intelliflo Connector
Connect Paradino to your intelliflo office CRM so your team can search and link clients, and push generated documents into intelliflo as file notes. Once a client is linked, every meeting summary or advice document you generate can be pushed to intelliflo, filed against the right client.
What you can do
- Search and link clients. Find intelliflo office clients by name from inside Paradino, then link them to a Paradino client so their documents file correctly.
- Push documents into intelliflo. Send a generated meeting summary or advice document to intelliflo as a file note, filed under a Paradino category with the client's meeting or document details.
- Re-push updates the note. If you edit a document in Paradino and push it again, Paradino updates the existing intelliflo file note rather than creating a duplicate.
- Secure sign-in. Connect using your intelliflo login. Paradino uses intelliflo's authorisation flow, so there's no API key to copy.
Before you start
- Install the Paradino app in intelliflo first. intelliflo office users need to install the Paradino app within intelliflo before connecting. Until that's done, the connection can't be completed.
- Only one CRM at a time. If another CRM is already connected, disconnect it before connecting intelliflo.
How to connect
- In intelliflo office, install the Paradino app.
- In Paradino, go to Connectors in the left-hand sidebar and find the intelliflo office card.
- Click Connect. You'll be redirected to intelliflo to authorise Paradino.
- After authorising, you're taken back to Paradino with intelliflo connected.
Using the connector
- Link a client. Search intelliflo office clients by name and link the right one to your Paradino client.
- Push a document. On a generated meeting summary or advice document, click Sync to push it to intelliflo as a file note. Push again after editing to update the same note.
Managing your connection
To disconnect, open the intelliflo office card on the Connectors page and click Disconnect.
Troubleshooting
I can't complete the connection
Make sure the Paradino app is installed in intelliflo office first. The authorisation step can only succeed once it's in place.
I can't see the Connect button
intelliflo needs to be enabled for your organisation. If the card is missing or greyed out, check with your Paradino Owner.
I want to switch CRMs
Only one CRM can be connected at a time. Disconnect the existing CRM first, then connect intelliflo.
My document didn't appear in intelliflo
Open the meeting summary or advice document in Paradino and click Sync to push it. Also check that the client is linked to the correct intelliflo office client.