AI-native automation
Automate work across
FreshBooks and 
Microsoft Outlookwith Caddi AI Agents.
Automate anything you do across FreshBooks, Microsoft Outlook, 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 FreshBooks and Microsoft Outlook
Connect FreshBooks to Caddi
Allow1Sign in to FreshBooks
One click with your own FreshBooks login. No API keys.
Connect Microsoft Outlook to Caddi
Allow2Sign in to Microsoft Outlook
The same click again. Both tools are connected.
Send email in Microsoft Outlook when new invoice in FreshBooks.
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 FreshBooks and Microsoft Outlook together
- 01
Send email in Microsoft Outlook when new invoice in FreshBooks.
Caddi watches FreshBooks for new invoice and send email in Microsoft Outlook. No copy-paste, no missed records.
- 02
Create invoice in FreshBooks when new email in Microsoft Outlook.
Caddi watches Microsoft Outlook for new email and create invoice in FreshBooks so the two systems stay in lockstep.
- 03
Reply to email in Microsoft Outlook from FreshBooks events.
When payment received happens in FreshBooks, Caddi reply to email in Microsoft Outlook with the right context attached.
Actions Caddi can take across FreshBooks and Microsoft Outlook
- FreshBooks
New invoice
Triggers when a new invoice is generated.
- FreshBooks
Payment received
Triggers when a payment is recorded against an invoice.
- FreshBooks
New client
Triggers when a new client is added.
- FreshBooks
Create invoice
Generate an invoice for a client with line items.
- FreshBooks
Record payment
Apply a payment against one or more invoices.
- FreshBooks
Create client
Add a new FreshBooks client.
- FreshBooks
Create estimate
Generate an estimate or quote for a client.
- Microsoft Outlook
New email
Triggers when a new email arrives in your inbox.
- Microsoft Outlook
New event
Triggers when a new event is added to your calendar.
- Microsoft Outlook
Flag set on email
Triggers when you flag a message for follow-up.
- Microsoft Outlook
Send email
Send a new email from your Outlook account.
- Microsoft Outlook
Reply to email
Reply to an existing email thread.
- Microsoft Outlook
Forward email
Forward an existing email to one or more recipients.
- Microsoft Outlook
Create event
Add a new calendar event with attendees and reminders.
- Microsoft Outlook
Move message
Move an email between folders.
Common questions
How does Caddi connect FreshBooks and Microsoft Outlook?
FreshBooks and Microsoft Outlook 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 FreshBooks and Microsoft Outlook 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 FreshBooks and Microsoft Outlook to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first FreshBooks + Microsoft Outlook 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 FreshBooks and Microsoft Outlook?
Drop your work email and we'll show you Caddi running end-to-end against FreshBooks, Microsoft Outlook, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.