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AI-native automation

Automate work acrossBill4Time and Calendlywith Caddi AI Agents.

Automate anything you do across Bill4Time, Calendly, 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 Bill4Time and Calendly

  1. Connect Bill4Time to Caddi

    Allow

    1Sign in to Bill4Time

    One click with your own Bill4Time login. No API keys.

  2. Connect Calendly to Caddi

    Allow

    2Sign in to Calendly

    The same click again. Both tools are connected.

  3. Create one-off meeting in Calendly when new time entry in Bill4Time.

    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 Bill4Time and Calendly together

In a law firm the work between Bill4Time and Calendly is organized by matter: the right client, the right matter, the right people on it. Caddi carries that context through every step, so nothing is filed against the wrong case.

  • 01

    Create one-off meeting in Calendly when new time entry in Bill4Time.

    Caddi watches Bill4Time for new time entry and create one-off meeting in Calendly. No copy-paste, no missed records.

  • 02

    Create matter in Bill4Time when new event scheduled in Calendly.

    Caddi watches Calendly for new event scheduled and create matter in Bill4Time so the two systems stay in lockstep.

  • 03

    Update invitee in Calendly from Bill4Time events.

    When new invoice happens in Bill4Time, Caddi update invitee in Calendly with the right context attached.

Actions Caddi can take across Bill4Time and Calendly

  • Bill4Time

    New time entry

    Triggers when a timekeeper posts time against a matter.

  • Bill4Time

    New invoice

    Triggers when an invoice is generated for a client.

  • Bill4Time

    Payment received

    Triggers when a payment is recorded against an invoice.

  • Bill4Time

    Create matter

    Open a new Bill4Time matter with client and billing details.

  • Bill4Time

    Post time entry

    Record time against a matter and activity code.

  • Bill4Time

    Create invoice

    Generate an invoice for one or more matters.

  • Bill4Time

    Add expense

    Record a billable expense against a matter.

  • Calendly

    New event scheduled

    Triggers when an invitee books a meeting.

  • Calendly

    Event cancelled

    Triggers when a scheduled meeting is cancelled.

  • Calendly

    No-show recorded

    Triggers when an invitee is marked as a no-show.

  • Calendly

    Create one-off meeting

    Spin up a one-off meeting link with custom configuration.

  • Calendly

    Update invitee

    Modify an existing invitee's details or registration.

Common questions

How does Caddi connect Bill4Time and Calendly?

Bill4Time and Calendly 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 Bill4Time and Calendly 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 Bill4Time and Calendly to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Bill4Time + Calendly 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.

Does this work for law firms?

Yes. Caddi runs Bill4Time and Calendly with the matter as the unit of work, so documents, time, and communications land against the right client and matter rather than in a general folder. Firms most often start with intake, document filing, or billing prep.

Ready to automate Bill4Time and Calendly?

Drop your work email and we'll show you Caddi running end-to-end against Bill4Time, Calendly, and the rest of your stack.