AI-native automation
Automate work across
Conga and 
FreshBookswith Caddi AI Agents.
Automate anything you do across Conga, 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 Conga and FreshBooks
Connect Conga to Caddi
Allow1Sign in to Conga
One click with your own Conga 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 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 FreshBooks together
- 01
Create invoice in FreshBooks when document generated in Conga.
Caddi watches Conga for document generated and create invoice in FreshBooks. No copy-paste, no missed records.
- 02
Generate document in Conga when new invoice in FreshBooks.
Caddi watches FreshBooks for new invoice and generate document in Conga so the two systems stay in lockstep.
- 03
Record payment in FreshBooks from Conga events.
When contract executed happens in Conga, Caddi record payment in FreshBooks with the right context attached.
Actions Caddi can take across Conga and FreshBooks
- 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.
- 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 Conga and FreshBooks?
Conga 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 Conga 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 Conga and FreshBooks to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Conga + 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 Conga and FreshBooks?
Drop your work email and we'll show you Caddi running end-to-end against Conga, FreshBooks, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.