AI-native automation
Connect Filevine and MailChimp 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 MailChimp together
- 01
Add subscriber in MailChimp when new project in Filevine.
Caddi watches Filevine for new project and add subscriber in MailChimp — no copy-paste, no missed records.
- 02
Create project in Filevine when new subscriber in MailChimp.
Caddi watches MailChimp for new subscriber and create project in Filevine so the two systems stay in lockstep.
- 03
Update subscriber in MailChimp from Filevine events.
When phase changed happens in Filevine, Caddi update subscriber in MailChimp 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 MailChimp
- 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.
- MailChimp
New subscriber
Triggers when someone subscribes to an audience.
- MailChimp
Campaign sent
Triggers when a campaign is sent to its audience.
- MailChimp
Unsubscribe
Triggers when a subscriber opts out.
- MailChimp
Add subscriber
Add a new subscriber to an audience with merge fields and tags.
- MailChimp
Update subscriber
Modify a subscriber's merge fields or tags.
- MailChimp
Send campaign
Trigger an existing campaign to send.
Common questions
How does Caddi connect Filevine and MailChimp?
Filevine and MailChimp 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 MailChimp 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 MailChimp to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Filevine + MailChimp 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 MailChimp?
Drop your work email and we'll show you Caddi running end-to-end against Filevine, MailChimp, and the rest of your stack.