Dialpad

Dialpad
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Getting Started with Dialpad

Prerequisites

A Dialpad account

In order to use Dialpad with {{Make}}, it is necessary to have a Dialpad account. If you do not have one, you can create a Dialpad account at dialpad.com/products.

	Note
	The module dialog fields that are displayed in bold (in the {{Make}} scenario, not in this documentation article) are mandatory!

Connecting Dialpad to {{Make}}

To connect your Dialpad account to {{Make}} you need to obtain the Token from your Dialpad account and insert it in the Create a connection dialog in the {{Make}} module.

Login to your Dialpad account.

Click Settings > My Company > Authentication > API Keys > Add a Key. Enter a name for the API key, select the expiry date, and click Save. Click the Click to Show Value link and copy the Token to your clipboard.

	Note
	For more information, see API Key Generation.

Go to {{Make}} and open the Dialpad module's Create a connection dialog.
In the Connection name field, enter a name for the connection.
In the Token field, enter the value copied in step 2 and click Continue.

The connection has been established.

Call

Watch Call State Changed

Triggers when a call state changes.

	Note
	You do not have to add the webhooks in the Dialpad as it is automatically done for you once you add and save an instant trigger module to your scenario.

Webhook Name	Enter the name of the webhook.
Connection	Establish a connection to your Dialpad account.
Call States	Enter the call states whose changes you want to watch.
Group Calls Only	Select whether you want to watch the call state changes only for the group calls: Yes No Not defined
Secret	Enter the call event subscription's signature secret whose call states you want to watch.
Target ID	Enter the Target ID whose call state changes you want to watch.
Target Type	Select the target whose call state changes you want to watch. For example, user, or a department.

Initiate Outbound Call

Initiates an outbound call to ring all devices (or a single specified device).

Connection	Establish a connection to your Dialpad account.
User ID	Select the User ID from whose account you want to initiate the call.
Phone Number	Enter the phone number including the country code to make the call.
Device ID	Enter the Device ID
Group ID	Enter the Group ID that will be used to initiate the call.
Group Type	Select the group which will be used to initiate the call. For example, Call Center.

Company

Get a Company

Retrieves the company information.

Connection

Establish a connection to your Dialpad account.

Contacts

List Contacts

Returns a list of all contacts, or user's local contacts if the owner ID is provided.

Connection	Establish a connection to your Dialpad account.
Owner ID	Select the Owner ID whose contacts you want to list.
Limit	Set the maximum number of contacts {{Make}} should return during one scenario execution cycle.

Get a Contact

Gets contact by ID.

Connection	Establish a connection to your Dialpad account.
Contact ID	Select the Contact ID whose details you want to retrieve.

Create a Contact

Creates a new contact.

Connection	Establish a connection to your Dialpad account.
First Name	Enter the first name of the contact.
Last Name	Enter the last name of the contact.
Company Name	Enter the contact's company name.
Emails	Add the email address of the contact.
Extension	Enter the contact's extension number.
Job Title	Enter the position of the contact in the company.
Owner ID	Select the Owner ID who owns the contact. If no Owner ID is specified, the contact will be created as a shared contact in your company.
Phones	Add the phone numbers of the contact.
Trunk Group	Enter the contact's trunk group.
URLs	Add the contact's website URL address.

Update a Contact

Updates the provided fields for an existing contact.

Connection	Establish a connection to your Dialpad account.
Contact ID	Select the Contact ID whose details you want to update.
First Name	Enter the first name of the contact.
Last Name	Enter the last name of the contact.
Company Name	Enter the contact's company name.
Emails	Add the email address of the contact.
Extension	Enter the contact's extension number.
Job Title	Enter the position of the contact in the company.
Owner ID	Select the Owner ID who owns the contact. If no Owner ID is specified, the contact will be created as a shared contact in your company.
Phones	Add the phone numbers of the contact.
Trunk Group	Enter the contact's trunk group.
URLs	Add the contact's website URL address.

Delete a Contact

Deletes a contact by ID.

Connection	Establish a connection to your Dialpad account.
Contact ID	Select the Contact ID you want to delete.

Departments

Get a Department

Gets a department by ID.

Connection	Establish a connection to your Dialpad account.
Office ID	Select the Office ID whose department details you want to retrieve.
Department ID	Select the Department ID whose details you want to retrieve.

