> ## Documentation Index
> Fetch the complete documentation index at: https://docs.refold.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Setup

> Connect to your Dialpad app for OAuth.

Refold offers both **Key Based** and **OAuth 2.0** integration for Dialpad. In this guide, we will look at the OAuth App setup process.

To setup your Dialpad app in Refold for OAuth, you will need the following credentials from your Dialpad Support team:

* Client ID
* Client Secret
* Scopes

### Required Settings

* **Mandatory Scopes**

1. offline access

<Info>If you haven't already created an app in Dialpad, you'd need to create one.</Info>

### Creating an app in Dialpad

Currently Dialpad doesn’t support app registrations through platform, so you’ll need to fill the following [form](https://airtable.com/appROW6mZJwsnGidA/shrju5b3Sqebrmn96) to request an OAuth app that includes the following details:

* **App name**: A short name for your app. Your customers will see this when they authorize your connection to their data.
* **Deverloper Name and Email**: The email which will receive updates about the app.
* **Developer Type**: Choose \`Independent Software Vendor' if none of the other fits.
* **App Type**: Select `App Type` as **This App is for my customers..**
* **App Description**: Provide the description of what your product does and the features of Dialpad integration on your platform.
* **App Environment**: Select app environment based on your usecase. Recommened option is `Both`.
* **Scopes**: Provide the mandatory scopes and additional scopes required by you in the app.
* **Redirect URIs**: Go to your [`Apps catalog`](https://app.gocobalt.io/apps) in **Refold** > Search for `Dialpad` > `Settings` > `Use your credentials` > `Callback Url` > Copy it. Provide this URL to Dialpad in the form.

Dialpad will issue secure keys to you, including a **Client ID** and **Client Secret**. It may take a number of working days to receive these details.

#### Configuring credentials in Refold

App settings page lets you configure the authentication settings for an `OAuth 2.0` based application. For your customers to provide you authorization to access their data,
they would first need to install your application. This page lets you set up your application credentials.

<img height="200" src="https://mintcdn.com/cobalt-55/C3P12YsraPVmMY5N/images/Dialpad/dialpad_cobalt.png?fit=max&auto=format&n=C3P12YsraPVmMY5N&q=85&s=9f8aa97861be32a4816ef78e27d92229" alt="Setting up application client credentials" data-path="images/Dialpad/dialpad_cobalt.png" />

Provide the acquired Client ID and Client Secret under Settings of the app and save it.

#### Configuring Scopes

Refold lets you configure what permissions to ask from your users while they install your application. The scopes can be added or removed from the App settings page, under `Permissions & Scopes`
section.

For some applications Refold sets **mandatory scopes** which cannot be removed. Additional scopes can be selected from the drop down. Refold also has the provision to add any
custom scopes supported by the respective platform.

<img height="200" src="https://mintcdn.com/cobalt-55/C3P12YsraPVmMY5N/images/Dialpad/dialpad_scopes.png?fit=max&auto=format&n=C3P12YsraPVmMY5N&q=85&s=6d67eb3c5a491c20f0d5f194b9477160" alt="OAuth Scopes" data-path="images/Dialpad/dialpad_scopes.png" />

Once the scopes has been added to the application in Refold, the app will now request for access of the mentioned scopes.

<Warning>
  If you are facing scopes missing or invalid scope error. Make sure you are not passing any custom scope not supported by the platform.
</Warning>

#### Actions and triggers

Once the above setup is completed, you can create orchestrations of your use-cases using Dialpad actions and triggers. Following are the set of Dialpad actions and triggers
supported by Refold.

<Tabs>
  <Tab title="Actions">
    <AccordionGroup>
      <Accordion title="Calls">
        1. **List Calls** - List all calls in Dialpad.
        2. **Get Call By Id** - Get call By Id in Dialpad.
        3. **Add Participant** - Add participant to call in Dialpad.
        4. **Transfer Call** - Transfer Call to another Number/Target in Dialpad.
        5. **Hangup Call** - Hang Up ongoing Call in Dialpad.
      </Accordion>

      <Accordion title="Channels">
        6. **List Channels** - Lists all channels in the company in Dialpad.
        7. **Create Channel** - Create a new channel in Dialpad.
        8. **Get Channel** - Get a channel by id in Dialpad.
        9. **Delete Channel** - Deletes a channel by id in Dialpad.
      </Accordion>

      <Accordion title="Contacts">
        10. **List Contacts** - List all contacts in Dialpad.
        11. **Create Contact** - Create a contact in Dialpad.
        12. **Get Contact By Id** - Get a contact by ID in Dialpad.
        13. **Update Contact** - Updates the provided fields for an existing contact in Dialpad.
        14. **Delete Contact** - Delete a contact in Dialpad.
      </Accordion>

      <Accordion title="SMS">
        15. **Send SMS** - Send a SMS in Dialpad.
      </Accordion>

      <Accordion title="Users">
        16. **List Users** - List all users in Dialpad.
        17. **Create User** - Creates a new user in Dialpad.
        18. **Update User** - Update the provided fields for an existing user in Dialpad.
      </Accordion>

      <Accordion title="Others">
        19. **HTTP Request** - Make HTTP API calls to any Dialpad documented REST APIs.
      </Accordion>
    </AccordionGroup>
  </Tab>

  <Tab title="Triggers">
    1. **Outbound call started** - Triggers when a outbound call has started calling in Dialpad.
    2. **Inbound call ringing** - Triggers when inbound call is ringing in Dialpad.
    3. **Call connected** - Triggers when a call is connected between parties in Dialpad.
    4. **Voicemail recording started** - Triggers when voicemail recording is started in Dialpad.
    5. **Call hangup** - Triggers when a call is ended in Dialpad.
    6. **Voicemail transcribed** - Triggers when a voicemail is transcribed in Dialpad.
    7. **Call recording processed** - Triggers when a call recording is processed in Dialpad.
  </Tab>
</Tabs>