AI-native automation
Automate work across
FreshBooks and 
SharePointwith Caddi AI Agents.
Automate anything you do across FreshBooks, SharePoint, 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 SharePoint
Connect FreshBooks to Caddi
Allow1Sign in to FreshBooks
One click with your own FreshBooks login. No API keys.
Connect SharePoint to Caddi
Allow2Sign in to SharePoint
The same click again. Both tools are connected.
Upload document in SharePoint 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 SharePoint together
- 01
Upload document in SharePoint when new invoice in FreshBooks.
Caddi watches FreshBooks for new invoice and upload document in SharePoint. No copy-paste, no missed records.
- 02
Create invoice in FreshBooks when new document in library in SharePoint.
Caddi watches SharePoint for new document in library and create invoice in FreshBooks so the two systems stay in lockstep.
- 03
Create list item in SharePoint from FreshBooks events.
When payment received happens in FreshBooks, Caddi create list item in SharePoint with the right context attached.
Actions Caddi can take across FreshBooks and SharePoint
- 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.
- SharePoint
New document in library
Triggers when a file is added to a document library.
- SharePoint
List item created
Triggers when a new list item is added.
- SharePoint
Upload document
Add a file to a SharePoint document library.
- SharePoint
Create list item
Add a new item to a SharePoint list.
- SharePoint
Update list item
Modify fields on an existing list item.
- SharePoint
Search files
Find files across a site or library.
Common questions
How does Caddi connect FreshBooks and SharePoint?
FreshBooks and SharePoint 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 SharePoint 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 SharePoint to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first FreshBooks + SharePoint 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 SharePoint?
Drop your work email and we'll show you Caddi running end-to-end against FreshBooks, SharePoint, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.