Settings
Manage integrations, notifications, shortcuts, and more
You need admin or agent access to view settings.
System Services
Platform-wide integrations managed via environment configuration
Your API Integrations
Tenant-level services you can configure
How to set this up
- Go to Google Cloud Console and create or open a project.
- Navigate to APIs & Services → Library and enable the Google Calendar API.
- Go to Credentials → Create Credentials → OAuth 2.0 Client ID (application type: Web).
- Use Google OAuth Playground to generate an access/refresh token — scope:
https://www.googleapis.com/auth/calendar. - Calendar ID is your Google account email (e.g.
you@gmail.com) or find it in Google Calendar → Settings → your calendar → "Calendar ID".
How to set this up
- Go to Google Cloud Console → APIs & Services → Library → enable the Gmail API.
- Go to Credentials → Create Credentials → OAuth 2.0 Client ID (type: Web application). Copy the Client ID and Client Secret.
- Add your app's callback URL to the Authorized Redirect URIs list in the OAuth client settings.
- Open Google OAuth Playground → click the gear icon → check "Use your own OAuth credentials" and paste your Client ID & Secret.
- Select the scope
https://mail.google.com/, authorize, then exchange the code for a Refresh Token. Paste it above.
Get your API key from SendGrid Settings. The from address must be a verified sender. System env vars (SENDGRID_API_KEY, SENDGRID_FROM_EMAIL) are used as fallback when blank.
Works with Gmail (App Password required), Outlook, Amazon SES, or any standard SMTP host. Use port 587 (STARTTLS) or 465 (SSL).
Get your API key from resend.com. Free tier includes 3,000 emails/month. The from address must be from a verified domain.
Get your API key and domain from Mailgun Sending Domains. Use your sending domain (e.g. mg.yourdomain.com).
How to set this up
- Log in to your SMS/email marketing provider's dashboard and navigate to API Settings or Developer section.
- Copy the Base URL — this is the root endpoint for their API (e.g.
https://api.twilio.comorhttps://api.klaviyo.com). - Generate or copy your API Key or bearer token from the same section.
- Paste both values above and save. The Marketing section will use these credentials for automated sends.
How to set this up — step by step
- Go to Meta for Developers and click Create App. Choose "Business" as the app type.
- Once created, go to App Settings → Basic. Copy the App ID and App Secret and paste them above.
- Under Add a Product, add Facebook Login. In its settings, add your redirect URI to Valid OAuth Redirect URIs:
<your-domain>/api/social/auth/facebook/callback. - Go to App Review → Permissions and request
pages_manage_postsandpages_read_engagementso your app can publish to your Page. - Save your credentials here, then go to Facebook Manager to connect your Business Page and authorize the app.
Enter credentials from your Smart Credit partner account. The redirect URI to register with Smart Credit is: <your-domain>/api/smartcredit/callback. Once saved, clients will see a "Connect Smart Credit" button in their portal.
Host Notifications
Get alerted when key events happen in your CRM
Keyboard Shortcuts
Customize single-key shortcuts for common actions
Dispute Letter Suggestions
Override which letter template is suggested for each dispute scenario. Leave blank to use the system default.
Environment Overrides
Custom key-value pairs synced with your server
User Permissions
Manage team roles and access levels
Plan Management
Manage beta access and transition users to paid plans
Beta users can continue using the platform until this date, then must choose a plan. Leave blank to keep existing date.
Collector Addresses
Built-in addresses for ~75 common collectors auto-fill letters. Add custom entries for any agency not listed.
| Collector | Address | City/State/ZIP | |
|---|---|---|---|
| Loading… | |||
Change Password
Update your login password.
Password updated successfully.
Sign Out
Sign out of your Evolv account on this device.