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Cross-vertical

Automate Conga with Caddi AI Agents

Built for professional services teams.

Yes, Caddi integrates with Conga. It runs 380 supported actions in Conga, including generate document, send for signature, and update contract, 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, each through its API.

Supported actions380
Documents54
  • Compare contract documentsRedlines two versions of a Conga contract document.
  • Create obligation documentAttaches an evidence file to a Conga contract obligation.
  • Generate contract documentGenerates a new Conga contract document from a template.
  • Generate supporting documentGenerates a Conga supporting document from a template.
  • Import offline large contract documentImports third-party paper onto an existing Conga contract.
  • Join contract documentsMerges several Conga contract documents into one.
  • Preview contract documentPreviews what a Conga template renders against a contract.
  • Protect contract documentProduces a protected copy of a Conga contract document.
  • Regenerate contract documentRegenerates a Conga contract document from a template.
  • Upload large contract documentLinks a filestore file to a Conga contract as a new document.
  • Reorder sign documentsSets the order a Conga Sign package's documents are presented in.
  • Set sign document visibilityRestricts Conga Sign documents to named recipients.
  • Update sign documentReplaces one Conga Sign package document's own fields.
  • Update sign document metadataOverwrites a Conga Sign package document's custom metadata.
  • Check document existsReports whether a Conga document id resolves to a document.
  • Download contract documentStages a Conga contract document's file for later steps.
  • Download documentDownloads a Conga document version and stages it for later steps.
  • Download sign all documents ZIPStages every document and signer upload on a Conga Sign package as a zip for later steps.
  • Download sign document originalStages a Conga Sign package document as it was uploaded for later steps.
  • Download sign document pageStages one page of a Conga Sign package document as a PNG for later steps.
  • Download sign document PDFStages a Conga Sign package document as a PDF for later steps.
  • Download sign documents ZIPStages every signable document on a Conga Sign package as a zip for later steps.
  • Get contract documentReads one Conga contract document with its content.
  • Get contract document versionReads one named version of a Conga contract document.
  • Get documentReads one Conga document version with its content.
  • Get document metadataReads one Conga document's metadata without its content.
  • Get document versionReads one named version of a Conga document with its content.
  • Get documentsReads several Conga documents in one call.
  • Get obligation documentReads one evidence document attached to a Conga contract obligation.
  • Get sign documentReads one document on a Conga Sign package.
  • Get sign document visibilityReads which recipients can see which Conga Sign documents.
  • List composer merge preview filesLists the files a held Conga merge produced.
  • List contract request documentsLists the documents attached to one Conga contract request.
  • List document versionsLists every version of one Conga document.
  • List in effect contract documentsLists the document changes a Conga amendment made.
  • List object document versionsLists the version history of every document attached to one Conga record.
  • List object documentsLists the Conga documents attached to one record.
  • List related contract documentsLists the documents related to one Conga contract.
  • Preview merge templateMerges data with a Conga template and returns the preview.
  • Query contract documentsFinds the documents on one Conga contract that match a query.
  • Query contract documents with complianceFinds a Conga contract's documents with their compliance result.
  • Query contract documents with reviewFinds a Conga contract's documents with their review status.
  • Search documentsFinds Conga documents by their stored metadata.
  • Search indexed documentsSearches the Conga document search index.
  • Delete contract document versionsDeletes named versions of one Conga contract document.
  • Delete contract documentsDeletes documents from one Conga contract.
  • Delete contract request documentsRemoves documents from one Conga contract request.
  • Delete documentDeletes one Conga document.
  • Delete document versionDeletes one version of a Conga document.
  • Delete documentsDeletes several Conga documents in one call.
  • Delete object documentsDeletes every Conga document attached to one record.
  • Delete obligation documentRemoves one evidence document from a Conga contract obligation.
  • Delete sign documentRemoves one document from a Conga Sign package.
  • Delete sign documentsRemoves several documents from a Conga Sign package.
