AI-native automation

Connect RingCentral and ShareFile 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…
RingCentralProductivity
Caddi can…
ShareFileProductivity
Get a demoAverage setup: one screenshare, live the same week.

Practical ways to use RingCentral and ShareFile together

  • 01

    Upload file in ShareFile when new call logged in RingCentral.

    Caddi watches RingCentral for new call logged and upload file in ShareFile — no copy-paste, no missed records.

  • 02

    Send SMS in RingCentral when new file in folder in ShareFile.

    Caddi watches ShareFile for new file in folder and send sms in RingCentral so the two systems stay in lockstep.

  • 03

    Create folder in ShareFile from RingCentral events.

    When new sms message happens in RingCentral, Caddi create folder in ShareFile 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 RingCentral and ShareFile

  • 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.

  • ShareFile

    New file in folder

    Triggers when a file is uploaded to a watched folder.

  • ShareFile

    Shared link created

    Triggers when a new shared link is generated.

  • ShareFile

    Upload file

    Add a file to a ShareFile folder.

  • ShareFile

    Create folder

    Create a new folder under a parent.

  • ShareFile

    Send file via link

    Send a secure link to one or more recipients.

Common questions

How does Caddi connect RingCentral and ShareFile?

RingCentral and ShareFile 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 ShareFile 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 ShareFile to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first RingCentral + ShareFile 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 ShareFile?

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