To setup your Clover app in Cobalt for OAuth, you will need the following credentials from your Clover Developer account:

  • Client ID
  • Client Secret

Pre-requisites

  1. Clover Developer account. You can create one here.
If you haven’t already created an app in Clover, you’d need to create one.

Creating an app in Clover

To create a Clover app and aquire the above mentioned credentials, please follow the steps mentioned below:

  1. Log in to your Clover Developer account.
  2. Click on the Profile icon in the top right and select Developer Hub button.
Navigation for App setup
  1. Click on + Create an App button in the top right and choose Create Private App.
  2. Enter the unique App Name for your application.
  3. Go to your Apps catalog in Cobalt > Search for Clover > Settings > Use your credentials > Callback Url > Copy it. Paste the Callback URL and click on the Save button.
  4. Select the mandatory scopes in the OAuth and access scopes section, as provided in your Cobalt Pipedrive settings page and click on the Save button.
Setting up Clover Developer app
  1. Scroll down in the OAuth and access scopes section and copy the Client ID and Client Secret from the Client ID section.
Getting Credentials

Configuring credentials in Cobalt

App settings page lets you configure the authentication settings for an OAuth 2.0 based application. For your customers to provide you authorization to access their data, they would first need to install your application. This page lets you set up your application credentials.

Setting up application client credentials

Cobalt lets you use pre-configured applications to play around. You can do so by selecting Use our credentials. However, if you wish to use your own application, select Use your own credentials. Provide the aquired Client Id and Client secret and save it.

Publishing Clover App

Clover requires a Production level account and a Production OAuth app for use in real-time use. This requires an approval from the Clover team for the account and app.

1. Submit your Production Developer account for approval

Clover must verify and approve your production developer account before starting the process to approve your app.

  • Log in to the production Developer Dashboard. The Developer Dashboard appears.

  • From the left navigation menu, click Developer Settings > Info. The Developer Info page appears.

  • Click the edit icon in each section, enter developer information, and click Save.

  • Click the Developer Agreement link to review the Clover App Market Developer Terms.

  • Click Verify Your Account. You agree to the Clover App Market Developer Terms by submitting your details.

Learn more about the Production Developer Account approval process here.

2. Submit your production developer account for approval

To integrate your point of sale (POS) with a production Clover device, you need to create a Clover app that merchants can install.

Learn more about the App Approval process here.

Actions and triggers

Once the above setup is completed, you can create orchestrations of your use-cases using Clover actions and triggers. Following are the set of Clover actions and triggers supported by Cobalt.