Approvals32
  • Bulk resubmit objects for approvalRestarts the approval cycle on several Conga business objects.
  • Bulk submit objects for approvalSubmits several Conga business objects for approval in one call.
  • Define ad hoc approval processSaves an ad hoc approval chain for one Conga business object.
  • Resubmit ad hoc approval processResubmits an already-submitted ad hoc approval chain.
  • Submit ad hoc approvalSubmits a saved ad hoc approval chain on a Conga business object.
  • Submit object for approvalSubmits one Conga business object for approval.
  • Submit objects for approval asyncSubmits several Conga business objects for approval in one asynchronous batch.
  • Add ad hoc approver to approval requestInserts an extra approver into a running Conga approval cycle.
  • Approve approval requestApproves one Conga approval request.
  • Approve approval requestsApproves several Conga approval requests in one call.
  • Bulk recall object approvalsCancels the in-flight approval cycles of several Conga business objects.
  • Escalate approval requestRaises one Conga approval request to its configured escalation target.
  • Reassign approval requestHands one Conga approval request to a different assignee.
  • Reassign approval requestsHands several Conga approval requests to different assignees in one call.
  • Recall object approvalCancels the in-flight approval cycle on a Conga business object.
  • Reject approval requestRejects one Conga approval request.
  • Reject approval requestsRejects several Conga approval requests in one call.
  • Take approval request ownershipClaims a queued Conga approval request for the calling user.
  • Bulk preview object approvalsPreviews the approvals of several Conga business objects.
  • Check objects requiring approvalReports which Conga business objects require approval.
  • Check objects requiring approval asyncQueues a check of which Conga business objects require approval.
  • Get ad hoc approval processReads the ad hoc approval chain saved against a Conga business object.
  • Get approval requestReads one Conga approval request.
  • Get approval submission statusReads the state of one asynchronous Conga approval operation.
  • Get child object approval statusReads where a Conga child object stands in approval.
  • Get object approval statusReads where a Conga business object stands in approval.
  • Get submitted ad hoc approval processReads a submitted ad hoc approval chain on a Conga business object.
  • List consolidated approval requestsLists the Conga approval requests consolidated into one request.
  • List object approval requests for assigneeLists one assignee's Conga approval requests on one object.
  • Preview object approvalPreviews the approval a Conga business object would go through.
  • Delete ad hoc approval processDiscards the ad hoc approval chain on a Conga business object.
  • Delete ad hoc approver from approval requestRemoves an ad hoc approver from a running Conga approval cycle.
Contracts26
  • Amend contractCreates an amendment version of a Conga CLM contract.
  • Clone contractCopies a Conga CLM contract into a new version.
  • Convert contract request to contractCreates a Conga contract from a contract request.
  • Create contractCreates a Conga CLM contract.
  • Create offline contractCreates a Conga CLM contract from imported third-party paper.
  • Renew contractCreates a renewal of a Conga CLM contract.
  • Store executed contractCreates an already-executed Conga CLM contract from a staged document.
  • Upload executed contractCreates an already-executed Conga CLM contract by uploading the signed document.
  • Upload offline contractCreates a Conga CLM contract by uploading third-party paper.
  • Activate contractBrings a fully signed Conga CLM contract into effect.
  • Cancel contractCancels a Conga CLM contract that has not been executed.
  • Expire contractMarks a Conga CLM contract expired at the end of its term.
  • Submit contract requestSubmits a Conga CLM contract into its agreement rule's process.
  • Terminate contractTerminates an executed Conga CLM contract.
  • Update contractUpdates a Conga CLM contract's fields.
  • Update contract lifecycle statusDrives a Conga CLM contract's status from a lifecycle action.
  • Update contract signature statusRecords a Conga CLM contract's signature outcome.
  • Find account contract hierarchyFinds the contracts in one Conga account's hierarchy.
  • Find account contract hierarchy from contractFinds the contracts under one contract in a Conga account's hierarchy.
  • Find contractsFinds Conga CLM contracts matching a filter.
