Salesforce Integration
Create Salesforce tasks for payment events in your CRM.
Connect Dunmore to Salesforce to automatically create tasks when payments are processed.
Setup
- In Salesforce, create a Connected App for API access
- Get your Instance URL and Access Token
- Add a Salesforce connector in the Dunmore console
Supported Events
| Dunmore Event | Salesforce Action |
|---|---|
payment.settled | Creates a task: "Payment Settled" |
payment.failed | Creates a task: "Payment Failed" |
customer.first_payment | Creates a task: "New Customer" |
Tasks include payment details in the description and are created via the Salesforce REST API v59.0.
Configuration
{
"type": "salesforce",
"config": {
"instanceUrl": "https://yourorg.salesforce.com",
"accessToken": "your-salesforce-access-token"
},
"eventTypes": ["payment.settled", "payment.failed"]
}
API Example
curl -X POST https://api.dunmore.xyz/api/projects/{projectId}/connectors \
-H "Authorization: Bearer {token}" \
-H "Content-Type: application/json" \
-d '{
"type": "salesforce",
"config": {
"instanceUrl": "https://yourorg.salesforce.com",
"accessToken": "YOUR_SALESFORCE_TOKEN"
},
"eventTypes": ["payment.settled", "customer.first_payment"]
}'