AI-native automation
Connect NetDocuments and RingCentral 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 NetDocuments and RingCentral together
- 01
Send SMS in RingCentral when new document in NetDocuments.
Caddi watches NetDocuments for new document and send sms in RingCentral — no copy-paste, no missed records.
- 02
Upload document in NetDocuments when new call logged in RingCentral.
Caddi watches RingCentral for new call logged and upload document in NetDocuments so the two systems stay in lockstep.
- 03
Send fax in RingCentral from NetDocuments events.
When document profiled happens in NetDocuments, Caddi send fax in RingCentral 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 NetDocuments and RingCentral
- NetDocuments
New document
Triggers when a document is added to a workspace.
- NetDocuments
Document profiled
Triggers when profile attributes are set on a document.
- NetDocuments
Upload document
Add a document to a workspace with profile attributes.
- NetDocuments
Create workspace
Open a new matter workspace under a cabinet.
- NetDocuments
Search documents
Find documents by content or profile attributes.
- NetDocuments
Update document attributes
Set or change profile fields on a document.
- RingCentral
New call logged
Triggers when a call is recorded in the call log.
- RingCentral
New SMS message
Triggers when a new SMS arrives.
- RingCentral
New fax
Triggers when a new fax is received.
- RingCentral
Send SMS
Send an SMS message to one or more numbers.
- RingCentral
Send fax
Send a fax with one or more attached documents.
- RingCentral
Post message to team
Post a message to a RingCentral team chat.
Common questions
How does Caddi connect NetDocuments and RingCentral?
NetDocuments and RingCentral 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 NetDocuments and RingCentral 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 NetDocuments and RingCentral to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first NetDocuments + RingCentral 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 NetDocuments and RingCentral?
Drop your work email and we'll show you Caddi running end-to-end against NetDocuments, RingCentral, and the rest of your stack.