AI-native automation
Connect RingCentral 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 RingCentral and Rocket Matter together
- 01
Create matter in Rocket Matter when new call logged in RingCentral.
Caddi watches RingCentral for new call logged and create matter in Rocket Matter — no copy-paste, no missed records.
- 02
Send SMS in RingCentral when new matter in Rocket Matter.
Caddi watches Rocket Matter for new matter and send sms in RingCentral so the two systems stay in lockstep.
- 03
Post time entry in Rocket Matter from RingCentral events.
When new sms message happens in RingCentral, 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 RingCentral and Rocket Matter
- 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.
- 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 RingCentral and Rocket Matter?
RingCentral 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 RingCentral 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 RingCentral and Rocket Matter to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first RingCentral + 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 RingCentral and Rocket Matter?
Drop your work email and we'll show you Caddi running end-to-end against RingCentral, Rocket Matter, and the rest of your stack.