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Tool-by-tool Capability

Interactions that Caddi can do in each tool

Updated over 2 months ago

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
- Attach files, notes, and documents
- Search or auto-create records if missing
- Link related records (e.g., accounts + contacts)
- Convert leads to clients
- Add leads to campaigns
- Run reports and dashboards
- Automate business workflows
- Manage users, permissions, and custom fields
- Work with custom objects and UI components

DocuSign

- Send documents for e-signature
- Use saved templates
- Track status and download signed copies
- Set up signer order and roles
- Allow embedded signing
- Send to multiple people at once
- Manage user accounts and settings

Gmail

- Send and receive emails
- Create and manage drafts
- Add or manage labels and folders
- Search, filter, and organize emails
- Handle attachments
- Manage threads and conversations
- Set up email workflows and automations
- Manage signatures and email settings

Slack

- Send messages to users, channels, and private groups
- Create and manage public/private channels
- Upload files and attachments
- Edit or delete messages
- Manage users, memberships, and roles
- Set channel topics and user status
- Search across messages and users
- Handle reminders, webhooks, and custom integrations

AdvicePay

- Manage users, admins, and advisors
- Handle role-based permissions
- Manage agreements and client relationships
- Create and track deliverables
- Handle payment processing and schedules
- Generate invoices and billing statements
- Process refunds and payment adjustments
- Track payment history and reporting
- Manage subscriptions
- Handle credit card and ACH payments
- Manage compliance documentation

Google Drive

- Create, read, update and delete files/folders
- Manage file permissions and sharing
- Handle uploads and downloads
- Search files and folders
- Manage file metadata and properties
- Handle versioning and revision history
- Create/manage shared drives
- Generate thumbnails and previews
- Handle commenting and collaboration
- Manage trash and recovery

Google Calendar

- Create, read, update and delete events
- Manage attendees and responses
- Handle recurring events
- Set reminders and notifications
- Manage sharing and permissions
- Create/manage multiple calendars
- Handle locations and conferencing
- Search and filter events
- Manage settings and preferences
- Handle resource booking

Google Sheets

- Create, read, update and delete spreadsheets
- Manage formatting and styles
- Handle formulas and calculations
- Create/modify charts and graphs
- Manage data validation
- Handle sharing and permissions
- Import/export data
- Manage multiple sheets
- Handle comments and notes
- Create/manage pivot tables

Google Docs

- Create, read, update and delete documents
- Manage formatting and styles
- Handle comments and suggestions
- Insert/manage images and tables
- Handle sharing and permissions
- Manage headers and footers
- Create/modify templates
- Handle version history
- Manage outline and navigation
- Export to different formats

Microsoft Teams

- Create/manage teams and channels
- Send/receive messages
- Schedule and manage meetings
- Share and collaborate on files
- Manage members and permissions
- Create/use apps and bots
- Handle video/audio calls
- Manage chat history
- Create/manage tabs
- Handle notifications

Microsoft Outlook

- Send/receive emails
- Manage calendar events
- Create/manage contacts
- Handle attachments
- Manage folders and categories
- Set rules and filters
- Handle signatures
- Manage out-of-office settings
- Schedule/track meetings
- Manage flags and follow-ups

Microsoft Excel

- Create, read, update and delete workbooks
- Manage formatting and styles
- Handle formulas and calculations
- Create/modify charts and graphs
- Manage data validation
- Handle sharing and permissions
- Import/export data
- Manage multiple worksheets
- Create/manage pivot tables
- Handle comments and notes

Microsoft Word

- Create, read, update and delete documents
- Manage formatting and styles
- Handle comments and revisions
- Insert/manage images and tables
- Handle sharing and permissions
- Manage headers and footers
- Create/modify templates
- Track changes
- Manage outline and navigation
- Export to different formats

Microsoft OneDrive

- Upload/download files
- Create/manage folders
- Share files and folders
- Manage permissions
- Handle versioning
- Search files and folders
- Sync across devices
- Handle file metadata
- Manage storage quotas
- Generate sharing links

