AI-native automation
Automate work across
Klaviyo and 
Surepointwith Caddi AI Agents.
Connect Klaviyo and Surepoint: Create matter in Surepoint 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 Surepoint
Caddi AI Agents find the repetitive handoffs between Klaviyo and Surepoint, 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 Surepoint together
In a law firm the work between Klaviyo and Surepoint 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 Surepoint when profile created in Klaviyo.
Caddi watches Klaviyo for profile created and create matter in Surepoint. No copy-paste, no missed records.
- 02
Create or update profile in Klaviyo when new time entry in Surepoint.
Caddi watches Surepoint for new time entry and create or update profile in Klaviyo so the two systems stay in lockstep.
- 03
Post time entry in Surepoint from Klaviyo events.
When added to list happens in Klaviyo, Caddi post time entry in Surepoint with the right context attached.
Actions Caddi can take across Klaviyo and Surepoint
- 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.
- Surepoint
New time entry
Triggers when a timekeeper posts time against a matter.
- Surepoint
Invoice generated
Triggers when an invoice is finalized.
- Surepoint
Create matter
Open a new SurePoint matter with client and billing details.
- Surepoint
Post time entry
Record time against a matter and activity code.
- Surepoint
Generate invoice
Bill one or more matters in a single statement.
Common questions
How does Caddi connect Klaviyo and Surepoint?
Klaviyo and Surepoint 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 Surepoint 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 Surepoint to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Klaviyo + Surepoint 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 Surepoint 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 Surepoint?
Drop your work email and we'll show you Caddi running end-to-end against Klaviyo, Surepoint, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.