  • Get contractReads one Conga CLM contract.
  • Get contract hierarchyReads the contracts related to one Conga CLM contract.
  • Get contract in effect view detailsReads what an amendment changed on a Conga CLM contract.
  • List activated contracts with obligationsLists the activated Conga contracts that carry obligations.
  • Delete contractDeletes one Conga CLM contract.
  • Delete contractsDeletes several Conga CLM contracts in one call.
Records26
  • Create contract related recordsCreates records of a related object on a Conga CLM contract.
  • Create recordInserts one record into a Conga object.
  • Create recordsInserts several records into one Conga object.
  • Update contract related recordUpdates one record of a related object on a Conga CLM contract.
  • Update contract related recordsUpdates several records of a related object on a Conga CLM contract.
  • Update recordUpdates one Conga record by id.
  • Update record by external IDUpdates one Conga record by its external id.
  • Update recordsUpdates several Conga records in one call.
  • Update records by criteriaApplies one patch to every Conga record matching a criteria string.
  • Upsert recordsUpdates the Conga records that exist and inserts the rest.
  • Find contract related recordsFinds a Conga CLM contract's records for one related object.
  • Get contract related recordReads one record of a related object on a Conga CLM contract.
  • Get recordReads one Conga record by id.
  • Get record by external IDReads one Conga record by its external id.
  • Get record summaryReads one Conga object's record count and size on disk.
  • Global searchSearches one term across every Conga object configured for global search.
  • List recordsLists the records of one Conga object.
  • Query recordsQueries one Conga object with field selection and grouping.
  • Search multiple objectsSearches several related Conga objects in one call.
  • Search objectSearches one named Conga object.
  • Delete contract related recordDeletes one record of a related object on a Conga CLM contract.
  • Delete contract related recordsDeletes records of a related object on a Conga CLM contract.
  • Delete recordDeletes one Conga record by id.
  • Delete record by external IDDeletes one Conga record by its external id.
  • Delete recordsDeletes several Conga records in one call.
  • Delete records by criteriaDeletes every Conga record matching a criteria string, up to a stated ceiling.
Envelopes22
  • Clone sign packageRe-creates a Conga Sign package or template from an existing one.
  • Create sign packageCreates a draft Conga Sign package or template.
  • Send Conga sign transactionSends documents for signature through Conga Sign with its own transaction options.
  • Send envelope for signatureSends Conga documents out for signature through the chosen sign provider.
  • End wet sign flowCloses a Conga wet-signature flow and attaches the scanned signed document.
  • End wet sign flow on contractCloses a Conga wet-signature flow and files the signed scan on the contract.
  • Send sign packageReleases a Conga Sign package for signature.
  • Update sign packageEdits a Conga Sign package's own fields.
  • Update sign virtual roomSets up a Conga Sign package's live signing session.
  • Void signature transactionCancels the in-flight e-signature transaction on a Conga record.
  • Download sign evidence summaryStages a Conga Sign package's evidence summary for later steps.
  • Get latest signature providerReads which sign provider a Conga record's most recent transaction used.
  • Get sign packageReads one Conga Sign package.
  • Get sign package audit trailReads a Conga Sign package's audit trail.
  • Get sign package readinessChecks whether a Conga Sign package can be sent.
  • Get sign package signing statusReads a Conga Sign package's signing status.
  • Get sign virtual roomReads a Conga Sign package's live signing session settings.
  • Get signature transactionReads one Conga e-signature transaction's current state.
  • Get signature transaction by objectFinds the e-signature transaction raised against one Conga record.
  • List agreement signing cyclesLists the signing rounds a Conga agreement has been through.
  • List sign packagesLists the Conga Sign packages and templates the caller owns.
  • Delete sign packageDeletes a Conga Sign package or template.
Recipients16
  • Create sign ad hoc groupGroups several Conga Sign signers so any one of them can sign.
  • Create sign roleAdds a recipient role to a Conga Sign package.
  • Create sign role verificationRequires an advanced identity check of one Conga Sign signer.
