Add a data actions integration


Note: This article applies to the AWS Lambda, Microsoft Dynamics 365, PureCloud, Salesforce, web services, and Zendesk data actions integrations.

Prerequisites

To use the integration, add one or more AWS Lambda data actions integrations to your PureCloud organization. Multiple integrations allow you to use different configurations and custom actions to act on data through different AWS Lambda functions. 

Note: When you add more than one integration of a particular type, PureCloud automatically makes the names unique by adding a number after the default name of each additional instance. Unique integration names differentiate the integrations and the associated data actions in the PureCloud applications that reference them. 

  1. Add an integration. 
    1. In PureCloud, click Admin.
    2. Under Integrations, click Integrations.

      A list of all integrations that you have installed appears.

    3. At the top right, click Integrations.

      A list of available integrations appears.

    4. Locate the integration that you want to add and click Install.

    The integration opens to the Details tab. On the Details tab, you can change the integration name and add notes about the integration. 

    Note: If you change the integration name, be sure to use unique names to differentiate the integrations and the associated actions in the PureCloud applications that reference them.

  2. Add credentials.
    1. Click the Configuration tab. 
    2. Click the Credentials tab.
    3. Click Configure.

      The Configure Credentials dialog box appears.

    4. Enter the following information:
      • Role ARN: The role in your AWS account that has access to one or more of your AWS Lambda functions. This credential allows PureCloud to access and invoke the AWS Lambda functions associated with this role.
    5. Click OK.
    6. Click Save.

      A list of all integrations that you have installed appears.

  3. Activate the integration.

    Note: If you do not activate the integration, then any data actions associated with the integration will not appear in PureCloud applications.

    1. Under the integration that you just added, click the Status toggle to change it from Inactive to Active.

      A Change Status dialog box appears.

    2. Click Yes.

The integration is now active. You can edit, deactivate, or delete an installed integration. For more information, see Edit, deactivate, or delete an integration

Next, create a custom action.

For more information about the integration, see About the AWS Lambda data actions integration.

Prerequisites

To use the integration, add one or more Microsoft Dynamics 365 data actions integrations to your PureCloud organization. Multiple integrations allow you to use different configurations and data actions to act on data in different Microsoft Dynamics 365 accounts. 

Note: When you add more than one integration of a particular type, PureCloud automatically makes the names unique by adding a number after the default name of each additional instance. Unique integration names differentiate the integrations and the associated data actions in the PureCloud applications that reference them. 

  1. Add an integration. 
    1. In PureCloud, click Admin.
    2. Under Integrations, click Integrations.

      A list of all integrations that you have installed appears.

    3. At the top right, click Integrations.

      A list of available integrations appears.

    4. Locate the integration that you want to add and click Install.

    The integration opens to the Details tab. On the Details tab, you can change the integration name and add notes about the integration. 

    Note: If you change the integration name, be sure to use unique names to differentiate the integrations and the associated actions in the PureCloud applications that reference them.

  2. Add credentials. 
    1. Click the Configuration tab. 
    2. Click the Credentials tab.
    3. Click Configure.

      The Configure Microsoft Dynamics 365 Credentials dialog box appears.

    4. Enter the following information:
      • Username: Your Microsoft Dynamics 365 login ID.

        The user must be able to access any data that you want to make available to the Microsoft Dynamics 365 data action integration.

      • Password: Password for your Microsoft Dynamics 365 login ID. 
      • Root Organization Web Address: The URL of your Microsoft Dynamics 365 organization, for example, https://contoso.crm.dynamics.com.
      • Application ID: The ID for your Microsoft Dynamics 365 organization.

        The application ID is created through the application registration in Azure Active Directory. For more information, see Register the integration.

    5. Click OK.
    6. Click Save.

      A list of all integrations that you have installed appears.

  3. Activate the integration.

    Note: If you do not activate the integration, then any data actions associated with the integration will not appear in PureCloud applications.

    1. Under the integration that you just added, click the Status toggle to change it from Inactive to Active.

      A Change Status dialog box appears.

