AI-native automation
Automate work across
Klaviyo and 
PracticePantherwith Caddi AI Agents.
Automate anything you do across Klaviyo, PracticePanther, 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 Klaviyo and PracticePanther
Connect Klaviyo to Caddi
Allow1Sign in to Klaviyo
One click with your own Klaviyo login. No API keys.
Connect PracticePanther to Caddi
Allow2Sign in to PracticePanther
The same click again. Both tools are connected.
Create contact in PracticePanther when profile created in Klaviyo.
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 Klaviyo and PracticePanther together
In a law firm the work between Klaviyo and PracticePanther is organized by matter: the right client, the right matter, the right people on it. Caddi carries that context through every step, so nothing is filed against the wrong case.
- 01
Create contact in PracticePanther when profile created in Klaviyo.
Caddi watches Klaviyo for profile created and create contact in PracticePanther. No copy-paste, no missed records.
- 02
Create or update profile in Klaviyo when new contact in PracticePanther.
Caddi watches PracticePanther for new contact and create or update profile in Klaviyo so the two systems stay in lockstep.
- 03
Create matter in PracticePanther from Klaviyo events.
When added to list happens in Klaviyo, Caddi create matter in PracticePanther with the right context attached.
Actions Caddi can take across Klaviyo and PracticePanther
- 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.
- PracticePanther
New contact
Triggers when a new contact is created in PracticePanther.
- PracticePanther
New matter
Triggers when a new matter is opened.
- PracticePanther
Event scheduled
Triggers when an event is added to the calendar.
- PracticePanther
Create contact
Add a contact with address, phone, and matter associations.
- PracticePanther
Create matter
Open a new PracticePanther matter with client and billing details.
- PracticePanther
Create task
Schedule a follow-up task against a matter.
- PracticePanther
Add time entry
Record time against a matter and activity code.
- PracticePanther
Add note
Log a timestamped note against a matter.
Common questions
How does Caddi connect Klaviyo and PracticePanther?
Klaviyo and PracticePanther 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 PracticePanther 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 PracticePanther to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Klaviyo + PracticePanther 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 law firms?
Yes. Caddi runs Klaviyo and PracticePanther with the matter as the unit of work, so documents, time, and communications land against the right client and matter rather than in a general folder. Firms most often start with intake, document filing, or billing prep.
Ready to automate Klaviyo and PracticePanther?
Drop your work email and we'll show you Caddi running end-to-end against Klaviyo, PracticePanther, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.