Automate Intermedia with Caddi
Built for professional services teams.
Intermedia Unite ties together voice, meetings, and contact center for the firm. Caddi automates the capture and follow-up so phone activity lands in the record.
Automating Intermedia takes one screenshare.
Show Caddi the Intermedia workflow once. It builds a verified automation and runs it for you every time. No code, no IT ticket, no brittle wiring.
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Record it once
Screen-share the Intermedia task the way you already do it.
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Caddi builds it
It writes verified code, tests it, and connects the rest of your stack.
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It runs for you
The automation runs on demand, every time, with no model in the loop.
What Caddi does with Intermedia
Why teams automate Intermedia
Phone activity should update the client record, but manual logging is slow and inconsistent. Caddi captures each Intermedia call and writes it where it belongs.
Loops Caddi runs against Intermedia
Log calls to CRM
Recommended patternCaddi captures each Intermedia call, identifies the contact, and logs it to Salesforce.
Follow-up trigger
Recommended patternCaddi opens the right follow-up task in Outlook from an Intermedia call.
Notify the team
Recommended patternCaddi posts the right Intermedia activity update to the channel.
Where professional services teams use it
Inbound triage
Watch Intermedia 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 Intermedia 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 Intermedia alongside e-signature, cloud storage, and your system of record.
Notifications & approvals
Send the right person the right Intermedia update — by email, Slack, or Teams — and capture approvals back into the originating record.
Questions about automating Intermedia
Does Caddi have a real Intermedia integration?
Yes. Caddi runs verified code against Intermedia's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Intermedia is reviewed before it runs in production.
Do I need engineering help to automate Intermedia with Caddi?
No. You demonstrate the workflow once — clicking through Intermedia 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 Intermedia data safe?
Caddi is SOC 2 attested. Our AI watches and builds the automation, but it never touches client data at runtime — once the automation is generated, it executes deterministically against Intermedia with no model in the loop.
Can Caddi connect Intermedia 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 Intermedia, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.
Ready to automate Intermedia?
Drop your work email and we'll show you Caddi running end-to-end against Intermedia and the rest of your stack.