ConnectMachine Docs

New to ConnectMachine? Follow these steps to set up your account and make your first connection.

1. Download the app from the App Store or Google Play and sign in with email or phone.
2. Create your first card using a template. AI will enrich your details automatically, or you can fill in the details manually.
3. Add it to Apple Wallet/Google Wallet (iOS/Android) for one-tap access from your lock screen.
4. Share your card via QR code, link, and social media. The other person does not need the app.

Everything about your digital business cards lives in the Cards screenin the ConnectMachine app. Create cards, customize them for different audiences, edit details, set up branding, and share, all from one place.

Your first card is created during onboarding. You can add more cards anytime for different contexts.

1. Open the Cards screen in the ConnectMachine app.
2. Tap Create Card to start a new card. You can create multiple cards for different contexts.
3. Fill in your details: name, title, company, phone, email, website, and social links.
4. Choose card theme to match your brand or personal style.
5. Preview and save. Your card is ready to share immediately.

One card works for casual use, but most professionals benefit from creating more than one. Each card can show different information to different audiences.

• Share the right context: A investor pitch event card should not expose your personal number.
• Keep branding consistent: Use the same logo, colors, and company name across cards while varying visible fields.
• Update once, sync everywhere: Edit shared details on a card and all past shares reflect the change.

You can add your calendar to your cards to show your availability and schedule meetings with your contacts.

1. Open the Cards screen and select the card you want to add calendar to.
2. Tap Edit and open the edit screen to add the calendar
3. Tap on the Calendar field to enter the public calendar URL.
4. Tap on the Save button to save the changes.

Card branding is how your digital business card looks and feels. From the Cards screen, you can customize visuals so your card matches your personal or company identity.

1. Open the Cards screen and select the card you want to brand.
2. Tap Edit and open the branding or design options for that card.
3. Update your profile picture, cover image, logo, or color theme using the options shown in the editor.
4. Preview the card to see how branding looks on the live view and same card will look at CM page.
5. Save your changes. Updates appear on your card link, QR code, and Wallet pass.

• Profile picture: Use a high-resolution PNG, JPG, or SVG. (1:1 ratio recommended)
• Banner: Choose a wide image that crops well on mobile and desktop. (16:9 ratio recommended)
• Logo: Use a high-resolution PNG, JPG, or SVG without background or transparent background.
• Brand colors: Pick a brand color with enough contrast for buttons and links.
• Consistency: Apply branding at the team level so new members inherit it automatically.

ConnectMachine gives you several ways to share. Pick the method that fits the moment. Recipients can view and save your details without downloading the app.

1. Open the card you want to share.
2. Tap Share and choose QR, link, social media, email, Apple Wallet, or Google Wallet.
3. Confirm the right card is selected if you have multiple cards.
4. Let them save. They can add your details to their contacts in one tap.

Keep your card one tap away. Add the ConnectMachine widget to your home screen and share your details instantly no need to open the app.

1. From your device's home screen, open the widget screen and add the ConnectMachine widget.
2. In the app, open any card and go to the Share Your Card screen.
3. Tap Add Card to Home Widget to add the card to your home screen.
4. Your card now appears in the widget, ready for quick sharing straight from your home screen.

Keep your card list tidy by archiving cards you don't use often, or remove them entirely when you no longer need them.

Delete Card - Remove a card from your list permanently.

1. Open the card and go to the Edit Card screen.
2. Tap Delete Card and confirm.

Archive Card - Archive a card from your list temporarily.

1. Open the card and go to the Edit Card screen.
2. Tap Archive Card The card moves to your archived list and you can unarchive it anytime.
3. To view archived cards, scroll to the bottom of your card list and tap the Archived Cards button. This shows all your archived cards.
4. To bring a card back, open it from the archived list and tap Unarchive to move it back to your main list.

Important Notes

• You can archive or delete a card only if you have more than one card. Your last remaining card can't be archived or deleted.
• If the card you're deleting has saved contacts, the confirmation screen includes a "Permanently delete contacts" option that is ticked by default. If you leave it ticked, those contacts are deleted along with the card. To keep your contacts, untick this option before confirming.

Received a paper business card? Point your camera and ConnectMachine's AI reads it for you. Names, titles, phone numbers, and emails are extracted and saved as a clean contact entry.

1. Open the scanner from the bottom navigation bar or add contact manually from Contacts screen while clicking on + button.
2. Point your camera at the business card and capture the image.
3. Review extracted fields and correct anything the AI missed.
4. Save to your network. The contact is searchable and ready for notes and follow-up.

