AI-native automation

Connect Calendly and FreshBooks with AI

Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.

  • 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

Caddi can…
CalendlyProductivity
Caddi can…
FreshBooksProductivity
Get a demoAverage setup: one screenshare, live the same week.

Practical ways to use Calendly and FreshBooks together

  • 01

    Create invoice in FreshBooks when new event scheduled in Calendly.

    Caddi watches Calendly for new event scheduled and create invoice in FreshBooks — no copy-paste, no missed records.

  • 02

    Create one-off meeting in Calendly when new invoice in FreshBooks.

    Caddi watches FreshBooks for new invoice and create one-off meeting in Calendly so the two systems stay in lockstep.

  • 03

    Record payment in FreshBooks from Calendly events.

    When event cancelled happens in Calendly, Caddi record payment in FreshBooks with the right context attached.

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

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.

Actions Caddi can take across Calendly and FreshBooks

  • 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.

  • 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 Calendly and FreshBooks?

Calendly and FreshBooks 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 Calendly and FreshBooks 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 Calendly and FreshBooks to other tools too?

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

Ready to automate Calendly and FreshBooks?

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