Meet Caddi in personADVISE AIOct 20–22AI for Mid-Sized LawNov 5Legal InnovatorsNov 17–18

AI-native automation

Automate work acrossDocusign and Oracle Fusion ERPwith Caddi AI Agents.

Connect Docusign and Oracle Fusion ERP: Create invoice in Oracle Fusion ERP when envelope completed in Docusign. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.

Free for one user.
DocusignProductivity
Oracle Fusion ERPFinance

Discover, automate and govern the work between Docusign and Oracle Fusion ERP

Caddi AI Agents find the repetitive handoffs between Docusign and Oracle Fusion ERP, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.

Discover the repetitive work across existing tools.
Automate the work by delegating to an AI agent.
Govern every workflow and every decision an agent makes.
  • 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 Docusign and Oracle Fusion ERP together

  • 01

    Create invoice in Oracle Fusion ERP when envelope completed in Docusign.

    Caddi watches Docusign for envelope completed and create invoice in Oracle Fusion ERP. No copy-paste, no missed records.

  • 02

    Send envelope from template in Docusign when invoice created in Oracle Fusion ERP.

    Caddi watches Oracle Fusion ERP for invoice created and send envelope from template in Docusign so the two systems stay in lockstep.

  • 03

    Create journal in Oracle Fusion ERP from Docusign events.

    When envelope sent happens in Docusign, Caddi create journal in Oracle Fusion ERP with the right context attached.

Actions Caddi can take across Docusign and Oracle Fusion ERP

  • Docusign

    Envelope completed

    Triggers when all signers complete an envelope.

  • Docusign

    Envelope sent

    Triggers when an envelope is sent for signature.

  • Docusign

    Recipient signed

    Triggers when a single recipient completes signing.

  • Docusign

    Envelope declined

    Triggers when a recipient declines an envelope.

  • Docusign

    Send envelope from template

    Send a pre-built template out for signature with merged fields.

  • Docusign

    Send envelope from document

    Send an arbitrary document out for signature.

  • Docusign

    Void envelope

    Cancel an in-flight envelope with a reason.

  • Docusign

    Download signed PDF

    Pull the executed PDF and certificate from a completed envelope.

  • Docusign

    Move envelope

    Move a completed envelope to a specified folder.

  • Oracle Fusion ERP

    Invoice created

    Triggers when a payables invoice is entered.

  • Oracle Fusion ERP

    Invoice approved

    Triggers when an invoice clears approval.

  • Oracle Fusion ERP

    Period closed

    Triggers when an accounting period closes.

  • Oracle Fusion ERP

    Create invoice

    Enter a payables invoice with lines.

  • Oracle Fusion ERP

    Create journal

    Post a journal entry to the ledger.

  • Oracle Fusion ERP

    Fetch balances

    Export account balances for a period.

Common questions

How does Caddi connect Docusign and Oracle Fusion ERP?

Docusign and Oracle Fusion ERP 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 Docusign and Oracle Fusion ERP 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 Docusign and Oracle Fusion ERP to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Docusign + Oracle Fusion ERP 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 Docusign and Oracle Fusion ERP?

Drop your work email and we'll show you Caddi running end-to-end against Docusign, Oracle Fusion ERP, and the rest of your stack.