Scan someone's LinkedIn QR code and ConnectMachine instantly captures them as a contact complete with their profile link and enriched public details.

1. Open the scanner and point your camera at the person's LinkedIn QR code.
2. ConnectMachine saves them as a new contact in your network.
3. The contact includes a link to their LinkedIn profile tap it to open their profile directly in LinkedIn.
4. ConnectMachine automatically enriches the contact with publicly available data, all stored alongside the LinkedIn profile inside the contact.

Use ConnectMachine directly in WhatsApp to add contacts without opening the app. Share a photo of a business card, paper note, or any snap, and AI extracts the details and saves them to your ConnectMachine account.

1. Open WhatsApp and start a chat with ConnectMachine on this number +1 (555) 748-0374.
2. Share a photo of a business card, paper note, event badge, or any image with contact details.
3. Let AI process the image. ConnectMachine reads the content and creates or updates the contact in your app.
4. Open the ConnectMachine app to review the new contact in your network.

Bring your existing contacts into ConnectMachine in just a few taps, from wherever they live.

Met several people at the same place? ConnectMachine helps you keep them together. When you scan more than two contacts in the same location, an event sheet automatically appears so you can group them.

1. Scan contacts as usual. After more than two scans in the same location, the event sheet is triggered automatically.
2. Add an event (for example, a conference, meetup, or dinner).
3. The contacts you scanned are grouped under that event.
4. Later, you can quickly find everyone you met at that place by opening the event.

Once contacts are in your network, the contact details screen gives you several ways to stay in touch.

Send text messages to other ConnectMachine users through ConnectMachine NetSend.

1. Open a contact's details. If a chat icon appears, that contact is on ConnectMachine and available for NetSend.
2. Tap the chat icon and send your message.
3. The recipient sees your message on a silent screen. As soon as they read it and exit the chat, the message is automatically deleted.

Share any contact as a vCard (VCF) file.

1. Open the contact's details and tap the ⋮ (triple-dot) menu.
2. Choose Share Contact. This opens your phone's native share screen.
3. Send the vCard through any app or channel available on your device.

Reach out to a contact directly from their details screen.

1. Open the contact's details and tap the ⋮ (triple-dot) menu.
2. Choose to follow up by text or email. ConnectMachine shows a ready-made template message.
3. Edit the template as needed and send. Available only when the contact has a mobile number or email saved.

Sometimes a quick voice memo is the easiest way to remember a conversation. While saving a contact, you can attach a voice note to help you recall who they are and what you discussed.

1. While saving a contact, tap Add Voice Note.
2. Record your note, anything that helps you remember the person or the conversation.
3. Save. The voice note is attached to the contact and available whenever you open it.

Find anyone in your network fast, whether you remember their name, their company, or just where you met them.

ConnectMachine automatically keeps your list free of duplicates. It checks for duplicate contacts and re-checks every 24 hours, so new duplicates are caught over time.

1. When possible duplicates are found, a suggestion appears at the top of your contact list.
2. Open it to see the suggested duplicate contacts.
3. Merge them, all in one tap, or one by one.
4. Ignore them, all at once, or one by one.

Networks let you organize your contacts into separate groups, and each network has its own card. Here's how to view, reorder, and manage them.

Export all contacts from ConnectMachine as a CSV file. The file is sent to the email address registered on your account, so you can open it on your phone, computer, or import it into another app.

1. In the bottom menu bar, tap the three dots icon.
2. Go to Settings from the menu.
3. Tap Export contacts to start the export.
4. Check your registered email for the CSV file once the export is ready.

• CSV format: The file includes your contact details in a standard format you can open in spreadsheets or CRM tools.
• Registered email only: ConnectMachine sends the export to the email address linked to your account for security.
• Full network export: All contacts saved in ConnectMachine are included in the file.

Your private AI agent that understands your network. Ask questions in plain language, recall who you met and where, and trigger actions like scheduling or sharing without digging through your contact list manually.

Record your meetings and let ConnectMachine do the writing. When you stop recording, AI Notetaker processes the audio and gives you a clean summary and full transcript, ready to share.

Admin Branding Controls let team admins apply a consistent look across every member's digital card. Instead of default ConnectMachine styling, cards show your company logo, banner, and brand colors on the card itself and on shared card links.

Branding controls cover the visual identity that appears on cards and shared profile pages.

Configure branding once from the admin dashboard. Updates roll out to the whole team.

