NewPlan your 2027 AI roadmap with Caddi DiscoverOn demandBox + Caddi webinarOther eventsNext: ADVISE AI, Oct 20–22

AI-native automation

Automate work acrossConga and Togglwith Caddi AI Agents.

Automate anything you do across Conga, Toggl, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.

Free for one user.

How to connect Conga and Toggl

  1. Connect Conga to Caddi

    Allow

    1Sign in to Conga

    One click with your own Conga login. No API keys.

  2. Connect Toggl to Caddi

    Allow

    2Sign in to Toggl

    The same click again. Both tools are connected.

  3. Create time entry in Toggl when document generated in Conga.

    Type it

    3Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  4. Running

    14 done1 for review

    4Watch it run

    Caddi does the work and flags anything unsure for review.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors

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 Toggl together

  • 01

    Create time entry in Toggl when document generated in Conga.

    Caddi watches Conga for document generated and create time entry in Toggl. No copy-paste, no missed records.

  • 02

    Generate document in Conga when new time entry in Toggl.

    Caddi watches Toggl for new time entry and generate document in Conga so the two systems stay in lockstep.

  • 03

    Start timer in Toggl from Conga events.

    When contract executed happens in Conga, Caddi start timer in Toggl with the right context attached.

Actions Caddi can take across Conga and Toggl

  • 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.

  • Toggl

    New time entry

    Triggers when a time entry is logged in Toggl.

  • Toggl

    Timer stopped

    Triggers when a running timer is stopped and the entry is finalized.

  • Toggl

    Project updated

    Triggers when a project's status, client, or budget changes.

  • Toggl

    Create time entry

    Log a time entry against a project, client, and tag.

  • Toggl

    Start timer

    Start a running timer for a workspace user.

  • Toggl

    Stop timer

    Stop the active timer and save the entry.

  • Toggl

    Create project

    Spin up a new Toggl project with client, budget, and team.

  • Toggl

    Generate report

    Pull a summary or detailed time report for a date range.

Common questions

How does Caddi connect Conga and Toggl?

Conga and Toggl 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 Toggl 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 Toggl to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Conga + Toggl 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 Toggl?

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