Converse

Estimated reading: 2 minutes

Converse is the predecessor of Findock and makes it possible to send Relations and Transactions to Salesforce endpoints via their API. This service makes it possible for CampaignSuite to send form submissions as a transaction or relation to SalesForce. The course of such a request may differ if you use Plauti Duplicate Check or not. When you are not using Plauti, the flow of Converse looks like this:

Gravity Forms sends a submission to the CampaignSuite API. This determines on the basis of the fields and values it receives whether it is a transaction or not. Converse has separate endpoints that must be called for a transaction or relationship.
In this scenario, either the Relation API or the Transaction API will always be chosen.

Relation API

In this case, only an Account and Contact will be created or modified. CampaignSuite always receives a Contact ID and an Account ID in response from the Relation API. These values can also be found in the submission within Gravity Forms in the right column.

Duplicate Rules Salesforce

When using the Converse Relation API, Converse will use the Salesforce Duplicate Rules that you have set within the CRM.

When using Plauti Duplicate Check the scheme will look like this:

Not financial

For a non-financial submission, CampaignSuite will only contact the Plauti Duplicate Check App. CampaignSuite will then receive a Contact ID and Account ID and then the flow will stop.

Financial

First, CampaignSuite will handle the Contact and Account via the Plauti Duplicate Check App. After that CampaignSuite will call the Transaction API with only the Contact and Account ID and of course the transaction fields and values.

In all cases, all IDs that CampaignSuite gets back from Converse or the Plauti Duplicate Check App will save with the submission.

Webhook Payment Status

Unlike Findock, Converse does not have an automatic Webhook that causes CampaignSuite to notify from Salesforce when there is a change in the status of an Installment. Therefore, CampaignSuite will fetch the status of the created Installment every five minutes for an hour. Once this is Collected CampaignSuite will stop checking. In this way, CampaignSuite ensures that the status of the payments in Gravity Forms are the same as the payments in Salesforce.