optional) * **Returns:** `List` ### Update Aggregate Link (`AggregateLinkUpdate`) * **Input:** `aggregateLinkId` (String, required), `paymentLinkIds` (List\, required — pass empty to delete) * **Returns:** `List` ### 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 1. ☐ Install `confido_core` package 2. ☐ Set API Token in Custom Settings 3. ☐ Set Webhook Secret in Custom Settings 4. ☐ Check/uncheck Production Environment 5. ☐ Verify Remote Site Settings are active 6. ☐ Configure webhook URL in Confido 7. ☐ Expose `/webhook` endpoint via SF Site or Experience Cloud 8. ☐ Run Sync Bank Accounts 9. ☐ Create first Client, Matter, and Payment Link 10. ☐ Verify transactions flow in via webhooks *** ## Dependencies * **Nebula Logger** — Package uses `Nebula.Logger` for logging. Install from: [https://github.com/jongpie/NebulaLogger](https://github.com/jongpie/NebulaLogger)