AI-native automation
Automate work across
Dropbox Sign and 
Filevinewith Caddi AI Agents.
Automate anything you do across Dropbox Sign, Filevine, 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 Dropbox Sign and Filevine
Connect Dropbox Sign to Caddi
Allow1Sign in to Dropbox Sign
One click with your own Dropbox Sign login. No API keys.
Connect Filevine to Caddi
Allow2Sign in to Filevine
The same click again. Both tools are connected.
Create project in Filevine when signature request completed in Dropbox Sign.
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 Dropbox Sign and Filevine together
In a law firm the work between Dropbox Sign and Filevine is organized by matter: the right client, the right matter, the right people on it. Caddi carries that context through every step, so nothing is filed against the wrong case.
- 01
Create project in Filevine when signature request completed in Dropbox Sign.
Caddi watches Dropbox Sign for signature request completed and create project in Filevine. No copy-paste, no missed records.
- 02
Send signature request in Dropbox Sign when new project in Filevine.
Caddi watches Filevine for new project and send signature request in Dropbox Sign so the two systems stay in lockstep.
- 03
Create contact in Filevine from Dropbox Sign events.
When signature request sent happens in Dropbox Sign, Caddi create contact in Filevine with the right context attached.
Actions Caddi can take across Dropbox Sign and Filevine
- Dropbox Sign
Signature request completed
Triggers when all signers complete a request.
- Dropbox Sign
Signature request sent
Triggers when a request is sent for signature.
- Dropbox Sign
Signer declined
Triggers when a signer declines a request.
- Dropbox Sign
Send signature request
Send a document or template for e-signature.
- Dropbox Sign
Use template
Send a request built from a reusable template.
- Dropbox Sign
Download signed PDF
Pull the executed PDF and audit trail.
- Dropbox Sign
Send reminder
Nudge signers who haven't completed.
- Filevine
New project
Triggers when a new project (matter) is created.
- Filevine
Phase changed
Triggers when a project advances to a new phase.
- Filevine
New activity
Triggers when a note, task, or call is added.
- Filevine
Document uploaded
Triggers when a document is added to a project.
- Filevine
Create project
Open a new Filevine project with intake, contacts, and section data.
- Filevine
Create contact
Add a contact to a project with role and relationship data.
- Filevine
Upload document
Add a document to a project with optional metadata.
- Filevine
Create task
Schedule a follow-up task against a project or team member.
- Filevine
Add note
Append a timestamped note to a project's activity feed.
Common questions
How does Caddi connect Dropbox Sign and Filevine?
Dropbox Sign and Filevine 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 Dropbox Sign and Filevine 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 Dropbox Sign and Filevine to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Dropbox Sign + Filevine 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.
Does this work for law firms?
Yes. Caddi runs Dropbox Sign and Filevine with the matter as the unit of work, so documents, time, and communications land against the right client and matter rather than in a general folder. Firms most often start with intake, document filing, or billing prep.
Ready to automate Dropbox Sign and Filevine?
Drop your work email and we'll show you Caddi running end-to-end against Dropbox Sign, Filevine, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.