  • Reorder sign rolesSets the signing order of a Conga Sign package's recipients.
  • Unlock sign roleUnlocks a Conga Sign recipient locked out of signing.
  • Update sign ad hoc groupChanges the membership of a Conga Sign ad hoc signer group.
  • Update sign roleReplaces one recipient role on a Conga Sign package.
  • Update sign role verificationChanges the advanced identity check on one Conga Sign signer.
  • Get sign package signing URLReads the signing URL for one recipient on a Conga Sign package.
  • Get sign roleReads one recipient role on a Conga Sign package.
  • Get sign role verificationReads the identity verification configured for one Conga Sign signer.
  • List sign rolesLists the recipient roles on a Conga Sign package.
  • List sign signer approvalsLists the approvals assigned to one signer on a Conga Sign package.
  • Delete sign ad hoc groupDeletes a Conga Sign ad hoc signer group.
  • Delete sign roleRemoves a recipient role from a Conga Sign package.
  • Delete sign role verificationDrops the advanced identity check on one Conga Sign signer.
Members15
  • Add contract request team membersAssigns team members to a Conga contract request.
  • Add contract team membersAssigns team members to a Conga contract.
  • Update contract request team memberChanges one team assignment on a Conga contract request.
  • Update contract team memberChanges one team assignment on a Conga contract.
  • Get contract request team memberReads one team assignment on a Conga contract request.
  • Get contract team memberReads one team assignment on a Conga contract.
  • Get user group memberReads one Conga user group membership.
  • List contract request team membersLists the team assigned to one Conga contract request.
  • List contract request team members by actionLists who on a Conga contract request's team may perform a named action.
  • List contract team membersLists the team assigned to one Conga contract.
  • List contract team members by actionLists who on a Conga contract's team may perform a named action.
  • List user group membersEnumerates the members of one Conga user group.
  • Search user group membersFinds Conga user group memberships across every group.
  • Remove contract request team memberTakes one member off a Conga contract request's team.
  • Remove contract team memberTakes one member off a Conga contract's team.
Form fields14
  • Copy sign imprint fieldCopies one stamped field to every other document on a Conga Sign package.
  • Create sign imprint fieldStamps a new field onto a Conga Sign document.
  • Add sign virtual room masked fieldHides one more field in a Conga Sign live session.
  • Replace sign document fieldsReplaces the signature blocks and stamped fields on a Conga Sign document.
  • Replace sign imprint fieldsReplaces every editable stamped field on a Conga Sign document.
  • Set sign virtual room masked fieldsReplaces the fields hidden in a Conga Sign live session.
  • Update sign imprint fieldMoves, resizes or re-values one stamped field on a Conga Sign document.
  • Get sign imprint fieldReads one stamped field on a Conga Sign document.
  • Get sign package referenced conditionsReads which fields a Conga Sign package's conditional logic refers to.
  • List sign package fieldsLists every form-field value on a Conga Sign package.
  • List sign virtual room masked fieldsLists the fields hidden from other participants in a Conga Sign live session.
  • Delete sign imprint fieldDeletes one stamped field from a Conga Sign document.
  • Delete sign imprint fieldsDeletes every stamped field from a Conga Sign document.
  • Delete sign virtual room masked fieldUnhides one field in a Conga Sign live session.
Jobs13
  • Convert documentQueues a Conga format conversion of one document.
  • Convert documentsQueues a Conga format conversion of several documents.
  • Generate documentQueues a Conga merge of templates and data into a new document.
  • Join documentsQueues a Conga join of several documents into one.
  • Protect documentQueues a Conga protection change on one document.
  • Protect documentsQueues a Conga protection change across several documents.
  • Start composer mergeStarts a Conga Composer merge and returns its correlation id.
  • Start composer merge from filesStarts a Conga Composer merge from uploaded data and templates.
  • Accept composer merge previewReleases a held Conga merge so it completes.
  • Reject composer merge previewDiscards a held Conga merge so it never completes.
