When the OAuth2 Authorization Code Flow authentication type is selected on the Authorization type dropdown (4 from Figure 3 of this page), the options of Figure 30 will appear.
To obtain the values of the fields, register your app on the external system. Each external system allows this to be achieved in different ways, so the corresponding documentation must be consulted.
Guidelines for Some of the Most Common CRMs that Use this Type of Authentication
All these systems include the creation of an OAuth Client to obtain this data. When doing so, it will be necessary to provide a redirect URL for Talkdesk®.
The redirect URL to be defined on the external system when creating the OAuth Client is, according to the account region:
After filling in all the required information from Figure 30, clicking Save (top right corner) will prompt a message indicating that authorization is required, as depicted in Figure 31, providing you with two options.
By clicking the Go to settings button (1 - Figure 31) you will be redirected to the screens from Figures 33 and 34 (below), depending on whether the integration is successfully activated (Figure 33) or not (Figure 34).
By clicking the Authorize button (2 - Figure 31), you will be redirected to a page of the external system, where you will be required to log in to the external system (if you are still logged out). This allows for a connection between the two systems. If you were connecting to Zendesk, for instance, you would be prompted with the message from Figure 32 (after logging in).
If the process goes well, you will now have a new custom connection (Figure 7 from this page).
Figure 33 depicts an example of how the custom integration settings are presented when checking the configurations of the new custom integration.
The client ID and client secret are never displayed (Figure 33).
If an error occurs during the authorization process, you will be immediately redirected to the Settings page, which will appear as shown in Figure 34.
To restart the authentication process, click the Reconfigure button, and you will go back to the configuration page from Figure 30.
Updated 3 days ago