Meet Caddi in personILTACONAug 23–27Booth 159Future ProofSep 14–17Booth 248 · Zone 1

AI-native automation

Automate work acrossHubSpot and TimeSolvby teaching Caddi like a new hire.

Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.

Sign up freeFree for 14 days.

Help me automate daily time draft in HubSpot and TimeSolv. Caddi builds the loop and runs it.

HubSpotProductivity
TimeSolvLegal

See it on your stack

See Caddi run HubSpot and TimeSolv together.

  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

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 · 70+ tools across legal, finance, and operations

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You teach it the job once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Practical ways to use HubSpot and TimeSolv together

  • 01

    Create matter in TimeSolv when new contact in HubSpot.

    Caddi watches HubSpot for new contact and create matter in TimeSolv — no copy-paste, no missed records.

  • 02

    Create contact in HubSpot when new time entry in TimeSolv.

    Caddi watches TimeSolv for new time entry and create contact in HubSpot so the two systems stay in lockstep.

  • 03

    Post time entry in TimeSolv from HubSpot events.

    When new deal happens in HubSpot, Caddi post time entry in TimeSolv with the right context attached.

Actions Caddi can take across HubSpot and TimeSolv

  • HubSpot

    New contact

    Triggers when a new contact is added to HubSpot.

  • HubSpot

    New deal

    Triggers when a new deal is created.

  • HubSpot

    Deal stage changed

    Triggers when a deal advances to a new stage.

  • HubSpot

    New form submission

    Triggers when a HubSpot form is submitted.

  • HubSpot

    Create contact

    Add a new HubSpot contact with custom properties.

  • HubSpot

    Update contact

    Modify an existing contact's properties.

  • HubSpot

    Create deal

    Open a new deal with pipeline, amount, and associations.

  • HubSpot

    Update deal

    Modify a deal's stage, amount, or close date.

  • HubSpot

    Create task

    Schedule a follow-up task against a contact or deal.

  • TimeSolv

    New time entry

    Triggers when a timekeeper posts time.

  • TimeSolv

    Invoice issued

    Triggers when an invoice is finalized.

  • TimeSolv

    Create matter

    Open a new TimeSolv matter with client and billing details.

  • TimeSolv

    Post time entry

    Record time against a matter and activity code.

  • TimeSolv

    Add expense

    Record a billable expense against a matter.

  • TimeSolv

    Generate invoice

    Bill one or more matters in a single statement.

Common questions

How does Caddi connect HubSpot and TimeSolv?

HubSpot and TimeSolv 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 HubSpot and TimeSolv 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 HubSpot and TimeSolv to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first HubSpot + TimeSolv 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 HubSpot and TimeSolv?

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