NewPlan your 2027 AI roadmap with Caddi DiscoverOn demandBox + Caddi webinarOther eventsNext: ADVISE AI, Oct 20–22

AI-native automation

Automate work acrossFreshBooks and WooCommercewith Caddi AI Agents.

Automate anything you do across FreshBooks, WooCommerce, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.

Free for one user.

How to connect FreshBooks and WooCommerce

  1. Connect FreshBooks to Caddi

    Allow

    1Sign in to FreshBooks

    One click with your own FreshBooks login. No API keys.

  2. Connect WooCommerce to Caddi

    Allow

    2Sign in to WooCommerce

    The same click again. Both tools are connected.

  3. Update order in WooCommerce when new invoice in FreshBooks.

    Type it

    3Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  4. Running

    14 done1 for review

    4Watch it run

    Caddi does the work and flags anything unsure for review.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors

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 WooCommerce together

  • 01

    Update order in WooCommerce when new invoice in FreshBooks.

    Caddi watches FreshBooks for new invoice and update order in WooCommerce. No copy-paste, no missed records.

  • 02

    Create invoice in FreshBooks when new order in WooCommerce.

    Caddi watches WooCommerce for new order and create invoice in FreshBooks so the two systems stay in lockstep.

  • 03

    Create coupon in WooCommerce from FreshBooks events.

    When payment received happens in FreshBooks, Caddi create coupon in WooCommerce with the right context attached.

Actions Caddi can take across FreshBooks and WooCommerce

  • 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.

  • WooCommerce

    New order

    Triggers when an order is placed.

  • WooCommerce

    Order refunded

    Triggers when an order is refunded.

  • WooCommerce

    New customer

    Triggers when a customer account is created.

  • WooCommerce

    Update order

    Change status or add a note to an order.

  • WooCommerce

    Create coupon

    Issue a discount code.

  • WooCommerce

    Fetch orders

    Pull orders for a date range.

Common questions

How does Caddi connect FreshBooks and WooCommerce?

FreshBooks and WooCommerce 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 WooCommerce 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 WooCommerce to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first FreshBooks + WooCommerce 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 WooCommerce?

Drop your work email and we'll show you Caddi running end-to-end against FreshBooks, WooCommerce, and the rest of your stack.