To activate your Workato integration in Talkdesk Classic, please follow these steps:
Note: If you are in Talkdesk Workspace, you can access the integration and all features described below by navigating to the Talkdesk Builder app. For more information, please refer to this article.
- Log in to your Talkdesk account and go to the Admin section [1]. Select the Integrations tab [2].
- Click Add Integration[3].
- In the “Custom Integration” area, click Add Integration [4].
- Fill in the fields below:
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- “Basic information”:
- Provide a “Name” [1] for your integration: “Workato”.
- Enter a “Description” [2] for the integration.
- “Basic information”:
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- “Point of origin and authentication”:
- Type in the “Base Path” [3]: https://webhooks.workato.com.
- Choose an “Authentication Type” [4]. For this integration, select No Authentication.
- “Point of origin and authentication”:
- Click Save in the top-right corner of the screen to finish.
After the integration is set, you will need to configure a new OAuth client in your Talkdesk account using these scopes: contacts:read callback:write users:read scim.
For instructions on how to configure a new OAuth Client, please read this article.
Workato
Follow these steps after you log in to your account:
- Click Create project [1].
- Name and describe your project (in this example we named the project Talkdesk). Click Create project [2].
- Select Community library [3].
- In the Custom connector tab [4], search for Talkdesk and click on the connector.
- Click Install [5].
- After the connector is installed and released into your account, go back to the project you created. Click the Create [6] dropdown followed by Connections [7].
- In Projects>New connection, search for and open Talkdesk.
- Fill in the information that you can gather from OAuth Configuration: Client ID, Client secret, account name, location (this you can leave as “Talkdesk”.) Give your connection a name.
After this, your connector configuration is complete, and you can start configuring the actions that will be triggered by Talkdesk For more information on triggers, please consult this article.