Automate NowCerts with Caddi
Built for professional services teams.
NowCerts runs the agency's policies and certificates, but intake, COIs, and document filing around it still take manual work. Caddi automates the loops around NowCerts so requests are handled without the manual chase.
Automating NowCerts takes one screenshare.
Show Caddi the NowCerts 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 NowCerts 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 NowCerts
Why teams automate NowCerts
Certificates and document requests are high-volume and repetitive. Caddi generates and files them and only surfaces what needs a person.
Loops Caddi runs against NowCerts
Policy intake & COIs
Recommended patternCaddi turns inbound requests into NowCerts records and generates certificates of insurance on demand.
Document & renewal sync
Recommended patternCaddi files documents and prepares renewals against the right NowCerts record.
Where professional services teams use it
Inbound triage
Watch NowCerts 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 NowCerts 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 NowCerts alongside e-signature, cloud storage, and your system of record.
Notifications & approvals
Send the right person the right NowCerts update — by email, Slack, or Teams — and capture approvals back into the originating record.
Questions about automating NowCerts
Does Caddi have a real NowCerts integration?
Yes. Caddi runs verified code against NowCerts's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for NowCerts is reviewed before it runs in production.
Do I need engineering help to automate NowCerts with Caddi?
No. You demonstrate the workflow once — clicking through NowCerts 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 NowCerts 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 NowCerts with no model in the loop.
Can Caddi connect NowCerts 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 NowCerts, 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 NowCerts?
Drop your work email and we'll show you Caddi running end-to-end against NowCerts and the rest of your stack.