AI-native automation
Automate work across
Bill.com and 
Docusignwith Caddi AI Agents.
Automate anything you do across Bill.com, Docusign, 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 Bill.com and Docusign
Connect Bill.com to Caddi
Allow1Sign in to Bill.com
One click with your own Bill.com login. No API keys.
Connect Docusign to Caddi
Allow2Sign in to Docusign
The same click again. Both tools are connected.
Send envelope from template in Docusign when new bill in Bill.com.
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 Bill.com and Docusign together
- 01
Send envelope from template in Docusign when new bill in Bill.com.
Caddi watches Bill.com for new bill and send envelope from template in Docusign. No copy-paste, no missed records.
- 02
Create vendor in Bill.com when envelope completed in Docusign.
Caddi watches Docusign for envelope completed and create vendor in Bill.com so the two systems stay in lockstep.
- 03
Send envelope from document in Docusign from Bill.com events.
When bill approved happens in Bill.com, Caddi send envelope from document in Docusign with the right context attached.
Actions Caddi can take across Bill.com and Docusign
- Bill.com
New bill
Triggers when a bill is created in BILL.
- Bill.com
Bill approved
Triggers when a bill clears its approval workflow.
- Bill.com
Payment sent
Triggers when a vendor payment is sent.
- Bill.com
Invoice paid
Triggers when a customer pays an invoice.
- Bill.com
Create vendor
Add a vendor with remittance details.
- Bill.com
Create bill
Create a bill against a vendor, with line items.
- Bill.com
Create invoice
Create and send an invoice to a customer.
- Bill.com
Look up payment status
Fetch the status of a bill or payment.
- Docusign
Envelope completed
Triggers when all signers complete an envelope.
- Docusign
Envelope sent
Triggers when an envelope is sent for signature.
- Docusign
Recipient signed
Triggers when a single recipient completes signing.
- Docusign
Envelope declined
Triggers when a recipient declines an envelope.
- Docusign
Send envelope from template
Send a pre-built template out for signature with merged fields.
- Docusign
Send envelope from document
Send an arbitrary document out for signature.
- Docusign
Void envelope
Cancel an in-flight envelope with a reason.
- Docusign
Download signed PDF
Pull the executed PDF and certificate from a completed envelope.
- Docusign
Move envelope
Move a completed envelope to a specified folder.
Common questions
How does Caddi connect Bill.com and Docusign?
Bill.com and Docusign 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 Bill.com and Docusign 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 Bill.com and Docusign to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Bill.com + Docusign 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 Bill.com and Docusign?
Drop your work email and we'll show you Caddi running end-to-end against Bill.com, Docusign, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.