Features
Connections
Connect external services like accounting, CRM and calendar to CallMerlin.
Connections
Connections link your existing business software to CallMerlin. Merlin can then retrieve information and perform actions on your behalf.
Supported providers
CallMerlin supports connections via OAuth and API keys. Examples:
- Moneybird - Invoices, quotes, contacts
- Google Calendar - Manage calendar appointments
- Microsoft 365 - Outlook, Teams integration
- 200+ SaaS integrations - Via a unified API
Adding a connection
- Go to Connections in the dashboard
- Click New connection
- Choose your provider
- Follow the authorization steps (OAuth or enter API key)
- Test the connection
Testing a connection
After adding you can test the connection. CallMerlin fetches a sample to verify everything works.
Multiple connections
You can add multiple connections of the same type, for example two different Moneybird administrations.
Removing a connection
Click the trash icon next to the connection. PIN users using this connection will immediately lose access to those tools.
Note: Removal is permanent. The provider authorization will be revoked.