AI-native automation

Connect Litify and Trello with AI

Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.

  • Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
  • Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — no workflow builder to re-architect.

SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations

Caddi can…
LitifyLegal
Caddi can…
TrelloProductivity
Get a demoAverage setup: one screenshare, live the same week.

Practical ways to use Litify and Trello together

  • 01

    Create card in Trello when new matter in Litify.

    Caddi watches Litify for new matter and create card in Trello — no copy-paste, no missed records.

  • 02

    Create matter in Litify when new card in Trello.

    Caddi watches Trello for new card and create matter in Litify so the two systems stay in lockstep.

  • 03

    Move card in Trello from Litify events.

    When intake submitted happens in Litify, Caddi move card in Trello with the right context attached.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You screenshare it once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Actions Caddi can take across Litify and Trello

  • Litify

    New matter

    Triggers when a new matter is opened in Litify.

  • Litify

    Intake submitted

    Triggers when a new intake clears Salesforce validation.

  • Litify

    Matter status changed

    Triggers when a matter changes status or stage.

  • Litify

    Create matter

    Open a new Litify matter with client and intake data.

  • Litify

    Create intake

    Push a new intake record into Litify for triage.

  • Litify

    Create task

    Schedule a task against a matter and team member.

  • Litify

    Upload document

    Attach a document to a matter with metadata.

  • Trello

    New card

    Triggers when a new card is added to a list.

  • Trello

    Card moved

    Triggers when a card is moved to a different list.

  • Trello

    Card archived

    Triggers when a card is archived.

  • Trello

    Create card

    Add a new card to a list with description and members.

  • Trello

    Move card

    Move a card between lists or boards.

  • Trello

    Add comment

    Post a comment on a card.

  • Trello

    Add attachment

    Attach a file or URL to a card.

Common questions

How does Caddi connect Litify and Trello?

Litify and Trello just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against Litify and Trello end-to-end.

Do I need engineering help?

No. Whoever does the work today shows it once on a call. 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, but once the loop ships it runs deterministically — no model in the loop at runtime.

Can Caddi connect Litify and Trello to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Litify + Trello 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 the screenshare. The Caddi team reviews every loop before it runs in production.

Ready to automate Litify and Trello?

Drop your work email and we'll show you Caddi running end-to-end against Litify, Trello, and the rest of your stack.