AI-native automation
Automate work across
Klaviyo and 
Laserfichewith Caddi AI Agents.
Connect Klaviyo and Laserfiche: Upload document in Laserfiche when profile created in Klaviyo. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.
Discover, automate and govern the work between Klaviyo and Laserfiche
Caddi AI Agents find the repetitive handoffs between Klaviyo and Laserfiche, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
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 Klaviyo and Laserfiche together
At an RIA the work between Klaviyo and Laserfiche is organized by household: the right client, the right accounts, the right advisor. Caddi carries that context through every step, so records stay tied to the household they belong to.
- 01
Upload document in Laserfiche when profile created in Klaviyo.
Caddi watches Klaviyo for profile created and upload document in Laserfiche. No copy-paste, no missed records.
- 02
Create or update profile in Klaviyo when get folder children in Laserfiche.
Caddi watches Laserfiche for get folder children and create or update profile in Klaviyo so the two systems stay in lockstep.
- 03
Upload document in Laserfiche from Klaviyo events.
When added to list happens in Klaviyo, Caddi upload document in Laserfiche with the right context attached.
Actions Caddi can take across Klaviyo and Laserfiche
- Klaviyo
Profile created
Triggers when a new profile is added.
- Klaviyo
Added to list
Triggers when a profile joins a list.
- Klaviyo
Campaign sent
Triggers when a campaign goes out.
- Klaviyo
Create or update profile
Upsert a profile with properties.
- Klaviyo
Add to list
Subscribe a profile to a list.
- Klaviyo
Track event
Record a custom event on a profile.
- Laserfiche
Get folder children
Lists all documents and subfolders within a folder with pagination support and metadata retrieval.
- Laserfiche
Get folder ID
Resolves folder paths to IDs and retrieves folder metadata including permissions and attributes Use the returned folder_id with UploadDocument to place files in specific locations.
- Laserfiche
Get repository ID
Discovers available Laserfiche repositories with their IDs, names, and access URLs Use the returned repository_id with other Laserfiche activities.
- Laserfiche
List o data tables
Discovers all available Laserfiche lookup tables with their names and URLs Use the returned table names with QueryODataEntity to query specific tables.
- Laserfiche
Query o data entity
Searches Laserfiche lookup tables with support for complex OData filtering and returns structured entity data Use the returned entities with other Laserfiche activities for metadata assignment.
- Laserfiche
Upload document
Downloads documents from S3 and uploads them to Laserfiche with automatic metadata preservation and folder assignment.
Common questions
How does Caddi connect Klaviyo and Laserfiche?
Klaviyo and Laserfiche 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 Klaviyo and Laserfiche 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 Klaviyo and Laserfiche to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Klaviyo + Laserfiche 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.
Does this work for RIAs and financial advisors?
Yes. Caddi runs Klaviyo and Laserfiche with the household as the unit of work, so plans, accounts, and activity stay tied to the right client and advisor. Firms most often start with onboarding, account maintenance, or reporting prep.
Ready to automate Klaviyo and Laserfiche?
Drop your work email and we'll show you Caddi running end-to-end against Klaviyo, Laserfiche, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.