AI-native automation
Automate work across
Attio and 
FreshBookswith Caddi AI Agents.
Automate anything you do across Attio, FreshBooks, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.
How to connect Attio and FreshBooks
Connect Attio to Caddi
Allow1Sign in to Attio
One click with your own Attio login. No API keys.
Connect FreshBooks to Caddi
Allow2Sign in to FreshBooks
The same click again. Both tools are connected.
Create invoice in FreshBooks when new record in Attio.
ScreenshareType it3Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
4Watch it run
Caddi does the work and flags anything unsure for review.
What Caddi is and how it works
An AI teammate that runs your back-office loops.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Taught like a new hire. Walk Caddi through the work once. Tweak it later by chat, with no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 150+ tools across legal, finance, and operations
Practical ways to use Attio and FreshBooks together
- 01
Create invoice in FreshBooks when new record in Attio.
Caddi watches Attio for new record and create invoice in FreshBooks. No copy-paste, no missed records.
- 02
Create or update record in Attio when new invoice in FreshBooks.
Caddi watches FreshBooks for new invoice and create or update record in Attio so the two systems stay in lockstep.
- 03
Record payment in FreshBooks from Attio events.
When record updated happens in Attio, Caddi record payment in FreshBooks with the right context attached.
Actions Caddi can take across Attio and FreshBooks
- Attio
New record
Triggers when a person, company or custom-object record is created.
- Attio
Record updated
Triggers when an attribute on a record changes.
- Attio
List entry added
Triggers when a record is added to a list or pipeline.
- Attio
Stage changed
Triggers when a list entry moves to a new stage.
- Attio
Create or update record
Create a record or update it if it already exists.
- Attio
Add to list
Add a record to a list or pipeline at a given stage.
- Attio
Create note
Attach a note to a record.
- Attio
Create task
Create a task linked to a record, with an assignee and due date.
- FreshBooks
New invoice
Triggers when a new invoice is generated.
- FreshBooks
Payment received
Triggers when a payment is recorded against an invoice.
- FreshBooks
New client
Triggers when a new client is added.
- FreshBooks
Create invoice
Generate an invoice for a client with line items.
- FreshBooks
Record payment
Apply a payment against one or more invoices.
- FreshBooks
Create client
Add a new FreshBooks client.
- FreshBooks
Create estimate
Generate an estimate or quote for a client.
Common questions
How does Caddi connect Attio and FreshBooks?
Attio and FreshBooks just run together. You teach Caddi the way you'd teach a new hire: walk it through how you use them today, with no workflow builder to wire up. Caddi turns that walkthrough into a verified loop and runs it against Attio and FreshBooks end-to-end.
Do I need engineering help?
No. Whoever does the work today walks Caddi through it on a call, the same way they'd train a new hire. Caddi builds the loop. No code, no IT ticket.
Is my data safe?
Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, and once the loop ships it runs as deterministic code, repeatable and logged, with any model step scoped and reviewable.
Can Caddi connect Attio and FreshBooks to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Attio + FreshBooks loop is live, Caddi suggests other tools and other workflows to fold in.
How fast can it go live?
Typical first loops ship within a week of that first walkthrough. The Caddi team reviews every loop before it runs in production.
Ready to automate Attio and FreshBooks?
Drop your work email and we'll show you Caddi running end-to-end against Attio, FreshBooks, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.