Numbers

List Blocked Numbers

List all numbers that have been blocked via API.

Connection	Establish a connection to your Dialpad account.
Limit	Set the maximum number of blocked numbers {{Make}} should return during one scenario execution cycle.

List Numbers

Returns a list of numbers in your company-wide.

Connection	Establish a connection to your Dialpad account.
Limit	Set the maximum number of numbers {{Make}} should return during one scenario execution cycle.
Status	Select the status of the number you want to list. For example, blocked.

Get a Number

Returns information about a specified number.

Connection	Establish a connection to your Dialpad account.
Number	Enter the number with the country code whose details you want to retrieve.

Add Blocked Numbers

Blocks the specified number company-wide.

Connection	Establish a connection to your Dialpad account.
Numbers	Add the phone numbers including the country code you want to block.

Remove Blocked Numbers

Unblocks the specified numbers company-wide.

Connection	Establish a connection to your Dialpad account.
Numbers	Add the phone numbers including the country code you want to remove from the blocked number list.

Offices

List Offices

Returns a list of offices.

Connection	Establish a connection to your Dialpad account.
Limit	Set the maximum number of offices {{Make}} should return during one scenario execution cycle.

List Operators

Returns a list of offices.

Connection	Establish a connection to your Dialpad account.
Get Operators for	Select the option whose operators you want to list: Office Department Call Center
Office ID	Select the Office ID whose operators you want to list.
Department ID	Select the Department ID whose operators you want to list.
Call Center ID	Select the Call Center ID whose operators you want to list.
Limit	Set the maximum number of contacts {{Make}} should return during one scenario execution cycle.

List Office Call Centers

Returns a list of operators for the selected place of registration.

Connection	Establish a connection to your Dialpad account.
Office ID	Select the Office ID whose office call centers you want to list.
Limit	Set the maximum number of office call centers {{Make}} should return during one scenario execution cycle.

List Office Departments

Returns a list of departments for a specified office.

Connection	Establish a connection to your Dialpad account.
Office ID	Select the Office ID whose departments you want to list.
Limit	Set the maximum number of office departments {{Make}} should return during one scenario execution cycle.

Get a Call Center

Gets a call center by ID.

Connection	Establish a connection to your Dialpad account.
Office ID	Select the Office ID whose call center details you want to retrieve.
Call Center ID	Select the Call Center ID whose details you want to retrieve.

Get an Office

Gets an office by ID.

Connection	Establish a connection to your Dialpad account.
Office ID	Select the Office ID whose details you want to retrieve.

Get a Plan

Gets the plan for an office.

Connection	Establish a connection to your Dialpad account.
Office ID	Select the Office ID whose plan details you want to retrieve.

Rooms

List Rooms

Returns a list of rooms, optionally filtered by the office.

Connection	Establish a connection to your Dialpad account.
Office ID	Select the Office ID whose rooms you want to list.
Limit	Set the maximum number of rooms {{Make}} should return during one scenario execution cycle.

Get a Room

Gets a room by ID.

Connection	Establish a connection to your Dialpad account.
Room ID	Select the Room ID whose details you want to retrieve.

List a Room's Desk Phones

Returns a list of desk phones for a specified room.

Connection	Establish a connection to your Dialpad account.
Room ID	Select the Room ID whose desk phone details you want to list.
Limit	Set the maximum number of desk phones {{Make}} should return during one scenario execution cycle.

Create a Room

Creates a new room.

Connection	Establish a connection to your Dialpad account.
Office ID	Select the Office ID in which you want to create a new room.
Name	Enter a name for the room.

Update a Room

Updates room details by ID.

Connection	Establish a connection to your Dialpad account.
Room ID	Select the Room ID whose details you want to update.
Office ID	Select the Office ID in which you want to create a new room.
Name	Enter a name for the room.
Phone Number	Add the phone numbers allocated for the room.

Delete a Room

Deletes a room by ID.

Connection	Establish a connection to your Dialpad account.
Room ID	Select the Room ID you want to delete.

Stats

Get Statistics Results

Retrieves the status and results of a specified statistics request.