Zoom

- Create and manage meetings with custom settings
- Create and manage webinars and registrants
- Get meeting details and recordings
- Track participant attendance
- Update meeting settings and hosts
- Manage meeting recordings and downloads

HubSpot

- Create, update, and manage contacts, companies, deals
- Handle tickets, products, and custom objects
- Manage blog posts and social media
- Handle form submissions and workflows
- Track email events and engagement
- Search and filter across objects
- Upload and manage files
- Create and manage associations

Zendesk

- Create and manage support tickets
- Handle ticket comments and attachments
- Manage organizations and users
- Track ticket status and updates
- Handle ticket assignments and priorities
- Manage SLA policies and macros
- Generate reports and analytics
- Search across tickets and users

Calendly

- Create one-off meetings
- Manage event registrants
- Track no-shows
- Search users and events

Box

- Monitor file and folder activities
- Create and manage folders
- Handle file uploads and comments
- Manage file tasks and collaborators
- Search across files and folders
- Track file system changes

Dropbox

- Create and manage folders
- Upload and manage files
- Create shared links
- Handle file operations (move, delete, rename)
- Search files and folders
- Create and edit text files

Gusto

- Manage company and employee data
- Handle payroll processing
- Manage benefits and time off
- Track contractor information
- Handle employee onboarding/termination
- Manage company locations and banking

FreshBooks

- Create and manage invoices
- Handle payments and expenses
- Manage clients and vendors
- Create estimates and credit notes
- Track time and projects
- Generate financial reports
- Process payments and checkout

Adobe Acrobat

- Create, convert, and edit PDFs
- Extract content and perform OCR
- Combine and organize PDF files
- Protect documents and manage permissions
- Add electronic signatures
- Generate reports and audit logs
- Integrate with other applications
- Manage forms and data
- Handle geospatial data

Clio

- Manage calendar entries and tasks
- Handle matters and matter folders
- Manage contacts and communications
- Create and track bills
- Track time and expenses
- Manage documents and notes
- Search and track matters
- Handle user permissions

MyCase

- Manage cases and stages
- Handle contacts and documents
- Track events and tasks
- Manage time and expenses
- Handle leads and referrals
- Create custom fields
- Track billing and documents
- Manage client relationships

PracticePanther

- Create and manage contacts
- Handle events and tasks
- Manage matters and expenses
- Track time entries
- Create notes and records
- Handle bank accounts
- Search contacts and matters

Ironclad

- Manage workflow approvals
- Handle records and metadata
- Create and track workflows
- Update existing records
- Manage workflow comments
- Search and find records

NetDocuments

- Manage documents and versions
- Handle folders and workspaces
- Track transactions and audits
- Manage users and permissions
- Handle integrations
- Generate reports
- Manage client portal
- Handle data imports

TimeSolv

- Manage client information
- Handle matters and projects
- Track billable hours
- Record expenses
- Generate invoices
- Process payments
- Handle task codes
- Create reports

LawPay

- Process charges
- Handle information requests
- Manage contacts
- Create quick bills
- Track payments
- Handle billing

Rocket Matter

- Manage contacts
- Handle matters
- Track costs
- Manage time entries
- Handle calendar events
- Create notes and tasks

Laserfiche

- Manage folder structures
- Handle document storage
- Manage metadata and tags
- Link related documents
- Perform searches
- Track document organization
- Handle document retrieval

Dropbox Sign

- Create and send signature requests
- Create and manage templates
- Add signers and set signing order
- Track request status and history
- Download signed documents
- Set reminders and expiration
- Enable embedded and in-person signing
- Generate audit trails and reports
- Handle multiple document types
- Manage team settings and permissions

Airtable

- Create and update records
- Handle conditional record creation
- Manage record relationships
- Search with advanced filters
- Execute custom API requests
- Support custom field types
- Handle batch operations
- Manage data validation
- Control record permissions
- Integration capabilities

Adobe Acrobat Sign

- Create digital signature agreements
- Download signed documents
- Enable embedded signing
- Send automated reminders
- Create reusable widgets
- Manage document libraries
- Handle bulk signature requests
- Generate audit trails
- Configure signing workflows
- Track real-time status

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