Integrations

Burhan Kesapli
  • Updated

Access integrations

To access integrations, click SETTINGS_GEAR.svgand expand the list integrations.

Integrations in the app

To make the app even smarter we have integrated some app and programs to make your life even easier. All of these are free of charge and can be activated at any time. 

Office 365 OFFICE_365.svg  

  • Office 365 is a set of workplace productivity tools. This integration will allow you to:

    • Connect Office 365 accounts to the app
    • Synchronize email and folders, compose new and answer emails from within the app.
    • Share emails to chat channel
    • Synchronize calendar events and book meetings with conference links from within the app
    • Synchronize contacts and cread and edit contacts from within the app
  • To integrate Office 365 with the app, you need to connect an exsisting Office 355 account.

    1. Click ADD_SQUARE.svg
    2. Click OFFICE_365.svg
    3. A browser page will open
    4. Login with your credentials
    5. Now you should se the message "Successfully connected"
    Read more about the email settings here
  • There is a lot of smarte features when you have integrated your Office 365 account. Here is a list of what you can do

G Suite G_SUITE.svg

  • G Suite is a set of workplace productivity tools. This integration will allow you to:

    • Connect G Suite accounts to the app
    • Synchronize calendar events and book meetings with conference links from within the app
    • Synchronize contacts and cread and edit contacts from within the app
  • To integrate G Suite with the app, you need to connect an exsisting G Suite account.

    1. Click ADD_SQUARE.svg
    2. Click G_SUITE.svg
    3. A browser page will open
    4. Login with your credentials
    5. Now you should se the message "Successfully connected"
    Read more about the calendar settings here

Slack SLACK.svg

  • Slack is a messaging application for teams. This integration allows you to syncronize chat channels in Slack with chat channels in the app. All messages posted in the Sack channel will also be posted in the app channe, and vice versa. This also goes for messages from integrations in Slack. 

  • To connect a Slack channel with its dito in the app you will need assistance from the people using slack.

    1. Click on Connecting Slack (external link will open in browser)
    2. Then click on "add to slack" or open this link
    3. The slack user need to login to their workspace
  • This is a link to Slacks status info where you can find out if there are any issues with Slack.

Trello TRELLO.svg

  • Trello is a task management system for individual or teams. This integration will allow you to: 

    • Create cards from the app (From scratch or from a chat message)
    • Assign cards from the app
    • Move cards from the app
    • Share cards and lists in a channel
    • Automatically post changes of Treollo boards or cards to a channel
  • It is easy to connect your trello boards to the app. Follow the steps below

    1. Click ADD_SQUARE.svg (A browser page will appear)
    2. Login with your credentials
    3. Click allow
    4. Copy the token
    5. Paste it in the app
    6. Click on connect
  • There is a lot of thing you can do in the app with the Trello integration. Use the guides bellow. 

    1. Create a stream
    2. Share a card / board
    3. Disconnect account

Pipedrive 

  • Pipedrive is a sales CRM system. This integration will allow you to:

    • View and create activites from the app
    • View and create deals from the app
    • Assign deals from the app
    • Automatically post events in Pipedrive to a channel
  • It is easy to connect your Pipedrive account to the app. Follow the steps bellow

    1. Click ADD_SQUARE.svg
    2. Click get Pipedrive API token (will open in a browser page
    3. Login with your credentials
    4. Copy token
    5. Paste in the app
    6. Click connect
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