Meet Caddi in personFuture ProofSep 14–17Booth 248 · Zone 1ADVISE AIOct 20–22AI for Mid-Sized LawNov 5Legal InnovatorsNov 17–18

AI-native automation

Automate work acrossSalesforce and Togglby teaching Caddi like a new hire.

Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.

Sign up freeFree for one user.

Help me automate toggl-to-invoice in Salesforce and Toggl. Caddi builds the loop and runs it.

SalesforceProductivity
TogglProductivity

See it on your stack

See Caddi run Salesforce and Toggl together.

  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

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 · 70+ tools across legal, finance, and operations

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You teach it the job once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Practical ways to use Salesforce and Toggl together

  • 01

    Create time entry in Toggl when new record in Salesforce.

    Caddi watches Salesforce for new record and create time entry in Toggl — no copy-paste, no missed records.

  • 02

    Create record in Salesforce when new time entry in Toggl.

    Caddi watches Toggl for new time entry and create record in Salesforce so the two systems stay in lockstep.

  • 03

    Start timer in Toggl from Salesforce events.

    When updated record happens in Salesforce, Caddi start timer in Toggl with the right context attached.

Actions Caddi can take across Salesforce and Toggl

  • 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.

  • Toggl

    New time entry

    Triggers when a time entry is logged in Toggl.

  • Toggl

    Timer stopped

    Triggers when a running timer is stopped and the entry is finalized.

  • Toggl

    Project updated

    Triggers when a project's status, client, or budget changes.

  • Toggl

    Create time entry

    Log a time entry against a project, client, and tag.

  • Toggl

    Start timer

    Start a running timer for a workspace user.

  • Toggl

    Stop timer

    Stop the active timer and save the entry.

  • Toggl

    Create project

    Spin up a new Toggl project with client, budget, and team.

  • Toggl

    Generate report

    Pull a summary or detailed time report for a date range.

Common questions

How does Caddi connect Salesforce and Toggl?

Salesforce and Toggl 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 Toggl 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 Toggl to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Salesforce + Toggl 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.

Ready to automate Salesforce and Toggl?

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