Creating Outbound Message

Dynamo Task API can be invoked using Salesforce Outbound Messages.

Endpoint URL

GET: /v1/task/salesforce/message?templateID=xxxxxxxxxxxxxxxxxx

Steps

In Salesforce, go to Setup > Process Automation > Workflow Actions > Outbound Messages and select New Outbound Message.

1. Select the object whose fields need to be included in the message e.g. Contact

2. Name the Outbound Message e.g. My Outbound Message

3. Set the Endpoint URL to https://dynamo-api.documill.com/v1/task/salesforce/message?templateID=xxxxxxxxxxxxxxxxxx

   templateID parameter defines the DAP template file id (Salesforce ContentDocument ID).

4. Select a user as whom to send the message (make sure the user has access to the template defined above)

5. Select Send Session ID

6. Select the fields to be sent. These values will be available in the template by using the param variable. For example, if Id field is selected, it can be accessed in the template like this ${param.Id}. Note that Id starts with capital letter.

Triggering

Outbound messages can be triggered by a Flow and Workflow Rule (Salesforce plans to retire workflow rules).

Monitoring

Outbound Message status can be monitored by going to Setup > Environments > Monitoring > Outbound Messages (successfully delivered messages won’t show up in the UI).

Status codes