  • Get composer mergeReads one Conga Composer merge's recorded information.
  • Get composer merge statusReads the progress of one Conga Composer merge.
  • Get document generation jobReads one Conga document-production job.
Obligations12
  • Create clause obligationDefines an obligation on a Conga contract clause.
  • Create contract obligationAdds an obligation to a Conga contract.
  • Update clause obligationChanges one obligation defined on a Conga contract clause.
  • Update contract obligationChanges one obligation on a Conga contract before the contract is activated.
  • Get clause obligationReads one obligation defined on a Conga contract clause.
  • Get contract obligationReads one obligation on a Conga contract.
  • List clause obligationsLists the obligations defined on one Conga contract clause.
  • List contract obligationsLists the obligations recorded on one Conga contract.
  • Delete clause obligationRemoves one obligation from a Conga contract clause.
  • Delete clause obligationsRemoves several obligations from one Conga contract clause.
  • Delete contract obligationRemoves one obligation from a Conga contract.
  • Delete contract obligationsRemoves several obligations from one Conga contract.
Users12
  • Get current userReads the profile of the Conga user the integration authenticates as.
  • Get current user currencyReads the currency code in force for the Conga user the integration authenticates as.
  • Get current user currency formatReads the amount patterns in force for the Conga user the integration authenticates as.
  • Get current user localeReads the locale and formats in force for the Conga user the integration authenticates as.
  • Get current user timezoneReads the timezone in force for the Conga user the integration authenticates as.
  • Get sign senderReads one Conga Sign user.
  • Get userReads one Conga platform user's profile.
  • Get user roleReads the name of the role assigned to one Conga platform user.
  • List sign sendersLists the Conga Sign users in the account.
  • List usersFinds Conga platform users matching a criteria filter.
  • Search contract review usersFinds people who can be added as reviewers on a Conga contract.
  • Search signature recipientsFinds candidate signers by name across Conga's users and contacts.
Files10
  • Upload filesUploads staged files to a Conga file-store path.
  • Check file existsTests whether a Conga file-store path and name resolve to a file.
  • Download fileDownloads one Conga file-store file and stages it for later steps.
  • Download files as ZIPDownloads several Conga file-store files as one ZIP and stages it.
  • Get file infoReads one Conga file-store file's metadata.
  • Get file store limitsReads the org's Conga file-store size ceilings.
  • List file namesLists the files at one Conga file-store path.
  • Delete fileDeletes one Conga file-store file.
  • Delete filesDeletes several Conga file-store files in one call.
  • Delete folder filesDeletes every file directly in one Conga file-store folder path.
Attachments9
  • Check sign attachment fileChecks whether one uploaded file is still on a Conga Sign package.
  • Check sign attachment uploadsChecks whether a Conga Sign signer has uploaded anything for an attachment requirement.
  • Check sign role attachmentsChecks whether one Conga Sign recipient has outstanding attachment requirements.
  • Download sign attachmentStages everything a Conga Sign signer uploaded for one requirement for later steps.
  • Download sign attachment fileStages one file a Conga Sign signer uploaded for later steps.
  • Download sign attachments ZIPStages every signer upload on a Conga Sign package as a zip for later steps.
  • Download sign role attachments ZIPStages one Conga Sign recipient's uploads as a zip for later steps.
  • Get approval request attachmentsReads the documents attached to Conga approval requests.
  • Delete sign attachment fileDeletes one file a Conga Sign signer uploaded.
Clauses9
  • Create contract clauseAdds one clause to a Conga contract.
  • Create contract clausesAdds several clauses to one Conga contract at once.
  • Update contract clauseRevises one clause on a Conga contract.
  • Update contract clausesRevises several clauses on one Conga contract at once.
  • Get contract clauseReads one clause on a Conga contract.
  • List contract clausesLists the clauses on one Conga contract.
  • List contract clauses in effectLists the clause changes an amendment made to a Conga contract.
  • Delete contract clauseRemoves one clause from a Conga contract.
