FinDash Docs · Reviewed 2026-08-09
Vonage Integration
Connect Vonage credentials, secure live webhooks, and sync supported voice and SMS activity.
Required Credentials
A firm admin opens Firm Settings → Phone & Messaging → Vonage and enters the Vonage API Key, API Secret, and Webhook Signature Secret. FinDash rejects unsigned Vonage webhooks, so the signing secret is required.
Automatic or Manual Webhooks
FinDash attempts to create a Vonage Application, configure webhooks, and link available phone numbers. If automatic configuration reports an error, use the displayed webhook URLs in the Vonage application settings before expecting real-time calls and messages.
Optional Advanced Credential
Some voice and recording workflows may use the optional application private key shown in the advanced setup area. Only add it when the Vonage application requires that capability, and never paste unrelated personal credentials.
Data in FinDash
Vonage can sync inbound and outbound calls, SMS messages, and—when enabled—call recordings and AI-powered transcripts. Supported communication is matched to client records using available phone numbers.
Test and Monitor
Use Test Connection after setup and review whether webhooks were configured automatically. Only firm admins can configure or disconnect Vonage; a failed test usually points to credentials, signing-secret, or webhook configuration.
Open this guide in FinDash Docs