Meet Caddi in personADVISE AIOct 20–22AI for Mid-Sized LawNov 5Legal InnovatorsNov 17–18

AI-native automation

Automate work acrossSquare and Twiliowith Caddi AI Agents.

Connect Square and Twilio: Send SMS in Twilio when new payment in Square. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.

Free for one user.
SquareFinance
TwilioProductivity

Discover, automate and govern the work between Square and Twilio

Caddi AI Agents find the repetitive handoffs between Square and Twilio, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.

Discover the repetitive work across existing tools.
Automate the work by delegating to an AI agent.
Govern every workflow and every decision an agent makes.
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors

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 Square and Twilio together

  • 01

    Send SMS in Twilio when new payment in Square.

    Caddi watches Square for new payment and send sms in Twilio. No copy-paste, no missed records.

  • 02

    Create invoice in Square when incoming sms in Twilio.

    Caddi watches Twilio for incoming sms and create invoice in Square so the two systems stay in lockstep.

  • 03

    Make call in Twilio from Square events.

    When invoice paid happens in Square, Caddi make call in Twilio with the right context attached.

Actions Caddi can take across Square and Twilio

  • Square

    New payment

    Triggers when a payment completes.

  • Square

    Invoice paid

    Triggers when a Square invoice is paid.

  • Square

    New customer

    Triggers when a customer is created.

  • Square

    Create invoice

    Send a Square invoice to a customer.

  • Square

    Create customer

    Add a customer with contact details.

  • Square

    Fetch payouts

    Pull payouts and fees for reconciliation.

  • Twilio

    Incoming SMS

    Triggers when a message arrives on a Twilio number.

  • Twilio

    Call completed

    Triggers when a call ends.

  • Twilio

    Message delivered

    Triggers when an outbound message is delivered.

  • Twilio

    Send SMS

    Text a contact from a Twilio number.

  • Twilio

    Make call

    Place an outbound call.

  • Twilio

    Fetch messages

    Pull the message history for a number.

Common questions

How does Caddi connect Square and Twilio?

Square and Twilio 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 Square and Twilio 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 Square and Twilio to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Square + Twilio 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 Square and Twilio?

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