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Automate Twilio with Caddi AI Agents

Built for professional services teams.

Twilio sends and receives the firm's texts and calls. Caddi AI Agents decide what to send, when, and where each reply should go.

Yes, Caddi integrates with Twilio. It runs 6 supported actions in Twilio, including incoming SMS, call completed, and message delivered, and connects it to RingCentral, Calendly, 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.

Supported actions6
  • Incoming SMSTriggers when a message arrives on a Twilio number.
  • Call completedTriggers when a call ends.
  • Message deliveredTriggers when an outbound message is delivered.
  • Send SMSText a contact from a Twilio number.
  • Make callPlace an outbound call.
  • Fetch messagesPull the message history for a number.

Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.

Get a demo on your Twilio work

30 minutes. We'll show Caddi AI Agents running it end to end.

How it works

Discover, automate and govern your Twilio work.

Caddi AI Agents find the repetitive work your team does in Twilio, learn it the way a new hire would, and run it for you, with every run on the record. No code, no IT ticket, no brittle wiring.

  1. 1

    Discover

    Caddi AI Agents find the repetitive Twilio work and rank it by the hours it would give back, with the evidence attached.

  2. 2

    Automate

    Show them the job once, like a new hire. They build verified code and run it across your stack.

  3. 3

    Govern

    Every automation is reviewed before it runs in production, and every run is logged and replayable.

The details

What Caddi does with Twilio

Why teams automate Twilio

Client texts are fast but rarely reach the system of record. Caddi sends Twilio messages from your workflows and logs every exchange to the right record.

Loops Caddi runs against Twilio

  • Appointment reminders

    Recommended pattern
    1. Twilio
    2. Calendly

    Caddi texts clients a reminder through Twilio before each Calendly meeting.

  • Log to CRM

    Recommended pattern
    1. Twilio
    2. Salesforce

    Caddi logs inbound and outbound Twilio messages to the Salesforce contact.

  • Document chase

    Recommended pattern
    1. Twilio
    2. Clio

    Caddi texts clients through Twilio when intake documents are still missing in Clio.

Where professional services teams use it

  • Inbound triage

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

  • Notifications & approvals

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

Questions about automating Twilio

Does Caddi have a real Twilio integration?

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

Do I need engineering help to automate Twilio with Caddi?

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

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

Can Caddi connect Twilio 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 Twilio, 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 Twilio?

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 Twilio

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See it on your stack

Ready to automate Twilio?

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