AI-native automation
Connect FreshBooks and ShareFile 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 FreshBooks and ShareFile together
- 01
Upload file in ShareFile when new invoice in FreshBooks.
Caddi watches FreshBooks for new invoice and upload file in ShareFile — no copy-paste, no missed records.
- 02
Create invoice in FreshBooks when new file in folder in ShareFile.
Caddi watches ShareFile for new file in folder and create invoice in FreshBooks so the two systems stay in lockstep.
- 03
Create folder in ShareFile from FreshBooks events.
When payment received happens in FreshBooks, Caddi create folder in ShareFile 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 FreshBooks and ShareFile
- 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.
- ShareFile
New file in folder
Triggers when a file is uploaded to a watched folder.
- ShareFile
Shared link created
Triggers when a new shared link is generated.
- ShareFile
Upload file
Add a file to a ShareFile folder.
- ShareFile
Create folder
Create a new folder under a parent.
- ShareFile
Send file via link
Send a secure link to one or more recipients.
Common questions
How does Caddi connect FreshBooks and ShareFile?
FreshBooks and ShareFile 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 FreshBooks and ShareFile 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 FreshBooks and ShareFile to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first FreshBooks + ShareFile 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 FreshBooks and ShareFile?
Drop your work email and we'll show you Caddi running end-to-end against FreshBooks, ShareFile, and the rest of your stack.