Adding a new integration

Prerequisites for adding an integration:

• An active subscription with the 3rd-party app and admin login credentials.

• You need to create an authentication app in the 3rd-party apps. Find how to create an authentication application in various 3rd-party apps here:

  • Salesforce

  • Shopify

  • Zendesk Sell

  • Zendesk Support

Add new integration

1. In the Clickatell Portal, go to My Workspace -> Integrations.

2. Select the 3rd-party app that you want to integrate with.

1. On the selected app’s page, click Add Integration.

1. Add a new production configuration or sandbox configuration (for testing).

   • You can add as many configurations as you wish.

You cannot promote a sandbox configuration directly into production. You must create a separate production configuration.

1. Complete the required integration details.

2. Click Activate.

Note: For Zendesk Sell, ensure you are logged in to your Zendesk Sell account before clicking 'Activate'.

To find the information required here, see the relevant pages for each 3rd-party app in this guide.

1. Based on the information you entered, you are redirected to the 3rd-party app’s login screen to authenticate yourself.

2. Sign in with your existing credentials for this app

   • E.g., if it is Zendesk Support, sign in with your Zendesk Support account details; if it is Shopify, sign in with your Shopify account details).

1. Once you’ve successfully signed in, you are redirected back to the app’s page in the Clickatell Portal.

2. The integration you’ve just added is shown with an "Active" status.