  • Delete contract clausesRemoves several clauses from one Conga contract at once.
Configurations9
  • Get document output formatReads one Conga document output format setting.
  • Get document protectionReads one Conga document protection setting.
  • Get document requirementReads one Conga document requirement setting.
  • List composer parametersLists Conga Composer's documented merge parameters.
  • List document requirementsLists which documents a Conga contract type requires.
  • List sign providersLists which sign providers the Conga org has wired up.
  • Query document output formatsQueries Conga's document output format settings.
  • Query document protectionsQueries Conga's document protection settings.
  • Query document requirementsFinds the Conga document requirement settings matching a query.
Roles9
  • Create team roleDefines a new Conga team role.
  • Update team roleChanges a Conga team role definition.
  • Get roleReads one Conga role.
  • Get team roleReads one Conga team role.
  • List rolesFinds Conga roles matching a criteria filter, on the administrative endpoint.
  • List runtime rolesFinds Conga roles matching a criteria filter, without needing an admin permission.
  • Query team rolesFinds Conga team roles matching a filter.
  • Delete team roleDeletes one Conga team role definition.
  • Delete team rolesDeletes several Conga team role definitions.
Fulfillments8
  • Perform fulfillment actionRecords work against one Conga obligation fulfilment and attaches its evidence.
  • Update obligation fulfillmentChanges one fulfilment of a Conga contract obligation.
  • Get obligation fulfillmentReads one fulfilment of a Conga contract obligation.
  • List active fulfillmentsLists the obligation fulfilments needing attention across every Conga contract.
  • List contract fulfillmentsLists one Conga contract's obligations with their fulfilments and documents.
  • List fulfillment historyLists the action trail of one Conga obligation fulfilment.
  • List obligation activity historyLists the action trail across every fulfilment of one Conga obligation.
  • List obligation fulfillmentsLists every fulfilment occurrence of one Conga contract obligation.
Contract requests7
  • Create contract requestRaises a new Conga contract request.
  • Update contract requestChanges a Conga contract request's fields.
  • Get contract requestReads one Conga contract request.
  • Get contract request action eligibilityChecks which Conga contract request actions the caller may perform.
  • List incoming contract requestsReads the Conga contract requests awaiting the caller's approval.
  • Query contract requestsFinds Conga contract requests matching a filter.
  • Delete contract requestDeletes one Conga contract request.
Reviews7
  • Start contract reviewSends a Conga contract's documents out for review.
  • Add contract reviewersAdds reviewers to a Conga review already in flight.
  • Cancel contract reviewAbandons a review cycle on a Conga contract.
  • End contract reviewCompletes a review cycle on a Conga contract.
  • End contract reviewersCloses out named reviewers on an active Conga review.
  • Remove contract reviewersPulls named reviewers off an active Conga review.
  • List contract reviewsLists the review cycles on one Conga contract.
Templates7
  • Get email templateReads one Conga email template.
  • List email templatesLists the org's Conga email templates.
  • List signature templatesLists the templates a Conga sign provider offers.
  • Preview email templateRenders unsaved Conga email content against a record.
  • Query templatesFinds the Conga document templates matching a query.
  • Render email templateMerges a Conga record's data into a saved email template.
  • Search email templatesFinds Conga email templates matching a criteria string.
Permissions6
  • Share recordGrants users and groups access to one Conga record.
  • Update record access levelChanges what an existing Conga record share allows.
  • Get record sharing statusReports how far one Conga record share has got.
  • Get user record accessReads what one user may do with one Conga record.
  • List record sharing infoLists who has access to one Conga record.
  • Un share recordRevokes one user's or group's access to a Conga record.
Approval processes5
  • Get approval processReads one Conga approval process definition.
  • Get approval process stepReads one step of a Conga approval process.
  • List approval process stepsLists the steps of a Conga approval process.
  • List business object approval processesLists the Conga approval processes attached to a business object.
  • Search approval processesSearches the Conga approval processes defined for a business object.
