AI-native automation

Automate work acrossBill4Time and HubSpotby AI screensharing.

Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.

Bill4TimeLegal
HubSpotProductivity

See it on your stack

See Caddi run Bill4Time and HubSpot together.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

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.
  • Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — no workflow builder to re-architect.

SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You screenshare it once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Practical ways to use Bill4Time and HubSpot together

  • 01

    Create contact in HubSpot when new time entry in Bill4Time.

    Caddi watches Bill4Time for new time entry and create contact in HubSpot — no copy-paste, no missed records.

  • 02

    Create matter in Bill4Time when new contact in HubSpot.

    Caddi watches HubSpot for new contact and create matter in Bill4Time so the two systems stay in lockstep.

  • 03

    Update contact in HubSpot from Bill4Time events.

    When new invoice happens in Bill4Time, Caddi update contact in HubSpot with the right context attached.

Actions Caddi can take across Bill4Time and HubSpot

  • 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.

  • HubSpot

    New contact

    Triggers when a new contact is added to HubSpot.

  • HubSpot

    New deal

    Triggers when a new deal is created.

  • HubSpot

    Deal stage changed

    Triggers when a deal advances to a new stage.

  • HubSpot

    New form submission

    Triggers when a HubSpot form is submitted.

  • HubSpot

    Create contact

    Add a new HubSpot contact with custom properties.

  • HubSpot

    Update contact

    Modify an existing contact's properties.

  • HubSpot

    Create deal

    Open a new deal with pipeline, amount, and associations.

  • HubSpot

    Update deal

    Modify a deal's stage, amount, or close date.

  • HubSpot

    Create task

    Schedule a follow-up task against a contact or deal.

Common questions

How does Caddi connect Bill4Time and HubSpot?

Bill4Time and HubSpot just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against Bill4Time and HubSpot end-to-end.

Do I need engineering help?

No. Whoever does the work today shows it once on a call. 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, but once the loop ships it runs deterministically — no model in the loop at runtime.

Can Caddi connect Bill4Time and HubSpot to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Bill4Time + HubSpot 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 the screenshare. The Caddi team reviews every loop before it runs in production.

Ready to automate Bill4Time and HubSpot?

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