Guided tour & tutorials – Easy onboarding with Cadulis
Welcome to the step-by-step learning and support space for Cadulis.
Here you’ll find tutorials organized by topic to guide you through configuration, daily usage, and automation of your Cadulis environment.
📂 Available Sections
🧭 Getting Started
Set up your account, configure your first activity types, and discover how Cadulis credits work.
📅 Activity Planning
Create, schedule, modify, or reschedule your activities, and discover auto-planning features and unavailability management.
👥 Team Management
Invite your collaborators, assign them roles, link them to Business Units, and track skills within Cadulis.
🧾 Customer & Activity Management
Create your customer sites, import your databases, add conditional custom fields, and structure your Cadulis CRM.
📝 Forms & Reports
Build custom forms (intervention, closure, customer portal) and create PDF or Excel reports tailored to your branding.
⚙️ Triggers & Automations
Automate your business processes: send emails, create activities, synchronize with your third-party tools…
🔌 Integrations & External Tools
Connect Cadulis to HubSpot, Notion, Pennylane, EBP, Slack, and other tools using external access and triggers.
🌐 Customer Portal
Enable a dedicated portal for your end customers: appointment booking, signature, intervention tracking, and report access.
📊 Dashboards & Data Analysis
View integrated dashboards, connect Power BI or Looker Studio, and create your own tracking reports.
🛠️ Administration & Configuration
Manage Business Units, costs, public holidays, and customize the user interface.
🔐 Security & Technical Architecture
Understand Cadulis’ scalable architecture, asynchronous processing, blockchain-based security, and machine learning.
❓ FAQ – Frequently Asked Questions
Find quick answers to the most common questions by topic: getting started, planning, forms, automation, etc.
💡 Tip
Where to start?
Ensure your success with Cadulis.
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