Meet CaddiLegal AI ROI webinarReplayADVISE AIOct 20–22AI for Mid-Sized LawNov 5Legal InnovatorsNov 17–18

AI-native automation

Automate work acrossBill.com and Twiliowith Caddi AI Agents.

Automate anything you do across Bill.com, Twilio, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.

Free for one user.

How to connect Bill.com and Twilio

  1. Connect Bill.com to Caddi

    Allow

    1Sign in to Bill.com

    One click with your own Bill.com login. No API keys.

  2. Connect Twilio to Caddi

    Allow

    2Sign in to Twilio

    The same click again. Both tools are connected.

  3. Send SMS in Twilio when new bill in Bill.com.

    Type it

    3Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  4. Running

    14 done1 for review

    4Watch it run

    Caddi does the work and flags anything unsure for review.

  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors

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 Twilio together

  • 01

    Send SMS in Twilio when new bill in Bill.com.

    Caddi watches Bill.com for new bill and send sms in Twilio. No copy-paste, no missed records.

  • 02

    Create vendor in Bill.com when incoming sms in Twilio.

    Caddi watches Twilio for incoming sms and create vendor in Bill.com so the two systems stay in lockstep.

  • 03

    Make call in Twilio from Bill.com events.

    When bill approved happens in Bill.com, Caddi make call in Twilio with the right context attached.

Actions Caddi can take across Bill.com and Twilio

  • 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.

  • Twilio

    Incoming SMS

    Triggers when a message arrives on a Twilio number.

  • Twilio

    Call completed

    Triggers when a call ends.

  • Twilio

    Message delivered

    Triggers when an outbound message is delivered.

  • Twilio

    Send SMS

    Text a contact from a Twilio number.

  • Twilio

    Make call

    Place an outbound call.

  • Twilio

    Fetch messages

    Pull the message history for a number.

Common questions

How does Caddi connect Bill.com and Twilio?

Bill.com and Twilio 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 Twilio 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 Twilio to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Bill.com + Twilio 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 Twilio?

Drop your work email and we'll show you Caddi running end-to-end against Bill.com, Twilio, and the rest of your stack.