AI-native automation
Automate work across
Salesforce and 
Surepointwith Caddi AI Agents.
Automate anything you do across Salesforce, Surepoint, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.
How to connect Salesforce and Surepoint
Connect Salesforce to Caddi
Allow1Sign in to Salesforce
One click with your own Salesforce login. No API keys.
Connect Surepoint to Caddi
Allow2Sign in to Surepoint
The same click again. Both tools are connected.
Create matter in Surepoint when new record in Salesforce.
ScreenshareType it3Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
4Watch it run
Caddi does the work and flags anything unsure for review.
What Caddi is and how it works
An AI teammate that runs your back-office loops.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Taught like a new hire. Walk Caddi through the work once. Tweak it later by chat, with no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 150+ tools across legal, finance, and operations
Practical ways to use Salesforce and Surepoint together
In a law firm the work between Salesforce and Surepoint is organized by matter: the right client, the right matter, the right people on it. Caddi carries that context through every step, so nothing is filed against the wrong case.
- 01
Create matter in Surepoint when new record in Salesforce.
Caddi watches Salesforce for new record and create matter in Surepoint. No copy-paste, no missed records.
- 02
Create record in Salesforce when new time entry in Surepoint.
Caddi watches Surepoint for new time entry and create record in Salesforce so the two systems stay in lockstep.
- 03
Post time entry in Surepoint from Salesforce events.
When updated record happens in Salesforce, Caddi post time entry in Surepoint with the right context attached.
Actions Caddi can take across Salesforce and Surepoint
- Salesforce
New record
Triggers when a new record of a chosen object is created.
- Salesforce
Updated record
Triggers when a record of a chosen object is updated.
- Salesforce
Field on record updated
Triggers when a specific field on a record changes.
- Salesforce
New outbound message
Triggers when Salesforce sends a configured outbound message.
- Salesforce
Create record
Add a new record of any Salesforce object with custom fields.
- Salesforce
Update record
Modify fields on an existing record.
- Salesforce
Find record
Search records by SOQL or field/value lookup.
- Salesforce
Add to campaign
Add a lead or contact to a campaign.
- Salesforce
Convert lead to contact
Convert a Salesforce lead with optional account and opportunity.
- Salesforce
Send email
Send an email through Salesforce's email action.
- Surepoint
New time entry
Triggers when a timekeeper posts time against a matter.
- Surepoint
Invoice generated
Triggers when an invoice is finalized.
- Surepoint
Create matter
Open a new SurePoint matter with client and billing details.
- Surepoint
Post time entry
Record time against a matter and activity code.
- Surepoint
Generate invoice
Bill one or more matters in a single statement.
Common questions
How does Caddi connect Salesforce and Surepoint?
Salesforce and Surepoint just run together. You teach Caddi the way you'd teach a new hire: walk it through how you use them today, with no workflow builder to wire up. Caddi turns that walkthrough into a verified loop and runs it against Salesforce and Surepoint end-to-end.
Do I need engineering help?
No. Whoever does the work today walks Caddi through it on a call, the same way they'd train a new hire. 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, and once the loop ships it runs as deterministic code, repeatable and logged, with any model step scoped and reviewable.
Can Caddi connect Salesforce and Surepoint to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Salesforce + Surepoint 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 that first walkthrough. The Caddi team reviews every loop before it runs in production.
Does this work for law firms?
Yes. Caddi runs Salesforce and Surepoint with the matter as the unit of work, so documents, time, and communications land against the right client and matter rather than in a general folder. Firms most often start with intake, document filing, or billing prep.
Ready to automate Salesforce and Surepoint?
Drop your work email and we'll show you Caddi running end-to-end against Salesforce, Surepoint, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.