Getting Started
Caddi gives you two ways to connect your apps: Standard or Enterprise connectors.
• Standard Connectors let you quickly link to your existing accounts with minimal setup.
• Enterprise Connectors give you more control by allowing custom authentication and configuration, ideal for organizations with stricter requirements or special setups.
Standard Applications
These applications are pre-configured to connect your accounts with Caddi and make the process as simple as possible.
Steps
Go to Credentials in the Navigation.
Find the application you want to connect.
Click "Connect"
You will be redirected to that tool's website to log into your account (e.g. Gmail, Zoom, ...)
After logging in, you will be redirected back to Caddi.
Your account is now connected!
How it Works
When you connect an app to Caddi, Caddi acts on your behalf using whatever permissions your account has (limited by the OAuth permissions granted). If you already have specific privileges in that app, Caddi will inherit them accordingly.
Enterprise Applications
Some applications require custom configuration to connect with your organizations specific applications. This may require support from IT or administrators of the applications to set up the connections.
Steps
Go to Credentials in the Navigation.
In the Enterprise Connectors section, locate the tool you want to setup
Click "Setup"
Fill in the required fields for the connection. You may need IT or Admin support for this step.
Click Save Configuration, you should see your new connector in Configured Connections
Go ahead and click Connect, and login with your application credentials!
If you are experiencing issues where clicking "Connect" redirects you to an error page, please delete the connection and check the values provided in the setup. If issues persist, contact Caddi for support.
Applications that Always Require Setup
These applications do not currently have a default setup and will require configuration manually.
Applications that Can be Optionally Configured
If you do not want to use the Caddi pre-configured connector, you can provide your own OAuth application to the following list of tools.
(Missing setup guides coming soon!)
Airtable
Calendly
Docusign
Google
Intuit
Microsoft
Slack
For these apps, you can use the Standard connection if it meets your needs, or configure them as Enterprise connectors if you want greater control or need special permissions.
Tip: If you’re not sure which option to choose, start with a Standard connection. If you find you need deeper customization or run into permission limitations, ask your admin or IT team to switch you to an Enterprise connector.