1. Open team admin settings in ConnectMachine.
2. Go to Branding Controls under your team workspace.
3. Upload your company logo and banner or cover image.
4. Set brand colors and add company details.
5. Save and preview a member card to confirm the look.

A few quick guidelines for the best results.

• Logo: Use a high-resolution PNG, JPG, GIF, WEBP, or SVG without background or transparent background.
• Cover image (Banner): Choose a wide image that crops well on mobile and desktop. (16:9 ratio recommended)
• Consistency: Apply branding at the team level so new members inherit it automatically.
• Modification Team members can customize theme colors, cover image, profile picture and logo on their own cards

Custom Domain Configuration lets you host your public profile and shared card links on a domain you own, such as card.yourcompany.com. Visitors see your brand in the URL bar, not a default ConnectMachine link.

A custom domain keeps your card links professional and fully on-brand.

Most setups complete in minutes once DNS records are added.

1. Open domain settings in ConnectMachine.
2. Enter your domain, for example card.yourcompany.com.
3. Copy the DNS records shown in the setup flow.
4. Add the records at your DNS provider or registrar.
5. Verify and go live once ConnectMachine confirms the domain and SSL are active.

After setting up your custom domain in ConnectMachine, your card has its own share-ready link. A common mistake is sharing the base domain URL (for example, https://connect.yourdomain.com) on its own. The base URL alone does not include the unique card token, so it won't load any card and will show an "invalid share link" error.

How to get the correct share link

1. Open the ConnectMachine app.
2. Go to the Share Your Card screen.
3. Copy the card link displayed there.
4. That's your ready-to-share link.

What the correct link looks like

• Incorrect (base URL only): https://connect.yourdomain.com
• Correct (with card token): https://connect.yourdomain.com/abc123

ConnectMachine provides the exact record values during setup. Most configurations use a CNAME or A record pointing to our servers.

A few things to keep in mind for a smooth rollout.

• Subdomains: Use a subdomain like card. or me. if your root domain hosts a website elsewhere.
• Propagation: DNS changes can take up to 48 hours, though many providers update within minutes.
• SSL: Wait for verification to finish before sharing the new URL publicly.
• Team rollout: Once verified, shared card links automatically use your custom domain.

Subscribe to contact events and ConnectMachine sends a JSON POST to your HTTPS endpoint whenever one fires. Deliveries are asynchronous and retried on transient failures.

Three event types cover the full contact lifecycle.

1. Open webhook settings in ConnectMachine.
2. Add your HTTPS endpoint as the destination URL.
3. Choose events to subscribe to.
4. Save, then send a test event below.
5. Check delivery logs for status and timings.

Fire a sample contacts.* delivery to verify your endpoint accepts the payload and returns 2xx.

Every delivery is a JSON POST with the headers below. Transient failures are retried; logs show the result.

• Timeout: 10 seconds.
• Retries: up to 3, 6 minutes apart (4 attempts total).
• Logs: include status, status_code, timings, and a response body capped at 4096 bytes.

Created and updated events share an envelope wrapping one or more contact objects. Deleted events carry IDs only.

Envelope

{
  "event_id": "delivery_id",
  "occurred_at": "2026-05-15T10:30:00Z",
  "source": "contact_import",
  "source_id": "import_id",
  "batch": {
    "index": 1,
    "count": 100,
    "max_size": 100
  },
  "data": {
    "event_type": "contacts.created",
    "contacts": []
  }
}

Contact body

A complete sample contacts.created delivery, with the contact field reference alongside.

{
  "event_id": "delivery_id",
  "occurred_at": "2026-05-15T10:30:00Z",
  "source": "contact_import",
  "source_id": "import_id",
  "batch": {
    "index": 1,
    "count": 100,
    "max_size": 100
  },
  "data": {
    "event_type": "contacts.created",
    "contacts": [
      {
        "id": "contact_id",
        "first_name": "John",
        "last_name": "Doe",
        "company": "Example Corp",
        "job_title": "Product Manager",
        "label": "Work",
        "notes": "Met at event",
        "primary_email": "john.doe@example.com",
        "primary_phone": "+15550101010",
        "emails": [{ "label": "Work", "value": "john.doe@example.com" }],
        "phones": [{ "label": "Mobile", "value": "+15550101010" }],
        "websites": [{ "label": "Company", "value": "https://example.com" }],
        "socials": [
          { "linkedin_url": "https://linkedin.com/in/john-doe" },
          { "github_url": "https://github.com/john-doe" }
        ],
        "custom": [{ "label": "CRM Owner", "value": "Sales" }],
        "address": {
          "formatted": "123 Market Street, San Francisco, CA, USA, 94105",
          "raw": {}
        },
        "where_we_met": {
          "formatted": "Moscone Center, San Francisco, CA, USA",
          "raw": {}
        },
        "tags": [{ "name": "Conference", "type": "event" }],
        "notetaker_sessions": [
          {
            "session_id": "session_id",
            "title": "Meeting note",
            "summary_url": "https://...",
            "audio_url": "https://...",
            "created_at": "2026-05-15T10:00:00Z",
            "updated_at": "2026-05-15T10:05:00Z"
          }
        ],
        "created_at": "2026-05-15T10:00:00Z",
        "updated_at": "2026-05-15T10:05:00Z"
      }
    ]
  }
}