    2. Click Yes.

The integration is now active. You can edit, deactivate, or delete an installed integration. For more information, see Edit, deactivate, or delete an integration.

Next, create a custom action or use a data action.

For more information about the integration, see About the Microsoft Dynamics 365 data actions integration.

Prerequisites

To use the integration, add one or more PureCloud data actions integrations to your PureCloud organization. Multiple integrations allow you to use different configurations and data actions to act on data from the Platform API.

Note: When you add more than one integration of a particular type, PureCloud automatically makes the names unique by adding a number after the default name of each additional instance. Unique integration names differentiate the integrations and the associated data actions in the PureCloud applications that reference them. 

  1. Add an integration. 
    1. In PureCloud, click Admin.
    2. Under Integrations, click Integrations.

      A list of all integrations that you have installed appears.

    3. At the top right, click Integrations.

      A list of available integrations appears.

    4. Locate the integration that you want to add and click Install.

    The integration opens to the Details tab. On the Details tab, you can change the integration name and add notes about the integration. 

    Note: If you change the integration name, be sure to use unique names to differentiate the integrations and the associated actions in the PureCloud applications that reference them.

  2. Add credentials.

    The credentials use the PureCloud OAuth client credentials. 

    1. Click the Configuration tab. 
    2. Click the Credentials tab.
    3. Click Configure.

      The Configure PureCloud OAuth Credentials dialog box appears.

    4. Enter the following information:
      • Client ID: The ID generated when you create a PureCloud OAuth client.
      • Client Secret: The secret generated when you create a PureCloud OAuth client.
    5. Click OK.
    6. Click Save.

      A list of all integrations that you have installed appears.

  3. Activate the integration.

    Note: If you do not activate the integration, then any data actions associated with the integration will not appear in PureCloud applications.

    1. Under the integration that you just added, click the Status toggle to change it from Inactive to Active.

      A Change Status dialog box appears.

    2. Click Yes.

The integration is now active. You can edit, deactivate, or delete an installed integration. For more information, see Edit, deactivate, or delete an integration.

Next, create a custom action or use a data action.

For more information about the integration, see About the PureCloud data actions integration.

To use the integration, add one or more Salesforce data actions integrations to your PureCloud organization. Multiple integrations allow you to use different configurations and data actions to act on data in different Salesforce accounts. 

Note: When you add more than one integration of a particular type, PureCloud automatically makes the names unique by adding a number after the default name of each additional instance. Unique integration names differentiate the integrations and the associated data actions in the PureCloud applications that reference them. 

  1. Add an integration. 
    1. In PureCloud, click Admin.
    2. Under Integrations, click Integrations.

      A list of all integrations that you have installed appears.

    3. At the top right, click Integrations.

      A list of available integrations appears.

    4. Locate the integration that you want to add and click Install.

    The integration opens to the Details tab. On the Details tab, you can change the integration name and add notes about the integration. 

    Note: If you change the integration name, be sure to use unique names to differentiate the integrations and the associated actions in the PureCloud applications that reference them.

  2. Add credentials. 
    1. Click the Configuration tab. 
    2. Click the Credentials tab.
    3. Click Configure.

      The Configure Salesforce Credentials dialog box appears.

    4. Enter the following information:
      • Username: Your Salesforce login ID.

        Use a Salesforce profile that has API Enabled selected and View All selected for accounts, cases, and contacts. This user (preferably a system admin) must be able to access any standard and custom fields that are used in PureCloud applications.

      • Password: Password for your Salesforce login ID. 
      • Security Token: The API token generated for the Salesforce organization.

        The token is an alphanumeric string like AS4DFA9SasdJas2HIasd1asdf.

      • Login URL: Salesforce URL used to connect to the API.

        The service defaults to https://login.salesforce.com. For a test organization, select https://test.salesforce.com.

    5. Click OK.
    6. Click Save.

      A list of all integrations that you have installed appears.

  3. Activate the integration.

    Note: If you do not activate the integration, then any data actions associated with the integration will not appear in PureCloud applications.

