Integrations
Connect and manage third-party tools.
20 articles
- Connecting your AccountsConnect Caddi to your tools to start running your loops.
- Tool-by-tool CapabilityInteractions that Caddi can do in each tool
- Integration Permissions FAQ
- Box
- Changing Enterprise Connection ScopesUpdating/Modifying OAuth scopes on an Enterprise Connection
- Zoom Integration GuideConnect Zoom to Caddi and automate your post-meeting workflows
Enterprise Connection Guides
Setup guides for customizable application authentication
- Salesforce SetupConfiguring a custom Salesforce app for use with Caddi
- Laserfiche SetupConfiguring Laserfiche for use with Caddi
- Ringcentral SetupConfiguring RingCentral for use with Caddi
- Microsoft SetupConfiguring Microsoft Graph for use with Caddi
- General Integration FAQReference for common integration questions
- DocuSign SetupIntegration guide for DocuSign eSignatures
- NetDocuments Setup
- Rotating Microsoft Graph Oauth App Client SecretThe process for rotating a new client secret in the Azure console
- Configuring Multiple Instances of an Enterprise Strategy
- Microsoft Azure Approval/Consent GuidanceGuidance for enterprise teams to manage Caddi integration approval and consent configuration.
- Managing Caddi Azure Applications Without User RequestsAllow Caddi application usage in restricted environments.
- Toggl
- Conga SetupLearn how to integrate Conga with Caddi
- Orion SetupConfiguring Orion for use with Caddi