AI-native automation
Automate work across
ClickUp and 
Filevinewith Caddi AI Agents.
Automate anything you do across ClickUp, Filevine, 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 ClickUp and Filevine
Connect ClickUp to Caddi
Allow1Sign in to ClickUp
One click with your own ClickUp login. No API keys.
Connect Filevine to Caddi
Allow2Sign in to Filevine
The same click again. Both tools are connected.
Create project in Filevine when new task in ClickUp.
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 ClickUp and Filevine together
In a law firm the work between ClickUp and Filevine 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 project in Filevine when new task in ClickUp.
Caddi watches ClickUp for new task and create project in Filevine. No copy-paste, no missed records.
- 02
Create task in ClickUp when new project in Filevine.
Caddi watches Filevine for new project and create task in ClickUp so the two systems stay in lockstep.
- 03
Create contact in Filevine from ClickUp events.
When status changed happens in ClickUp, Caddi create contact in Filevine with the right context attached.
Actions Caddi can take across ClickUp and Filevine
- ClickUp
New task
Triggers when a task is created in a list.
- ClickUp
Status changed
Triggers when a task moves to a new status.
- ClickUp
Task due
Triggers when a task reaches its due date.
- ClickUp
Create task
Add a task with fields, assignee and due date.
- ClickUp
Update task
Change status, fields or assignee on a task.
- ClickUp
Add comment
Post a comment on a task.
- Filevine
New project
Triggers when a new project (matter) is created.
- Filevine
Phase changed
Triggers when a project advances to a new phase.
- Filevine
New activity
Triggers when a note, task, or call is added.
- Filevine
Document uploaded
Triggers when a document is added to a project.
- Filevine
Create project
Open a new Filevine project with intake, contacts, and section data.
- Filevine
Create contact
Add a contact to a project with role and relationship data.
- Filevine
Upload document
Add a document to a project with optional metadata.
- Filevine
Create task
Schedule a follow-up task against a project or team member.
- Filevine
Add note
Append a timestamped note to a project's activity feed.
Common questions
How does Caddi connect ClickUp and Filevine?
ClickUp and Filevine 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 ClickUp and Filevine 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 ClickUp and Filevine to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first ClickUp + Filevine 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 ClickUp and Filevine 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 ClickUp and Filevine?
Drop your work email and we'll show you Caddi running end-to-end against ClickUp, Filevine, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.