Automate IT Glue with Caddi
Built for professional services teams.
IT Glue keeps MSP documentation in one place, but keeping it current, from onboarding to configuration changes, still relies on people remembering. Caddi automates the loops around IT Glue so documentation stays accurate.
Automating IT Glue takes one screenshare.
Show Caddi the IT Glue workflow once. It builds a verified automation and runs it for you every time. No code, no IT ticket, no brittle wiring.
- 1
Record it once
Screen-share the IT Glue task the way you already do it.
- 2
Caddi builds it
It writes verified code, tests it, and connects the rest of your stack.
- 3
It runs for you
The automation runs on demand, every time, with no model in the loop.
What Caddi does with IT Glue
Why teams automate IT Glue
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 patternCaddi assembles client and configuration records and writes the matching IT Glue documentation during onboarding.
Documentation sync
Recommended patternCaddi 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 once — 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, but it never touches client data at runtime — once the automation is generated, it executes deterministically against IT Glue with no model in the loop.
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.
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.