Conga Product Documentation

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To add an Outbound Message action to the Salesforce Flow

  1. On the Salesforce homepage, click the gear icon () in the right corner and select Setup.
  2. Enter Outbound Messages in the Quick Find box, the select Outbound Messages.
  3. Select New Outbound Message option.
  4. Select the Object. It must be the same as the Master Object from your Composer solution (the same object on which you created the Conga Trigger formula field. Click Next.
    1. We recommend setting the Name of the outbound message as “Conga Trigger [Name of Composer solution] [Output Mode]” (ex: “Conga Trigger Quotation Email). Optionally, include a description as well.
    2. Add the following Endpoint URL: https://workflow.congamerge.com/OBMListener.ashx
      Note:

      The Endpoint URL is different for integrating Conga Trigger with the Conga Invoice Generation solution. The Conga Trigger Endpoint URL for Conga Invoice Generation is https://workflow.congamerge.com/sfb/obmlistener.ashx

  5. Selected Field must include the Master Object ID (id) and the Conga Trigger formula field.
  6. Click Save.