Automate Conga with Caddi AI Agents
Built for professional services teams.
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.
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.
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.
Get a demo on your Conga work
30 minutes. We'll show Caddi AI Agents running it end to end.
Discover, automate and govern your Conga work.
Caddi AI Agents find the repetitive work your team does in Conga, learn it the way a new hire would, and run it for you, with every run on the record. No code, no IT ticket, no brittle wiring.
- 1
Discover
Caddi AI Agents find the repetitive Conga work and rank it by the hours it would give back, with the evidence attached.
- 2
Automate
Show them the job once, like a new hire. They build verified code and run it across your stack.
- 3
Govern
Every automation is reviewed before it runs in production, and every run is logged and replayable.
SalesforceWhat Caddi does with Conga
Why teams automate Conga
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 patternCaddi pulls the Salesforce record, runs the Conga template, and attaches the draft for review.
Send for signature
Recommended patternOnce a Conga document is approved, Caddi sends it out in DocuSign and tracks completion.
File executed contracts
Recommended patternCaddi 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.
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.