Oauth App Setup in RingCentral
To work with Caddi, users must first create an Oauth app in RingCentral as documented by RingCentral - instructions specific to Caddi are provided below.
Login to RingCentral
Navigate to
Console/Appsand click theCreate AppbuttonSelect
REST API AppunderWhat type of app are you creating?and then clickNext.Under
Authenticationselect3-legged OAuth flow authorization codeand then selectServer-side web app.Under
Authenticationset the redirect URL tohttps://app.trycaddi.com/oauth-callbackUnder
Securityadd the permissions required for your automation.The permissions Caddi recommends by default are
ReadContacts ReadCallLog ReadMessagesRingCentral API scopes are documented here https://developers.ringcentral.com/guide/basics/permissions
Under
Securityselect the optionThis app is private and will only be callable using credentials from the same RingCentral account.
Application Setup in Caddi
Now that the app is configured in RingCentral, it can be added to Caddi.
Navigate to https://trycaddi.com and log in
On the left, select the
Credentialsoption
3. Scroll to the Enterprise Connectors section at the bottom and click the Setup button for RingCentral
4. Enter the information for your RingCentral application
Client ID- the client ID of the app you created in RingCentralClient Secret- the client secret of the app you created in RingCentral
5. Click the Save Configuration button
6. You should now see your newly-created connection at the top of the Enterprise Connectors section.
7. Click the + Connect for your new RingCentral connection, then the Connect button in the modal. You will be redirected to the RingCentral authorization prompt (you may need to login first). Approving the connection will send you back to the Caddi website.
8. Confirm the connection is working properly by clicking on the Manage button, then the Refresh button in the modal that pops up.
After you click
Refreshyou should see another green success message at the bottom of the screen.