AI-native automation
Automate work across
Klaviyo and 
Rocket Matterwith Caddi AI Agents.
Automate anything you do across Klaviyo, Rocket Matter, 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 Rocket Matter
Connect Klaviyo to Caddi
Allow1Sign in to Klaviyo
One click with your own Klaviyo login. No API keys.
Connect Rocket Matter to Caddi
Allow2Sign in to Rocket Matter
The same click again. Both tools are connected.
Create matter in Rocket Matter 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 Rocket Matter together
In a law firm the work between Klaviyo and Rocket Matter 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 matter in Rocket Matter when profile created in Klaviyo.
Caddi watches Klaviyo for profile created and create matter in Rocket Matter. No copy-paste, no missed records.
- 02
Create or update profile in Klaviyo when new matter in Rocket Matter.
Caddi watches Rocket Matter for new matter and create or update profile in Klaviyo so the two systems stay in lockstep.
- 03
Post time entry in Rocket Matter from Klaviyo events.
When added to list happens in Klaviyo, Caddi post time entry in Rocket Matter with the right context attached.
Actions Caddi can take across Klaviyo and Rocket Matter
- 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.
- Rocket Matter
New matter
Triggers when a new matter is opened in Rocket Matter.
- Rocket Matter
Time entry posted
Triggers when a new time entry is recorded.
- Rocket Matter
New invoice
Triggers when an invoice is generated.
- Rocket Matter
Create matter
Open a new Rocket Matter matter with client and billing details.
- Rocket Matter
Post time entry
Record a time entry against a matter.
- Rocket Matter
Add expense
Record a billable expense against a matter.
- Rocket Matter
Add note
Log a timestamped note against a matter.
Common questions
How does Caddi connect Klaviyo and Rocket Matter?
Klaviyo and Rocket Matter 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 Rocket Matter 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 Rocket Matter to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Klaviyo + Rocket Matter 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 Rocket Matter 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 Rocket Matter?
Drop your work email and we'll show you Caddi running end-to-end against Klaviyo, Rocket Matter, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.