Deleted events

Same envelope, but contacts is replaced by contact_ids.

{
  "event_id": "delivery_id",
  "occurred_at": "2026-05-15T10:30:00Z",
  "source": "manual",
  "source_id": "source_id",
  "data": {
    "event_type": "contacts.deleted",
    "contact_ids": ["contact_id"]
  }
}

Best Practices

• Return 2xx quickly: acknowledge first, queue slow work for the background.
• Be idempotent: events can be redelivered; key off X-ConnectMachine-Delivery-ID.
• Tolerate missing optional fields: not every contact has every field.
• Log event_type and delivery_id for traceability.
• Keep responses small: bodies are truncated to 4096 bytes in logs.

Troubleshooting

Automate contact workflows in Zapier and send ConnectMachine events to Salesforce, HubSpot, Zoho, Pipedrive, or any other Zapier-supported CRM.

What this guide helps you build

A Zapier automation where ConnectMachine sends contact events to a Zapier webhook, Zapier reads the event payload, and your selected CRM creates, updates, or processes the contact automatically.

Before you start

• A ConnectMachine subscribed account with Webhook Integration available.
• A Zapier account.
• Access to the CRM you want to update, such as Salesforce, HubSpot, Zoho, or Pipedrive.
• A clear decision about which event should trigger the workflow: contact created, contact updated, or contact deleted.

End-to-end flow

1. Create a new Zap in Zapier.
2. Choose Webhooks by Zapier as the trigger and select Catch Hook.
3. Copy the Zapier webhook URL.
4. Paste that URL into ConnectMachine under Settings > Webhook Integration.
5. Enable the ConnectMachine event or events you want Zapier to receive.
6. Trigger a test event from ConnectMachine and confirm Zapier receives it.
7. Optionally add a Zapier Filter so the Zap only continues for one event type.
8. Choose your CRM action, map fields from the webhook payload, test the action, and publish the Zap.

Step 1: Open Webhook Integration in ConnectMachine

In the ConnectMachine app, open Settings and tap Webhook Integration under Integrations.

Step 2: Create a Webhook Trigger in Zapier

In Zapier, create a new Zap. For the trigger app, choose Webhooks by Zapier. For the trigger event, choose Catch Hook. This gives Zapier a unique URL that can receive events from ConnectMachine.

Step 3: Copy the Zapier Webhook URL

After the Catch Hook trigger is configured, Zapier shows a webhook URL. Copy this URL. Treat it like a private endpoint because anyone with the URL can send data to the Zap.

Step 4: Add the Endpoint URL in ConnectMachine

Paste the Zapier webhook URL into the Endpoint URL field in ConnectMachine. Turn on Webhook Integration, then enable the events you want to send.

• Create Contact sends contacts.created when a contact is added.
• Update Contact sends contacts.updated when a contact changes.
• Delete Contact sends contacts.deleted when a contact is removed.

Step 5: Send a Test Event to Zapier

After the URL is saved and an event is enabled, create, update, or delete a contact in ConnectMachine to generate a webhook event. Return to Zapier and use Test trigger or Find new records. Select the request Zapier found, then continue.

Step 6: Set the Child Key to data

In the Catch Hook configuration, set Pick off a Child Key to data. This tells Zapier to use the main event body, where ConnectMachine sends event_type, contacts, and contact_ids.

i

Why the child key matters

ConnectMachine sends delivery metadata at the top level and workflow data inside data. Using data as the child key makes Zapier field mapping cleaner. For create/update events, use Contacts [0] fields for normal single-contact events. For import batches, use Zapier looping or line-item handling if you want to process every contact in the batch.

Step 7: Filter by Event Type

If the same Zapier hook receives multiple event types, add Filter by Zapier before your CRM action. Configure the filter so Event Type exactly matches the event this Zap should handle.

