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Automate IT Glue with Caddi AI Agents

Built for professional services teams.

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

Building on the IT Glue API?

How to automate IT Glue

  1. Connect IT Glue to Caddi

    Allow

    1Sign in to IT Glue

    One click with your own IT Glue login. No API keys.

  2. Automate onboarding documentation in IT Glue.

    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

IT Glue integrations

Connect IT Glue 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 IT Glue

Why teams automate IT Glue

IT Glue keeps MSP documentation in one place, but keeping it current, from onboarding to configuration changes, still relies on people remembering. Caddi AI Agents automate the loops around IT Glue so documentation stays accurate.

Documentation drifts the moment it is maintained by hand. Caddi keeps IT Glue in step with the systems of record so it reflects reality.

Loops Caddi runs against IT Glue

  • Onboarding documentation

    Recommended pattern
    1. IT Glue
    2. ConnectWise

    Caddi assembles client and configuration records and writes the matching IT Glue documentation during onboarding.

  • Documentation sync

    Recommended pattern
    1. IT Glue
    2. NinjaOne

    Caddi keeps IT Glue in sync with your PSA and RMM so records reflect the current state.

Where professional services teams use it

  • Inbound triage

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

  • Notifications & approvals

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

Questions about automating IT Glue

Does Caddi have a real IT Glue integration?

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

Do I need engineering help to automate IT Glue with Caddi?

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

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

Can Caddi connect IT Glue 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 IT Glue, 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 IT Glue?

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 IT Glue

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See it on your stack

Ready to automate IT Glue?

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