NewPlan your 2027 AI roadmap with Caddi DiscoverOther eventsNext: ADVISE AI, Oct 20–22
In-ProgressCross-vertical

Automate Intermedia with Caddi AI Agents

Built for professional services teams.

Yes, Caddi integrates with Intermedia. It runs the Intermedia steps your team does by hand today, and connects it to RingCentral, Microsoft Teams, 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 Intermedia integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Intermedia and every tool it touches, including the screens with no API.

Visit intermedia.com

How to automate Intermedia

  1. Connect Intermedia to Caddi

    Allow

    1Sign in to Intermedia

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

  2. Automate log calls to CRM in Intermedia.

    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

Intermedia integrations

Connect Intermedia 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 Intermedia

Why teams automate Intermedia

Intermedia Unite ties together voice, meetings, and contact center for the firm. Caddi AI Agents automate the capture and follow-up so phone activity lands in the record.

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 pattern
    1. Intermedia
    2. Salesforce

    Caddi captures each Intermedia call, identifies the contact, and logs it to Salesforce.

  • Follow-up trigger

    Recommended pattern
    1. Intermedia
    2. Microsoft Outlook

    Caddi opens the right follow-up task in Outlook from an Intermedia call.

  • Notify the team

    Recommended pattern
    1. Intermedia
    2. Microsoft Teams

    Caddi 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, 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; once generated, it executes as deterministic code against Intermedia, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

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.

How do I find what to automate in Intermedia?

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 Intermedia

Browse all
See it on your stack

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.