• For a create workflow, filter Event Type exactly matches contacts.created.
• For an update workflow, filter Event Type exactly matches contacts.updated.
• For a delete workflow, filter Event Type exactly matches contacts.deleted.

Step 8: Choose Your CRM Action

Add the CRM you want to update as the next Zap step. The screenshots use Salesforce as an example, but the same pattern works for any Zapier-supported CRM.

Choose the CRM action that matches your workflow. For example, choose Create Contact for a contacts.created Zap. Connect the CRM account when Zapier asks for authorization.

Step 9: Map ConnectMachine Fields to CRM Fields

In the CRM action setup, use Zapier's field picker to map values from the webhook payload into the CRM fields. For normal create/update events, contact fields appear under Contacts [0].

• Map First Name to Contacts [0] > First Name.
• Map Last Name to Contacts [0] > Last Name.
• Map Email to Contacts [0] > Primary Email, or to Contacts [0] > Emails [0] > Value.
• Map Phone to Contacts [0] > Primary Phone, or to Contacts [0] > Phones [0] > Value.
• Map social URLs directly by key, such as linkedin_url or github_url.

Step 10: Test and Publish

Use Zapier's Test step to send the sample contact to your CRM. Confirm the CRM record is correct, then publish the Zap.

Monitor Delivery in ConnectMachine

ConnectMachine shows recent webhook deliveries with status codes, attempt counts, request payloads, and response bodies. A 200 response means Zapier accepted the event. Failed deliveries should be inspected from the response body and retried after the endpoint issue is fixed.

Payload reference

ConnectMachine sends JSON to the Zapier URL. The event name is inside data.event_type. Create and update events include data.contacts. Delete events include data.contact_ids.

{
  "event_id": "delivery_id",
  "occurred_at": "2026-05-15T10:30:00Z",
  "data": {
    "event_type": "contacts.created",
    "contacts": [
      {
        "id": "uuid-1234",
        "first_name": "John",
        "last_name": "Doe",
        "company": "Acme Corp",
        "primary_email": "jondoe@mail.com",
        "primary_phone": "+14155550123",
        "emails": [{ "label": "Work", "value": "johndoe@example.com" }],
        "phones": [{ "label": "Mobile", "value": "+14155550123" }],
        "socials": [
          { "github_url": "https://github.com/johndoe" },
          { "linkedin_url": "https://linkedin.com/in/johndoe" }
        ],
        "created_at": "2026-05-15T10:00:00Z",
        "updated_at": "2026-05-15T10:05:00Z"
      }
    ]
  }
}

Delete events use this shape:

{
  "event_id": "delivery_id",
  "occurred_at": "2026-05-15T10:30:00Z",
  "data": {
    "event_type": "contacts.deleted",
    "contact_ids": ["contact_id1", "contact_id2"]
  }
}

Recommended Zap patterns

Troubleshooting

• Zapier does not find a test record: make sure the ConnectMachine endpoint URL exactly matches the Zapier hook URL, the integration is turned on, and at least one event is enabled. Then create, update, or delete a contact again.
• Fields are hard to map in Zapier: set the Catch Hook child key to data and retest the trigger.
• The wrong event reaches the CRM action: add a Filter by Zapier step and match event_type exactly.
• Only one imported contact appears in the CRM: import events can contain multiple contacts; use Looping by Zapier or a CRM bulk action if you want every contact processed.
• Zapier receives the event but the CRM action fails: check the CRM action's test result and the ConnectMachine Recent Events response body.
• Social URLs are hard to map: use the platform-specific key, such as linkedin_url, github_url, twitter_url, facebook_url, youtube_url, or instagram_url.

Security and maintenance

• Keep the Zapier webhook URL private.
• Use only HTTPS webhook URLs.
• Disable events in ConnectMachine if a Zap should stop receiving them.
• If you replace the Zapier hook URL, update the Endpoint URL in ConnectMachine.
• Review Recent Events after publishing to confirm production events are reaching Zapier successfully.
• Verify in your integrated CRM or workflow that the data appears correctly.

Refer ConnectMachine to friends and connections to earn rewards and extend your own subscription time. Share your personal link and track who signs up or subscribes through it.

1. In the bottom menu bar, tap the three dots icon.
2. Go to Settings from the menu.
3. Tap Invite Friends to open your referral options.
4. Copy your referral link to share manually, or share directly via social media, messenger, email, and other apps.
5. Tap Track Referrals to see how many people signed up using your link and how many purchased a subscription.