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Automate 8x8 with Caddi AI Agents

Built for professional services teams.

Yes, Caddi integrates with 8x8. It runs the 8x8 steps your team does by hand today, and connects it to RingCentral, Dialpad, and Salesforce. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.

The differenceMost 8x8 integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across 8x8 and every tool it touches, including the screens with no API.

Visit 8x8.com

How to automate 8x8

  1. Connect 8x8 to Caddi

    Allow

    1Sign in to 8x8

    One click with your own 8x8 login. No API keys.

  2. Automate log calls to CRM in 8x8.

    Type it

    2Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  3. Running

    14 done1 for review

    3Watch it run

    Caddi does the work and flags anything unsure for review.

Integrations

8x8 integrations

Connect 8x8 with any of the 200 other tools Caddi works with. Pick one to see what Caddi automates between them.

200 tools

The details

What Caddi does with 8x8

Why teams automate 8x8

8x8 runs the firm's phones, video and contact center. Caddi AI Agents log every call to the right record and start the follow-up work, so nothing depends on someone remembering to type it in.

Call details live in 8x8 and never make it to the CRM by hand. Caddi captures each call and files it where the team will look for it.

Loops Caddi runs against 8x8

  • Log calls to CRM

    Recommended pattern
    1. 8x8
    2. Salesforce

    Caddi captures each 8x8 call, matches the contact, and logs it to Salesforce.

  • File call to matter

    Recommended pattern
    1. 8x8
    2. Clio

    Caddi attaches 8x8 call details to the right matter in Clio.

  • Follow-up task

    Recommended pattern
    1. 8x8
    2. Microsoft Outlook

    Caddi opens the follow-up task in Outlook from an 8x8 call.

Where professional services teams use it

  • Inbound triage

    Watch 8x8 for new items, classify them, and route the right data to the right downstream system: CRM, matter system, or storage.

  • Cross-tool data sync

    Keep 8x8 in lockstep with your CRM, billing, or document system so the same record never has to be updated twice.

  • Document workflows

    Generate, send, and archive documents end-to-end using 8x8 alongside e-signature, cloud storage, and your system of record.

  • Notifications & approvals

    Send the right person the right 8x8 update by email, Slack, or Teams, and capture approvals back into the originating record.

Questions about automating 8x8

Does Caddi have a real 8x8 integration?

Yes. Caddi runs verified code against 8x8's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for 8x8 is reviewed before it runs in production.

Do I need engineering help to automate 8x8 with Caddi?

No. You demonstrate the workflow, clicking through 8x8 the way you normally would, and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my 8x8 data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against 8x8, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

Can Caddi connect 8x8 to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools. For example: pulling data out of an email, updating 8x8, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

How do I find what to automate in 8x8?

Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.

Often automated alongside 8x8

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See it on your stack

Ready to automate 8x8?

Drop your work email and we'll show you Caddi running end-to-end against 8x8 and the rest of your stack.