AI-native automation
Connect Surepoint and Typeform 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 Surepoint and Typeform together
- 01
Create response in Typeform when new time entry in Surepoint.
Caddi watches Surepoint for new time entry and create response in Typeform — no copy-paste, no missed records.
- 02
Create matter in Surepoint when new form response in Typeform.
Caddi watches Typeform for new form response and create matter in Surepoint so the two systems stay in lockstep.
- 03
Create response in Typeform from Surepoint events.
When invoice generated happens in Surepoint, Caddi create response in Typeform 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 Surepoint and Typeform
- 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.
- Typeform
New form response
Triggers when a respondent submits a Typeform.
- Typeform
Create response
Submit a programmatic response to a Typeform.
Common questions
How does Caddi connect Surepoint and Typeform?
Surepoint and Typeform 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 Surepoint and Typeform 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 Surepoint and Typeform to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Surepoint + Typeform 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 Surepoint and Typeform?
Drop your work email and we'll show you Caddi running end-to-end against Surepoint, Typeform, and the rest of your stack.