Cardin multi-connector add-on
The Cardin multi-connector add-on can connect to multiple cloud apps (e.g. CRM, accounting, etc.) at the same time and display matching results from each app simultaneously. We built this as a way of rapidly prototyping Gmail and Outlook add-ons and also to address the need for power users to easily handle multiple cloud apps or multiple accounts within the same cloud app. This add-on is free to use.
What the Cardin add-on can do?
User data privacy and security is a top priority for us, so before venturing deeper into the Add-on configuration process, we would like to explain what we ask you to give us access to and, more importantly, why, when you launch the Add-on for the first time:
You can choose from connector types that we created to help you connect to popular tools ranging from CRM systems to powerful workflow products such as Flow that allow you to create connections to hundreds of applications (we are constantly expanding the list, so be sure to subscribe to stay notified):
Contextually access contacts from 1CRM all-in-one platform and keep track of your pending activities for the upcoming week directly from your inbox!
Bring Close CRM functionality to your inbox: the integration includes contextual lead querying and a single-display experience: traverse matched leads, view opportunities, contacts, tasks, activities and custom fields at a glance. You can also manage lead's info directly in Add-on!
Have relevant contact info from your Creatio account at a glance at all times while browsing your daily mail!
Sync contact and company info and get pipeline reports from simple CRM tailored for small businesses and make it even less annoying by staying in your inbox (contact add & edit features included)!
Directly access your Pipedrive account from Gmail – whether you want to see detailed contact info or assigned deals and activities without leaving your inbox – our Pipedrive Connector is the right tool for the job!
Directly access your QuickBooks account from Gmail – want to see outstanding invoice or bill information related to a customer or supplier that you just received an email from? No need to interrupt your flow – just use our QuickBooks connector!
Get and send data from and to literally hundreds of different cloud apps, be it QuickBooks, MailChimp, Trello, Outlook via workflow tools like Microsoft Flow and much more – and have all of them at your fingertips at the same time while you traverse your daily mail with our Webhook connector!
Creating a Connector is as simple as choosing what type you want to use and filling out the required configuration fields. In most cases, you only need to edit a Connector name to be able to identify it easily (you can leave everything as is, of course, and make changes later), but some Connectors require a more sophisticated configuration – do not worry, you will be guided through each step of the process and if you still encounter difficulties, you can always ask us for help or refer to our comprehensive tutorials
Each connector type has general settings that allow you to set its basic configuration and behaviour and additional settings specific to the type you chose:
Connector display name
Every Connector type requires new instances to be named. By default, it is set to the Connector’s type name, but can be anything you want it to be (just remember that if you try to save an unnamed one, it will be created with default name)
Some Connectors can be configured to perform different actions, such as searching contact info or creating pipeline reports. You can create multiple instances of the same type performing different actions
Free tiers of most workflow tools like Flow have quota limits on how many times an integration can be run per month – understanding these limitations led us to the idea of giving you a choice to set up your Connectors as manual to only run when explicitly invoked:
All new Connectors default to run manually if not set otherwise, so you will not accidentally end up using your quota on a single Connector that you forgot to turn off!
You can check at a glance whether the Connector is manual or automatic and if the currently open email was matched by one of the Connectors set to auto or if any of them was misconfigured:
If you have a favourite Connector or just want to get straight to the point without choosing which Connector to open each time – just set it to be the default one – and it will be run every time you open a new email or refresh the Add-on:
Note that a list of available Connectors will be appended to the bottom of the display card under «Other connectors» section.
If you ever get tired of the Connector constantly being shown or change your mind, you can switch it off anytime by going to the settings card!
Many Connector types require additional setup to work correctly or provide optional features (e.g. custom icons for QuickBooks or pipeline Ids for LessAnnoying CRM).
If you choose such a Connector, you will be prompted to fill out additional fields (but do not worry – the Add-on will promptly explain each step necessary)
After you finish setting up a Connector, it will appear in a list of configured Connectors at the top of the settings card – clicking on one of them will open a new card with the current Connector settings and an ability to update, authorize or remove it.
You can find instructions on less obvious steps of managing existing Connectors below:
If you do not like how the Connector list looks like (by default newer Connectors are pushed to the bottom of the list), you can set your own order!
Go to «Settings» screen and choose between one of three ordering types and if the list should be displayed in reverse:
By creation time
You can remove any Connector by simply clicking on “remove” button in its settings card. As this is a sensitive action that can be triggered accidentally, you will be shown a confirmation card to make sure you really want to delete it:
If the Connector requires a Cardin for Gmail integration to be installed to your account, confirmation card will present you with an option to remove with the Connector itself:
And finally, if your Connectors list ever becomes unmanagible or you would like to start fresh – just open the advanced settings section and perform a full reset:
Please, note that doing so will wipe any Connectors that you currently have as well as any preferences you might have set for the Add-on without any possibility of restoration!
But do not worry, you will be asked to confirm this action:
In case the Add-on ever encounters an error that cannot be resolved by built-in error handling, it will display a user-friendly message that will help you troubleshoot if the issue is easy to solve (do not hesitate to contact us if you need assistance)
Most common error causes are:
Loss of access to your account
If you run an unauthorized Connector or lose access to your account on endpoint resource (e.g. due to credentials change), the Add-on will prompt you to reauthorize it (for OAuth 2.0 flow-based Connectors) or update your credentials (for API token-based ones):
In case of a correctly configured Connector endpoint service becoming unavailable, a prompt describing failure reason will be shown (please, note that while we aim to provide you with the most relevant info, our ability to display relevant prompts depend heavily on the service in question):
Some Connectors require specific configuration (such as endpoint URL for Webhook type) to be set up to work properly – in case of misconfiguration the Add-on will notify you of the problem and available solutions (if any and the issue isn’t obvious from the prompt itself):
Connecting to restricted APIs
Sometimes an external API you add as a Connector endpoint will require you to authorize to it with your user credentials. If this is the case, you can start the authorization process from home screen right after creating the Connector (Auth 2.0 flow only) or can at any point in time from Connector settings screen
Currently we support OAuth 2.0 and API token authorization flows – please, let us know if you want another type to be added – we will gladly add it in the next update!
A lot of modern APIs support user-friendly and highly secure industry-standard authorization protocol OAuth 2.0. If the endpoint application you wan to connect to supports it – we got it covered!
To authorize Cardin to access your account via OAuth 2.0, simply sign in and review required permissions in a popup dialog, and leave the rest to us
At the moment, only QuickBooks Connector uses this flow type, but expect more apps to join as we constantly expand our roster!
APi token-based authorization flow is used by some of the endpoint applications for its simplicity and improved security over client credentials exchange (login and password) – in general, you have to obtain an API token from the endpoint resource to authorize it.
To ensure that the process is easy for you, we provide a direct link and clear instructions on how to get the token for each Connector that supports API token authorization – just copy & paste it to authorization section input!