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Automate Conga with Caddi AI Agents

Built for professional services teams.

Yes, Caddi integrates with Conga. It runs 6 supported actions in Conga, including document generated, contract executed, and approval requested, and connects it to Salesforce, Docusign, and PandaDoc. 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 Conga integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Conga and every tool it touches, including the screens with no API.

Supported actions6
  • Document generatedTriggers when Conga produces a document from a template.
  • Contract executedTriggers when a contract is fully signed.
  • Approval requestedTriggers when a document is sent for approval.
  • Generate documentRun a Conga template against a CRM record.
  • Send for signatureRoute a generated document for e-signature.
  • Update contractWrite status and dates back to the contract record.

Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.

Visit conga.com

How to automate Conga

  1. Connect Conga to Caddi

    Allow

    1Sign in to Conga

    One click with your own Conga login. No API keys.

  2. Automate generate from CRM in Conga.

    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

Conga integrations

Connect Conga 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 Conga

Why teams automate Conga

Conga generates documents and manages contracts on top of your CRM. Caddi AI Agents run the steps around it: gathering the data, sending for signature and filing the result.

Document generation saves time only when the inputs are right and the outputs land in the right place. Caddi checks the source record, runs the Conga template, and files the signed copy.

Loops Caddi runs against Conga

  • Generate from CRM

    Recommended pattern
    1. Conga
    2. Salesforce

    Caddi pulls the Salesforce record, runs the Conga template, and attaches the draft for review.

  • Send for signature

    Recommended pattern
    1. Conga
    2. Docusign

    Once a Conga document is approved, Caddi sends it out in DocuSign and tracks completion.

  • File executed contracts

    Recommended pattern
    1. Conga
    2. SharePoint

    Caddi files each executed Conga contract to the right folder in SharePoint with consistent naming.

Where professional services teams use it

  • Inbound triage

    Watch Conga 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 Conga 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 Conga alongside e-signature, cloud storage, and your system of record.

  • Notifications & approvals

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

Questions about automating Conga

Does Caddi have a real Conga integration?

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

Do I need engineering help to automate Conga with Caddi?

No. You demonstrate the workflow, clicking through Conga 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 Conga data safe?

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

Can Caddi connect Conga 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 Conga, 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 Conga?

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 Conga

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See it on your stack

Ready to automate Conga?

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