AI-native automation
Connect MailChimp and Rocket Matter 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
Practical ways to use MailChimp and Rocket Matter together
- 01
Create matter in Rocket Matter when new subscriber in MailChimp.
Caddi watches MailChimp for new subscriber and create matter in Rocket Matter — no copy-paste, no missed records.
- 02
Add subscriber in MailChimp when new matter in Rocket Matter.
Caddi watches Rocket Matter for new matter and add subscriber in MailChimp so the two systems stay in lockstep.
- 03
Post time entry in Rocket Matter from MailChimp events.
When campaign sent happens in MailChimp, Caddi post time entry in Rocket Matter with the right context attached.
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Actions Caddi can take across MailChimp and Rocket Matter
- MailChimp
New subscriber
Triggers when someone subscribes to an audience.
- MailChimp
Campaign sent
Triggers when a campaign is sent to its audience.
- MailChimp
Unsubscribe
Triggers when a subscriber opts out.
- MailChimp
Add subscriber
Add a new subscriber to an audience with merge fields and tags.
- MailChimp
Update subscriber
Modify a subscriber's merge fields or tags.
- MailChimp
Send campaign
Trigger an existing campaign to send.
- 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 MailChimp and Rocket Matter?
MailChimp and Rocket Matter 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 MailChimp and Rocket Matter 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 MailChimp and Rocket Matter to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first MailChimp + 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 the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate MailChimp and Rocket Matter?
Drop your work email and we'll show you Caddi running end-to-end against MailChimp, Rocket Matter, and the rest of your stack.