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Create a Talkdesk OAuth Application

Create an OAuth application in Talkdesk to obtain your Client ID and Client Secret.

1

Sign in to Talkdesk Admin

Sign in to your Talkdesk account with administrator credentials.

  • Navigate to Admin in the top navigation menu.
  • Go to Integrations.
2

Create OAuth Credentials

In the Integrations section, create new OAuth credentials for the StackOne integration.

  • Click Add Integration or navigate to the API section.
  • Set the Callback URL to: https://api.stackone.com/connect/oauth2/talkdesk/callback
  • Select the required scopes for your integration.
3

Configure scopes

Enables actions: Attribute Details, Attributes Categories List, Create A New Attribute, Create A New Attribute Category, Create Or Duplicate Campaign, Create Prompt, Creates A New Report Job, Creating A Case, Delete A Contact By Id, Delete A Prompt, Delete Campaign, Deleting Cases Softly, Get A Contact By Id, Get A Prompt Detail By Its ID, Get Account Details, Get Call Recordings List, Get Campaign Details, Get Contacts List, Get Job Report Execution Details, Get Job Report Execution Result, Get List Of Users, Get Report Jobs By Type, Get User Details, Getting A List Of Cases, Getting Case Details, List Attributes, List Campaigns, List Prompts (audio Files) From Studio Flows, List Queue Users, List Queues, Partially Updates The Prompt, Remove Association Of Users To An Attribute, Update An Attribute, Update Campaign, Updating A Case

Select the OAuth scopes required for the integration.

4

Copy credentials

Copy the Client ID and Client Secret from your Talkdesk integration settings.

  • Copy the Client ID.
  • Copy the Client Secret and store it securely for use later.

Creating the StackOne Connector Profile

To create the Connector Profile in StackOne for Talkdesk:
1

Navigate to Connector Profiles

Login to StackOne and navigate to Connector Profiles
2

Create New Connector Profile

  • Click + Connector Profile
  • Search for and select Talkdesk
  • Select Type as OAuth 2.0
  • Fill out the fields using details retrieved from your provider:
    • Client ID
    • Client Secret
  • (Optional) Select Actions to be enabled for this Connector Profile
  • Click Create profile
Congratulations! The new Connector Profile will now show up in your project ready to be used. You can now continue to Link Accounts for Talkdesk.