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AI-native automation

Automate work acrossConga and WooCommercewith Caddi AI Agents.

Automate anything you do across Conga, WooCommerce, 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 WooCommerce

  1. Connect Conga to Caddi

    Allow

    1Sign in to Conga

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

  2. Connect WooCommerce to Caddi

    Allow

    2Sign in to WooCommerce

    The same click again. Both tools are connected.

  3. Update order in WooCommerce 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 WooCommerce together

  • 01

    Update order in WooCommerce when document generated in Conga.

    Caddi watches Conga for document generated and update order in WooCommerce. No copy-paste, no missed records.

  • 02

    Generate document in Conga when new order in WooCommerce.

    Caddi watches WooCommerce for new order and generate document in Conga so the two systems stay in lockstep.

  • 03

    Create coupon in WooCommerce from Conga events.

    When contract executed happens in Conga, Caddi create coupon in WooCommerce with the right context attached.

Actions Caddi can take across Conga and WooCommerce

  • 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.

  • WooCommerce

    New order

    Triggers when an order is placed.

  • WooCommerce

    Order refunded

    Triggers when an order is refunded.

  • WooCommerce

    New customer

    Triggers when a customer account is created.

  • WooCommerce

    Update order

    Change status or add a note to an order.

  • WooCommerce

    Create coupon

    Issue a discount code.

  • WooCommerce

    Fetch orders

    Pull orders for a date range.

Common questions

How does Caddi connect Conga and WooCommerce?

Conga and WooCommerce 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 WooCommerce 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 WooCommerce to other tools too?

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

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