AI-native automation
Connect Salesforce and Timely 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 Salesforce and Timely together
- 01
Create time entry in Timely when new record in Salesforce.
Caddi watches Salesforce for new record and create time entry in Timely — no copy-paste, no missed records.
- 02
Create record in Salesforce when new time entry in Timely.
Caddi watches Timely for new time entry and create record in Salesforce so the two systems stay in lockstep.
- 03
Create project in Timely from Salesforce events.
When updated record happens in Salesforce, Caddi create project in Timely 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 Salesforce and Timely
- 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.
- Timely
New time entry
Triggers when a time entry is logged.
- Timely
Project updated
Triggers when a project's status or details change.
- Timely
Create time entry
Log a time entry against a project and user.
- Timely
Create project
Spin up a new Timely project with budget and team.
Common questions
How does Caddi connect Salesforce and Timely?
Salesforce and Timely 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 Salesforce and Timely 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 Salesforce and Timely to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Salesforce + Timely 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 Salesforce and Timely?
Drop your work email and we'll show you Caddi running end-to-end against Salesforce, Timely, and the rest of your stack.