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Configuration

Integrations

Connect email and calendar providers to sync data into your Dial8 workspace.

Dial8 integrates with external email and calendar providers to bring your communication and scheduling data into your workspace.

Connecting an Account

Go to Settings → Integrations and click the provider you want to connect:

Google

Connects Gmail and Google Calendar via OAuth. You'll be redirected to Google to grant access, then returned to Dial8.

Capabilities provided:

  • Email inbox sync (Gmail threads, messages, attachments)
  • Calendar sync (events, attendees, conference links)
  • Send emails via Gmail
  • Create and update Google Calendar events

Microsoft

Connects Outlook and Outlook Calendar via OAuth. You'll be redirected to Microsoft to grant access.

Capabilities provided:

  • Email inbox sync (Outlook threads, messages, attachments)
  • Calendar sync (events, attendees, conference links)
  • Send emails via Outlook
  • Create and update Outlook Calendar events

Local Exchange

Access Exchange calendars stored in macOS Calendar.app through the desktop app. No OAuth required — uses the macOS EventKit framework.

Capabilities provided:

  • Read Exchange calendar events
  • Create, update, and delete events
  • Access attendee information

Multi-Account Support

You can connect multiple accounts across different providers. Each account:

  • Syncs independently
  • Has its own visibility preferences
  • Can be enabled/disabled without disconnecting

Account Preferences

Email Preferences

Per account, configure:

  • Visibility — Show/hide this account's emails in the unified inbox
  • Notifications — Enable/disable email notifications for this account

Calendar Preferences

Per account, configure:

  • Visibility — Show/hide this account's calendars
  • Per-calendar settings — Show/hide individual calendars within the account

Disconnecting

To disconnect an account:

  1. Go to Settings → Integrations
  2. Find the connected account
  3. Click Disconnect

This revokes Dial8's access and stops syncing. Existing synced data remains in your workspace.

OAuth Tokens

Dial8 securely stores OAuth tokens for each connected account. Tokens are refreshed automatically when they expire. If a refresh fails, you'll be prompted to reconnect the account.

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