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AI-native automation

Automate work acrossConga and Typeformwith Caddi AI Agents.

Automate anything you do across Conga, Typeform, 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 Typeform

  1. Connect Conga to Caddi

    Allow

    1Sign in to Conga

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

  2. Connect Typeform to Caddi

    Allow

    2Sign in to Typeform

    The same click again. Both tools are connected.

  3. Create response in Typeform 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 Typeform together

  • 01

    Create response in Typeform when document generated in Conga.

    Caddi watches Conga for document generated and create response in Typeform. No copy-paste, no missed records.

  • 02

    Generate document in Conga when new form response in Typeform.

    Caddi watches Typeform for new form response and generate document in Conga so the two systems stay in lockstep.

  • 03

    Create response in Typeform from Conga events.

    When contract executed happens in Conga, Caddi create response in Typeform with the right context attached.

Actions Caddi can take across Conga and Typeform

  • 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.

  • Typeform

    New form response

    Triggers when a respondent submits a Typeform.

  • Typeform

    Create response

    Submit a programmatic response to a Typeform.

Common questions

How does Caddi connect Conga and Typeform?

Conga and Typeform 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 Typeform 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 Typeform to other tools too?

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

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