AI-native automation
Automate work across
Laserfiche and 
Twiliowith Caddi AI Agents.
Connect Laserfiche and Twilio: Send SMS in Twilio when get folder children in Laserfiche. 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 Laserfiche and Twilio
Caddi AI Agents find the repetitive handoffs between Laserfiche and Twilio, 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 Laserfiche and Twilio together
At an RIA the work between Laserfiche and Twilio 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
Send SMS in Twilio when get folder children in Laserfiche.
Caddi watches Laserfiche for get folder children and send sms in Twilio. No copy-paste, no missed records.
- 02
Upload document in Laserfiche when incoming sms in Twilio.
Caddi watches Twilio for incoming sms and upload document in Laserfiche so the two systems stay in lockstep.
- 03
Make call in Twilio from Laserfiche events.
When get folder id happens in Laserfiche, Caddi make call in Twilio with the right context attached.
Actions Caddi can take across Laserfiche and Twilio
- 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.
- Twilio
Incoming SMS
Triggers when a message arrives on a Twilio number.
- Twilio
Call completed
Triggers when a call ends.
- Twilio
Message delivered
Triggers when an outbound message is delivered.
- Twilio
Send SMS
Text a contact from a Twilio number.
- Twilio
Make call
Place an outbound call.
- Twilio
Fetch messages
Pull the message history for a number.
Common questions
How does Caddi connect Laserfiche and Twilio?
Laserfiche and Twilio 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 Laserfiche and Twilio 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 Laserfiche and Twilio to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Laserfiche + Twilio 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 Laserfiche and Twilio 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 Laserfiche and Twilio?
Drop your work email and we'll show you Caddi running end-to-end against Laserfiche, Twilio, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.