Connect Cadulis to external services

Connect your Cadulis to your business environment

Cadulis easily interfaces with your external tools thanks to dedicated connectors or configurable web services.

You can automate workflows such as:

• Creating interventions
• Updating customer records
• Retrieving documents from your accounting system

This guide walks you step by step through configuring the main types of external access.

1. Accessing integrations

From the left sidebar menu:

1. Click on Settings
2. Select Connect Cadulis to external services
3. Click on External access
4. Then click on Create external access

2. Choose the type of external access

Here are the main types offered and their specific features:

🔁 REST Webservice

Bidirectional connection between Cadulis and a third-party tool (CRM, customer portal, ERP, etc.).

Fields to fill in:

• Name and description
• Access restrictions (types of interventions, visibility)
• Granular permissions: view, edit, create, close, etc.
• Field processing rules (merge, overwrite, etc.)

🎯 Recommendation: only enable strictly necessary permissions.

Technical documentation is available via swagger here: 👉 Swagger Incoming API Cadulis

📋 Kizeo Forms Webhooks

Connection between Kizeo Forms and Cadulis.

• Name, description
• Permissions: create, edit, close
• Automatic injection of custom fields
• Editable JSON transformation

🔗 Receiving data from HubSpot

Direct connection to your HubSpot account to retrieve contacts or customers.

Steps:

1. Create the access (name, BU, description)
2. Save
3. Edit > Connect HubSpot via secure redirection
4. Monitor via exchange logs

📘 Receiving data from Notion

Automate the creation of Cadulis activities from Notion items (tickets, tasks, etc.).

• Create the access (name, BU)
• Secure connection to Notion
• Access to technical logs

📄 Receiving billing documents from EBP

Connection with EBP - Gestion commerciale.

⚠️ Requires activation of the EBP Rest API (via their support).

• Enter the Client ID and Client Secret in Cadulis
• Accounting documents are received automatically
• Monitoring via exchange and error logs

💼 Connection with Pennylane (via trigger)

Automatically transform your Cadulis interventions into quotes or invoices in Pennylane.

Prerequisites:

• Active Cadulis account + active Pennylane account
• Numbering defined in Pennylane

Steps:

1. Enable financial management in Cadulis:
   • Settings > Catalog
   • Select the activity type > Enable billing data
2. Create a trigger in Settings > Triggers
3. Select Invoice with Pennylane
4. Connect your Pennylane account via secure redirection
5. Configure the conditions and data to be sent

A customer record is automatically created in Pennylane if it does not already exist.

📬 External mailbox

Allows Cadulis to automatically read a mailbox and extract information to create or update activities.

• Automatic import every 15 minutes
• POP3 / IMAP, SSL, ports, credentials
• Mapping via custom tags:
  • {field} for single-line extraction
  • {{field}} for multi-line extraction
• Possible extraction of attachments

3. Best practices

Go further

Check the specific guides for each connector:

• Send Cadulis activities to HubSpot
• Receive data from HubSpot
• Integrate Cadulis with Pennylane
• Connect EBP to Cadulis
• Connect Speakylink
• Use Kizeo Forms with Cadulis
• Sync with Google Calendar
• Sync with Outlook Calendar