The Azure AD Connector App integrates with Freshchat to seamlessly sync users from Active Directory to contacts or agents in Freshchat. This ensures that user data is consistently updated across both platforms, streamlining user management and enhancing operational efficiency.


With the app, admins can do the following:

  1. Automatically create or delete agents in Freshchat when users are created or deleted in Azure AD.
  2. Automatically create or delete contacts in Freshchat when users are created or deleted in Azure AD.


This article contains:


Installation

1. Create the Freshchat app on Azure AD

Creating the Workato app on Azure AD consists of the following steps:

  • Step 1.1: Register your application
  • Step 1.2: Grant your application permissions
  • Step 1.3: Generate a client secret for your application


Step 1.1: Register your application

Register your Workato application with Azure AD.

  1. Log in to the Azure Active Directory.
  2. Select App Registrations.
  3. On the resulting page, click + New registration.
  4. Name your application. This is the user-facing display name for this application. Microsoft allows you to change this name later.
  5. In Supported account types, select the first option, Accounts in this organizational directory only.
  6. In the Redirect URI field, set the platform type to Web and provide the following redirect URI:
    https://www.workato.com/oauth/callback

  7. The next page displays the details of the newly created application. Copy the Application (client) ID and the Directory (tenant) ID. You will need these values later to authenticate in the app.


Step 1.2: Assign permissions to your application

  1. Select API permissions from the left navigation sidebar and click + Add a permission.
  2. Click Microsoft Graph to open the permissions interface.
  3. Select Application permissions.
  4. Scroll to User. Add the "User.Read.All" and "User.ReadWrite.All" permissions, along with any other necessary permissions, and click Add permissions.
  5. You will see these permissions added to Microsoft Graph. However, you will need admin approval to grant them to your application officially. If you are logged in with an administrator account, click Grant admin consent for Default Directory.
  6. Once admin consent is granted, Microsoft updates the Status column to Granted.


Step 1.3: Generate a client secret for your application

  1. Select Certificates & secrets from the left navigation sidebar.
  2. Click + New client secret.
  3. In the interface that appears, provide a description of the secret and determine when the secret will expire.
  4. Copy and save the Value in a safe place. This is the only time Azure AD displays this value.


2. Install the Azure AD App in Freshchat

To install the Azure AD Connector App, go to Apps > Manage Apps > Custom Apps and search for ‘Azure AD Connector App’. Once you click Install, you will be prompted to enter your Freshchat app credentials.


Step 2.1: Connect your Freshchat account

  1. Enter your Freshchat domain. Enter the URL in the format "yourcompany.freshchat.com".
  2. Enter an admin Freshchat API key and click Authenticate account.
    1. To get this, go to Profile (top right) > Profile Settings.
    2. Click View API key and complete the captcha verification.
  3. Select the agents who will have access to the Azure AD configuration and click Install.


Step 2.2: Connect your Azure AD account

Once the app installation is complete, navigate to the full-page app on the left navigation bar.

  1. Enter the Client ID, Secret, and Directory (tenant) ID that was obtained in the app registration step and click Connect.
  2. Once the app has been authorized, click Proceed.


Account Management

The Analytics dashboard will display the number of successful versus failed jobs, as well as the tasks consumed.


If you want to modify the configured Azure AD account or authenticate with another user’s credentials, you can do so in the Account section.