Relationships5
  • Link contractsLinks two Conga CLM contracts under a relationship type.
  • Link contracts by relationship typesLinks two Conga CLM contracts naming both directions.
  • Find related contractsFinds the contracts related to one Conga CLM contract.
  • Get contract relationshipsReads the relationship links on one Conga CLM contract.
  • Unlink contractsRemoves one relationship between two Conga CLM contracts.
Emails4
  • Send bulk emailsSends many template-driven Conga emails in one call.
  • Send emailSends one email through Conga.
  • Get email delivery statusesReads one Conga send's delivery state per recipient.
  • Get email job statusPolls one Conga email delivery job.
Folders4
  • Create folderCreates a folder in the Conga file store.
  • Get folder operation statusPolls one Conga file-store folder operation's progress.
  • List folder contentsLists the direct children of one Conga file-store folder.
  • Delete folder contentsStarts the asynchronous delete of a Conga file-store folder's contents.
Organizations4
  • Get organization currencyReads the Conga organization's default currency code.
  • Get organization infoReads the Conga organization's sitewide settings.
  • Get organization localeReads the Conga organization's default locale and formats.
  • Get organization timezoneReads the Conga organization's default timezone.
Reminders4
  • Create sign reminder scheduleSchedules automatic chasers on a Conga Sign package.
  • Update sign reminder scheduleChanges a Conga Sign package's reminder schedule.
  • Get sign reminder scheduleReads a Conga Sign package's reminder schedule.
  • Delete sign reminder scheduleStops a Conga Sign package's automatic chasers.
Comments3
  • Add approval request commentPosts a comment onto Conga approval requests.
  • Send approval request information requestRaises Conga's request for information on approval requests.
  • List approval request commentsLists the comments on a Conga object's approval.
Events3
  • List adobe sign audit trailLists Adobe Sign's own agreement events for a Conga transaction.
  • List signature event logsLists the org's e-signature event feed.
  • List transaction event logsLists the signing events recorded against one Conga transaction.
Notifications3
  • Resend sign package notificationRe-emails one Conga Sign signer their signing link.
  • Send sign approval mobile notificationMails a mobile signing link for one Conga Sign signature block.
  • Send sign role SMS notificationTexts the signers on one Conga Sign recipient role.
Business objects2
  • List approval business object typesLists the Conga business object types that can be submitted for approval.
  • List approval child object typesLists the child object types under a Conga business object.
Categories2
  • Get email template categoryReads one Conga email template category.
  • List email template categoriesLists the Conga email template categories.
Fields2
  • List global search data typesLists the field data types Conga global search supports.
  • List indexed fieldsLists the fields of a Conga object that a search can filter and sort on.
Groups2
  • Get user groupReads one Conga user group.
  • List user groupsFinds Conga user groups matching a criteria filter.
Recordings2
  • Download sign virtual room recordingStages the video of a Conga Sign live signing session for later steps.
  • List sign virtual room recordingsLists the recordings of a Conga Sign live signing session.
Reports2
  • Export contract recordsExports a Conga CLM query's rows as a spreadsheet.
  • Get contract cycle time dashboardReads Conga CLM's contract cycle-time averages.
Solutions2
  • Get composer solution draftReads one Conga Composer solution still in draft.
  • List composer solutionsLists Conga Composer's saved generation configurations.
Threads2
  • Query conversation threadsFinds Conga conversation threads matching a filter.
  • Search conversation threadsSearches one Conga record's conversation threads by keyword.
More6
  • Create file shared uriMints a temporary public URL for one Conga file-store file.
  • Find contract activity historyFinds a Conga CLM contract's activity history records.
  • Get sign sender signatureReads the default signature image of a Conga Sign user.
  • List currenciesLists the currencies enabled in the Conga org.
  • List record typesLists the record types defined on one Conga object.
  • List signer typesLists the signer roles a Conga sign provider allows.

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    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 164 other tools Caddi works with. Pick one to see what Caddi automates between them.

164 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. 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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