Caddi works across a wide range of tools to help automate your repetitive tasks. Below is a breakdown of what Caddi can currently do with each supported platform. We’re constantly adding new capabilities, so if you don’t see a tool you use, feel free to reach out—we may already support it, or it might be in progress and just not listed here yet.
Tool | What You Can Do with Caddi |
Salesforce | - Add or update contacts, leads, and other records |
DocuSign | - Send documents for e-signature |
Gmail | - Send and receive emails |
Slack | - Send messages to users, channels, and private groups |
AdvicePay | - Manage users, admins, and advisors |
Google Drive | - Create, read, update and delete files/folders |
Google Calendar | - Create, read, update and delete events |
Google Sheets | - Create, read, update and delete spreadsheets |
Google Docs | - Create, read, update and delete documents |
Microsoft Teams | - Create/manage teams and channels |
Microsoft Outlook | - Send/receive emails |
Microsoft Excel | - Create, read, update and delete workbooks |
Microsoft Word | - Create, read, update and delete documents |
Microsoft OneDrive | - Upload/download files |
Zoom | - Create and manage meetings with custom settings |
HubSpot | - Create, update, and manage contacts, companies, deals |
Zendesk | - Create and manage support tickets |
Calendly | - Create one-off meetings |
Box | - Monitor file and folder activities |
Dropbox | - Create and manage folders |
Gusto | - Manage company and employee data |
FreshBooks | - Create and manage invoices |
Adobe Acrobat | - Create, convert, and edit PDFs |
Clio | - Manage calendar entries and tasks |
MyCase | - Manage cases and stages |
PracticePanther | - Create and manage contacts |
Ironclad | - Manage workflow approvals |
NetDocuments | - Manage documents and versions |
TimeSolv | - Manage client information |
LawPay | - Process charges |
Rocket Matter | - Manage contacts |
Laserfiche | - Manage folder structures |
Dropbox Sign | - Create and send signature requests |
Airtable | - Create and update records |
Adobe Acrobat Sign | - Create digital signature agreements |