Caddi

Connect Caddi to your tools to start running your loops.

Connecting your Accounts

Interactions that Caddi can do in each tool

Tool-by-tool Capability

Integration Permissions FAQ

Integrations

Configuring a custom Salesforce app for use with Caddi

Salesforce Setup

Configuring Laserfiche for use with Caddi

Laserfiche Setup

Configuring RingCentral for use with Caddi

Ringcentral Setup

Configuring Microsoft Graph for use with Caddi

Microsoft Setup

Reference for common integration questions

General Integration FAQ

Integration guide for DocuSign eSignatures

DocuSign Setup

NetDocuments Setup

Setup guides for customizable application authentication

Enterprise Connection Guides

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