Connection	Establish a connection to your Dialpad account.
Request ID	Enter the Request ID returned by a POST or stats request. For example, processing.
Limit	Set the maximum number of statuses {{Make}} should return during one scenario execution cycle.

Process Statistics

Begins processing statistics asynchronously returning a request ID to get the status and result of the result.

Connection	Establish a connection to your Dialpad account.
Export Type	Select the export type you want to process: Stats Records
Stat Type	Select the stat type: Calls Csat Texts Recordings Voicemails Onduty Dispositions
Coaching Group	Select whether the statistics should be for the trainees of the coach with the given Target ID. Yes No Not defined
Days Ago Start	Enter the date from which you want to get the statistics. This is the number of days to look back relative to the current day.
Days Ago End	Enter the date until which you want to get the statistics for. This is the number of days to look back relative to the current day.
Is Today	Select whether the statistics are for the current day: Yes No Not defined
Office ID	Select the Office ID for which you want to process the statistics.
Target ID	Select the Target ID whose statistics you want to process.
Target Type	Select the target type whose statistics you want to process. For example, user, or a department.
Timezone	Select the timezone in which you want to process the statistics.

User Devices

List a User's Devices

Returns a list of devices for a specific user.

Connection	Establish a connection to your Dialpad account.
User ID	Select the User ID whose devices you want to list.
Limit	Set the maximum number of devices {{Make}} should return during one scenario execution cycle.

Get a Device

Gets a device by ID.

Connection	Establish a connection to your Dialpad account.
Device ID	Enter the Device ID whose details you want to retrieve.

Users

List Users

Returns a list of users, optionally filtered by email.

Connection	Establish a connection to your Dialpad account.
State	Select the status of the user you want to list: Active All Canceled Deleted Pending
Email	Enter the user's email address whose details you want to list.
Limit	Set the maximum number of users {{Make}} should return during one scenario execution cycle.

Get a User

Gets a user by ID.

Connection	Establish a connection to your Dialpad account.
User ID	Select the User ID whose details you want to retrieve.

List a User's Desk Phones

Returns a list of desk phones for a specified user.

Connection	Establish a connection to your Dialpad account.
User ID	Select the User ID whose desk phones you want to list.
Limit	Set the maximum number of desk phones {{Make}} should return during one scenario execution cycle.

Assign a Number to a User

Assigns a number to a user.

Connection	Establish a connection to your Dialpad account.
User ID	Select the User ID to whom you want to assign the number
Area Code	Enter the area code of the user.
Number	Enter the phone number of the user.

Create a User

Creates a new user.

Connection	Establish a connection to your Dialpad account.
Email	Enter the email address of the user.
Office ID	Select the user's Office ID.
First Name	Enter the first name of the user.
Last Name	Enter the last name of the user.
License	Select the license for the user: Agents Lite support agents Lite lines Talk

Update a User

Updates the provided fields for an existing user.

Connection	Establish a connection to your Dialpad account.
User ID	Select the User ID whose details you want to update.
Admin Office IDs	Add the admin office IDs for the user.
Email	Enter the email address of the user.
Forwarding Numbers	Add the forwarding numbers of the user.
Extension	Enter the extension number of the user.
First Name	Enter the first name of the user.
Last Name	Enter the last name of the user.
Is Super Admin	Select whether the user has super admin permissions: Yes No Not defined
Job Title	Select the position of the user in the company.
License	Select the license for the user: Agents Lite support agents Lite lines Talk
Office ID	Select the Office ID of the user.
State	Select the state of the user: Active Suspended

Delete a User

Deletes a user by ID.

Connection	Establish a connection to your Dialpad account.
User ID	Select the User ID you want to delete.

Other

Make an API Call

Performs an arbitrary authorized API call.

Connection

Establish a connection to your Dialpad account.

URL

Enter a path relative to https://dialpad.com/api. For example: /v2/numbers

	Note
	For the list of available endpoints, refer to the Dialpad API Documentation.

Method

Select the HTTP method you want to use:

GET

to retrieve information for an entry.

POST

to create a new entry.

PUT

to update/replace an existing entry.

PATCH

to make a partial entry update.

DELETE

to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - List Users

The following API call returns all the users from your Dialpad account:

URL:

/v2/users

Method:

GET

Matches of the search can be found in the module's Output under Bundle > Body > items.

In our example, 10 users were returned: