AI-native automation
Automate work across
Conga and 
Dropboxwith Caddi AI Agents.
Automate anything you do across Conga, Dropbox, 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 Conga and Dropbox
Connect Conga to Caddi
Allow1Sign in to Conga
One click with your own Conga login. No API keys.
Connect Dropbox to Caddi
Allow2Sign in to Dropbox
The same click again. Both tools are connected.
Upload file in Dropbox when document generated in Conga.
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 Conga and Dropbox together
- 01
Upload file in Dropbox when document generated in Conga.
Caddi watches Conga for document generated and upload file in Dropbox. No copy-paste, no missed records.
- 02
Generate document in Conga when new file in folder in Dropbox.
Caddi watches Dropbox for new file in folder and generate document in Conga so the two systems stay in lockstep.
- 03
Create folder in Dropbox from Conga events.
When contract executed happens in Conga, Caddi create folder in Dropbox with the right context attached.
Actions Caddi can take across Conga and Dropbox
- Conga
Document generated
Triggers when Conga produces a document from a template.
- Conga
Contract executed
Triggers when a contract is fully signed.
- Conga
Approval requested
Triggers when a document is sent for approval.
- Conga
Generate document
Run a Conga template against a CRM record.
- Conga
Send for signature
Route a generated document for e-signature.
- Conga
Update contract
Write status and dates back to the contract record.
- Dropbox
New file in folder
Triggers when a file is added to a watched folder.
- Dropbox
New shared link
Triggers when a new shared link is generated.
- Dropbox
Upload file
Add a file to a Dropbox folder.
- Dropbox
Create folder
Create a new folder under a parent.
- Dropbox
Create shared link
Generate a shareable link for a file or folder.
- Dropbox
Move file
Move a file between folders.
Common questions
How does Caddi connect Conga and Dropbox?
Conga and Dropbox 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 Conga and Dropbox 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 Conga and Dropbox to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Conga + Dropbox 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 Conga and Dropbox?
Drop your work email and we'll show you Caddi running end-to-end against Conga, Dropbox, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.