Gmail Plugin

The Gmail Plugin integrates an PerfectWORK database with a Gmail inbox, so users can keep track of all their work between Gmail and PerfectWORK, without losing any information.

PerfectWORK Online users

For databases hosted on PERFECTWORK sites, follow the steps below to configure the Gmail Plugin.

Install the Gmail Plugin

First, log in to the Gmail account that the user wishes to connect to PerfectWORK.

From the Gmail inbox, click the plus sign icon on the right side panel to get add-ons. If the side panel is not visible, click on the arrow icon at the bottom right corner of the inbox to reveal it.

Plus sign icon on the Gmail inbox side panel.

Then, use the search bar to search for PerfectWORK and locate the PerfectWORK Inbox Addin.

PerfectWORK Inbox Addin on Google Workspace Marketplace.

Or, go directly to the PerfectWORK Inbox Addin page on the Google Workspace Marketplace.

Once the plugin is located, click Install. Then, click Continue to start the installation.

Next, select which Gmail account the user wishes to connect to PerfectWORK. Then click Allow to let PerfectWORK access the Google account. Google will then show a pop-up window confirming that the installation was successful.

Configure the PerfectWORK database

The Mail Plugin feature must be enabled in the PerfectWORK database in order to use the Gmail Plugin. To enable the feature, go to Settings ‣ General Settings. Under the Integrations section, activate Mail Plugin, and then click Save.

The Mail Plugin feature in the Settings.

Configure the Gmail inbox

In the Gmail inbox, a purple PerfectWORK icon is now visible on the right side panel. Click on the PerfectWORK icon to open up the PerfectWORK plugin window. Then, click on any email in the inbox. Click Authorize Access in the plugin window to grant PerfectWORK access to the Gmail inbox.

The Authorize Access button in the right sidebar of the PerfectWORK plugin panel.

Next, click Login. Then, enter the URL of the PerfectWORK database that the user wishes to connect to the Gmail inbox, and log in to the database.

Note

Use the general URL for the database, not the URL of a specific page in the database. For example, use https://mycompany.perfectwork.app, not https://mycompany.perfectwork.app/web#cids=1&action=menu.

Finally, click Allow to let Gmail access the PerfectWORK database. The browser will then show a Success! message. After that, close the window. The Gmail inbox and PerfectWORK database are now connected.

PerfectWORK On-Premise users

For databases hosted on servers, follow the steps below to configure the Gmail Plugin.

Note

As part of their security guidelines, Google requires add-on creators to provide a list of URLs that can be used in actions and redirections launched by the add-on. This protects users by ensuring, for example, that no add-on redirects users toward a malicious website. (Read more on Google Apps Script.)

Since PerfectWORK can only list the perfectwork.app domain and not every on-premise customer’s unique server domain, on-premise customers cannot install the Gmail Plugin from the Google Workspace Marketplace.

Install the Gmail Plugin

First, access the GitHub repository for the PerfectWORK Mail Plugins. Next, click on the green Code button. Then, click Download ZIP to download the Mail Plugin files onto the user’s computer.

Download the ZIP file from the PerfectWORK GitHub repository for Mail Plugins.

Open the ZIP file on the computer. Then, go to mail-client-extensions-master ‣ gmail ‣ src ‣ views, and open the login.ts file using any text editor software, such as Notepad (Windows), TextEdit (Mac), or Visual Studio Code.

Delete the following three lines of text from the login.ts file:

if (!/^https:\/\/([^\/?]*\.)?perfectwork\.app(\/|$)/.test(validatedUrl)) {
     return notify("The URL must be a subdomain of perfectwork.app");
}

This removes the perfectwork.app domain constraint from the Gmail Plugin program.

Next, in the ZIP file, go to mail-client-extensions-master ‣ gmail, and open the file called appsscript.json. In the urlFetchWhitelist section, replace all the references to perfectwork.app with the PerfectWORK customer’s unique server domain.

Then, in the same gmail folder, open the file called README.md. Follow the instructions in the README.md file to push the Gmail Plugin files as a Google Project.

Note

The computer must be able to run Linux commands in order to follow the instructions on the README.md file.

After that, share the Google Project with the Gmail account that the user wishes to connect to PerfectWORK. Then, click Publish and Deploy from manifest. Lastly, click Install the add-on to install the Gmail Plugin.

Configure the PerfectWORK database

The Mail Plugin feature must be enabled in the PerfectWORK database in order to use the Gmail Plugin. To enable the feature, go to Settings ‣ General Settings. Under the Integrations section, activate Mail Plugin, and then click Save.

The Mail Plugin feature in the Settings.

Configure the Gmail inbox

In the Gmail inbox, a purple PerfectWORK icon is now visible on the right side panel. Click on the PerfectWORK icon to open up the PerfectWORK plugin window. Then, click on any email in the inbox. Click Authorize Access in the plugin window to grant PerfectWORK access to the Gmail inbox.

The Authorize Access button in the right sidebar of the PerfectWORK plugin panel.

Next, click Login. Then, enter the URL of the PerfectWORK database that the user wishes to connect to the Gmail inbox, and log in to the database.

Note

Use the general URL for the database, not the URL of a specific page in the database. For example, use https://mycompany.perfectwork.app, not https://mycompany.perfectwork.app/web#cids=1&action=menu.

Finally, click Allow to let Gmail access the PerfectWORK database. The browser will then show a Success! message. After that, close the window. The Gmail inbox and PerfectWORK database are now connected.