AI-native automation
Connect Filevine and HubSpot with AI
Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations
Practical ways to use Filevine and HubSpot together
- 01
Create contact in HubSpot when new project in Filevine.
Caddi watches Filevine for new project and create contact in HubSpot — no copy-paste, no missed records.
- 02
Create project in Filevine when new contact in HubSpot.
Caddi watches HubSpot for new contact and create project in Filevine so the two systems stay in lockstep.
- 03
Update contact in HubSpot from Filevine events.
When phase changed happens in Filevine, Caddi update contact in HubSpot with the right context attached.
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Actions Caddi can take across Filevine and HubSpot
- 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.
- HubSpot
New contact
Triggers when a new contact is added to HubSpot.
- HubSpot
New deal
Triggers when a new deal is created.
- HubSpot
Deal stage changed
Triggers when a deal advances to a new stage.
- HubSpot
New form submission
Triggers when a HubSpot form is submitted.
- HubSpot
Create contact
Add a new HubSpot contact with custom properties.
- HubSpot
Update contact
Modify an existing contact's properties.
- HubSpot
Create deal
Open a new deal with pipeline, amount, and associations.
- HubSpot
Update deal
Modify a deal's stage, amount, or close date.
- HubSpot
Create task
Schedule a follow-up task against a contact or deal.
Common questions
How does Caddi connect Filevine and HubSpot?
Filevine and HubSpot just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against Filevine and HubSpot end-to-end.
Do I need engineering help?
No. Whoever does the work today shows it once on a call. 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, but once the loop ships it runs deterministically — no model in the loop at runtime.
Can Caddi connect Filevine and HubSpot to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Filevine + HubSpot 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 the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate Filevine and HubSpot?
Drop your work email and we'll show you Caddi running end-to-end against Filevine, HubSpot, and the rest of your stack.