    1. Under the integration that you just added, click the Status toggle to change it from Inactive to Active.

      A Change Status dialog box appears.

    2. Click Yes.

The integration is now active. You can edit, deactivate, or delete an installed integration. For more information, see Edit, deactivate, or delete an integration.

Next, create a custom action or use a data action.

For more information about the integration, see About the Salesforce data actions integration.

To use the integration, add one or more web services data actions integrations to your PureCloud organization. Multiple integrations allow you to use different configurations and custom actions to act on data through different web services. 

Note: When you add more than one integration of a particular type, PureCloud automatically makes the names unique by adding a number after the default name of each additional instance. Unique integration names differentiate the integrations and the associated data actions in the PureCloud applications that reference them. 

  1. Add an integration. 
    1. In PureCloud, click Admin.
    2. Under Integrations, click Integrations.

      A list of all integrations that you have installed appears.

    3. At the top right, click Integrations.

      A list of available integrations appears.

    4. Locate the integration that you want to add and click Install.

    The integration opens to the Details tab. On the Details tab, you can change the integration name and add notes about the integration. 

    Note: If you change the integration name, be sure to use unique names to differentiate the integrations and the associated actions in the PureCloud applications that reference them.

  2. Add credentials (if required for the web service).
    1. Click the Configuration tab. 
    2. Click the Credentials tab.
    3. Click Configure.

      The Configure Credentials dialog box appears.

    4. Select a Credential Type and enter credential information. For more information, see Credential types.

      Warning: Do not change a credential type after you configure the integration and publish actions. Changing the credential type could break any actions that are in use. To migrate an active integration to a new credential type, contact PureCloud Customer Care

    5. Click OK.
    6. Click Save.

      A list of all integrations that you have installed appears.

  3. Activate the integration.

    Note: If you do not activate the integration, then any data actions associated with the integration will not appear in PureCloud applications.

    1. Under the integration that you just added, click the Status toggle to change it from Inactive to Active.

      A Change Status dialog box appears.

    2. Click Yes.

The integration is now active. You can edit, deactivate, or delete an installed integration. For more information, see Edit, deactivate, or delete an integration.

Next, create a custom action.

For more information about the integration, see About the web services data actions integration.

To use the integration, add one or more Zendesk data actions integrations to your PureCloud organization. Multiple integrations allow you to use different configurations and data actions to act on data in different Zendesk accounts. 

Note: When you add more than one integration of a particular type, PureCloud automatically makes the names unique by adding a number after the default name of each additional instance. Unique integration names differentiate the integrations and the associated data actions in the PureCloud applications that reference them. 

  1. Add an integration. 
    1. In PureCloud, click Admin.
    2. Under Integrations, click Integrations.

      A list of all integrations that you have installed appears.

    3. At the top right, click Integrations.

      A list of available integrations appears.

    4. Locate the integration that you want to add and click Install.

    The integration opens to the Details tab. On the Details tab, you can change the integration name and add notes about the integration. 

    Note: If you change the integration name, be sure to use unique names to differentiate the integrations and the associated actions in the PureCloud applications that reference them.

  2. Add credentials. 
    1. Click the Configuration tab. 
    2. Click the Credentials tab.
    3. Click Configure.

      The Configure Zendesk Credentials dialog box appears.

    4. Enter the following information:
      • Email: Your Zendesk login ID.
      • Base Service URL: The URL of the Zendesk service used to connect to the API, formatted as https://<subdomain>.zendesk.com.
      • API Token: The API token generated for your Zendesk organization.
    5. Click OK.
    6. Click Save.

      A list of all integrations that you have installed appears.

  3. Activate the integration.

    Note: If you do not activate the integration, then any data actions associated with the integration will not appear in PureCloud applications.

    1. Under the integration that you just added, click the Status toggle to change it from Inactive to Active.

      A Change Status dialog box appears.

    2. Click Yes.

The integration is now active. You can edit, deactivate, or delete an installed integration. For more information, see Edit, deactivate, or delete an integration.

Next, create a custom action or use a data action.

For more information about the integration, see About the Zendesk data actions integration.