What connecting does

A Loop can only touch the tools you have connected it to. Connecting an account tells Caddi to act as you, inside that tool, with exactly the permissions your own account already has — never more. If you cannot see a matter in iManage, neither can a Loop running under your connection.

You manage all of this in one place: Integrations in the left-hand navigation.

Two kinds of connector

Every connector in the catalog is one of two kinds, and the card tells you which before you click it.

Connect yourself — sign in and it works. Caddi already supplies the application registration, so there is nothing for IT to do first.
Advanced connectors — your organization registers its own application in the tool first, then everyone connects against it. These are the ones that need an administrator, and they are grouped separately on the page.

Advanced connectors are called Enterprise connectors in some older articles. Same thing.

Connecting an account yourself

Open Integrations from the left-hand navigation.
Find the tool in the catalog, or search for it.
Click Connect.
You are sent to that tool's own sign-in page — Google, Zoom, Clio, whichever it is — and you sign in there. Caddi never sees your password.
You are returned to Caddi and the tool moves into Your connections.

If the connector you want sits under Advanced connectors and nobody at your firm has set it up yet, the card will say so and offer to send the request to an administrator.

Can't find a tool? Search the catalog first — it is long. If it genuinely is not there, use Request a connector at the bottom of the page.

Setting up an advanced connector (administrators)

Firm-wide connector setup lives in Settings → Integrations, and only organization administrators and owners can see it. Members reach it through Manage for your organization on the Integrations page if they have the right role.

Go to Settings → Integrations.
Find the connector you want to configure. The Needs attention filter shows connectors that Loops already depend on but that nobody has configured yet — start there.
Click Set up and fill in the fields the tool requires. These usually come from an application you register in the tool itself, so you may need help from whoever administers it.
Save. The connector then appears for everyone in your organization, and each person still connects their own account to it.

Advanced connectors are part of the Advanced Integrations entitlement. If your plan does not include it, these connectors appear locked rather than requestable — talk to us about your plan.

If clicking Connect lands you on an error page, delete the connection and re-check the values entered during setup. If it keeps happening, contact Caddi support.

Using your own application for a standard connector

Some tools work both ways. Caddi ships a ready-made connector you can use immediately, and your organization can also register its own application if you want tighter control over scopes, consent or audit. The following support both routes:

Airtable, Asana, Basecamp, Calendly, ClickUp, Clio, DocuSign, FreshBooks, GitHub, Google Workspace, HubSpot, LawPay, Linear, Mailchimp, Microsoft 365, NetDocuments, PagerDuty, QuickBooks, RingCentral, Slack, Trello, Webex and Zoom.

Start with the standard connector. Move to your own application only if you hit a permission limit or your IT team requires it.

Setup guides, tool by tool

Caddi connects to 92 services today. Every one with a guide is listed below.

Connect yourself

Airtable — Airtable Setup
Asana — Asana Setup
Basecamp — Basecamp Setup
Box — Box
Buffer — Buffer Setup
Calendly — Calendly Setup
ClickUp — ClickUp Setup
Clio — Clio Setup
Dext — Dext Setup
DocuSign — DocuSign Setup
Expensify — Expensify Setup
Filevine — Filevine Setup
Fireflies — Fireflies Setup
FreshBooks — FreshBooks Setup
GitHub — GitHub Setup
Google Workspace — Google Setup and Google Service Account Setup
Granola — Granola Setup
HubSpot — HubSpot Setup
Jotform — Jotform Setup
LawPay — LawPay Setup
Linear — Linear Setup
Mailchimp — Mailchimp Setup
Microsoft 365 — Microsoft Setup
monday.com — monday.com Setup
NetDocuments — NetDocuments Setup
PagerDuty — PagerDuty Setup
QuickBooks — QuickBooks Setup
Relevance AI — Relevance AI Setup
RingCentral — Ringcentral Setup
Slack — Slack Setup
Toggl Focus — Toggl Focus Setup
Toggl Track — Toggl
Trello — Trello Setup
Typeform — Typeform Setup
Wealthbox — Wealthbox Setup
Webex — Webex Setup
Zoom — Zoom Integration Guide and Zoom Custom OAuth App Setup

Advanced connectors — set up by your organization first

Acuity Scheduling — Acuity Scheduling Setup
Addepar — Addepar Setup
Bill.com — Bill.com Setup
Bill4Time — Bill4Time Setup
Coda — Coda Setup
Conga — Conga Setup
Constant Contact — Constant Contact Setup
Datadog — Datadog Setup
eFax — eFax Setup
Egnyte — Egnyte Setup
Elite 3E — Elite 3E Setup
Fax.Plus — Fax.Plus Setup
Freshservice — Freshservice Setup
iManage — iManage
Jump — Jump Setup
Karbon — Karbon Setup
Laserfiche — Laserfiche Setup and Laserfiche Service Principal Setup
Mercury — Mercury Setup
Neos — Neos Setup
Oracle Fusion ERP and Oracle EDM — Connecting Oracle Fusion ERP and Oracle EDM to Caddi
Orion — Orion Setup
PACER — PACER Setup
PandaDoc — PandaDoc Setup
PracticePanther — PracticePanther Setup
Practifi — Practifi Setup
RelativityOne — RelativityOne Setup
Salesforce — Salesforce Setup
Shopify — Shopify Setup
SimpleLegal — SimpleLegal Setup
Snowflake — Snowflake Setup
SRFax — SRFax Setup
SurePoint — SurePoint Setup
Tamarac — Tamarac Setup
TimeSolv — TimeSolv Setup
Twilio — Twilio Setup
USPTO Open Data Portal — USPTO Open Data Portal Setup
USPTO TSDR — USPTO TSDR Setup
Wave — Wave Setup
WooCommerce — WooCommerce Setup
Zendesk — Zendesk Setup
Zocks — Zocks Setup

Connectable, but no guide yet

These connectors are live in the catalog and have no article of their own. They are all sign-in-and-go — follow the steps above:

Attio, GitLab, Kit, Klaviyo, MailerLite, Notion, Smartsheet, Square, Todoist, Zoho Books, Zoho CRM and Zoho Sign.

Adobe Workfront is the exception: it is an advanced connector with no guide yet. Contact Caddi support before setting it up and we will walk your administrator through it.

Connecting your Accounts