AI-native automation
Automate work across
ClickUp and 
FreshBookswith Caddi AI Agents.
Automate anything you do across ClickUp, FreshBooks, 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 FreshBooks
Connect ClickUp to Caddi
Allow1Sign in to ClickUp
One click with your own ClickUp login. No API keys.
Connect FreshBooks to Caddi
Allow2Sign in to FreshBooks
The same click again. Both tools are connected.
Create invoice in FreshBooks 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 FreshBooks together
- 01
Create invoice in FreshBooks when new task in ClickUp.
Caddi watches ClickUp for new task and create invoice in FreshBooks. No copy-paste, no missed records.
- 02
Create task in ClickUp when new invoice in FreshBooks.
Caddi watches FreshBooks for new invoice and create task in ClickUp so the two systems stay in lockstep.
- 03
Record payment in FreshBooks from ClickUp events.
When status changed happens in ClickUp, Caddi record payment in FreshBooks with the right context attached.
Actions Caddi can take across ClickUp and FreshBooks
- 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.
- 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 ClickUp and FreshBooks?
ClickUp and FreshBooks 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 FreshBooks 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 FreshBooks to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first ClickUp + 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 that first walkthrough. The Caddi team reviews every loop before it runs in production.
Ready to automate ClickUp and FreshBooks?
Drop your work email and we'll show you Caddi running end-to-end against ClickUp, FreshBooks, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.