AI-native automation
Connect Adobe Acrobat and AdvicePay with AI
Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations
Practical ways to use Adobe Acrobat and AdvicePay together
- 01
Create invoice in AdvicePay when new pdf uploaded in Adobe Acrobat.
Caddi watches Adobe Acrobat for new pdf uploaded and create invoice in AdvicePay — no copy-paste, no missed records.
- 02
Create PDF in Adobe Acrobat when new payment received in AdvicePay.
Caddi watches AdvicePay for new payment received and create pdf in Adobe Acrobat so the two systems stay in lockstep.
- 03
Process payment in AdvicePay from Adobe Acrobat events.
When pdf processed happens in Adobe Acrobat, Caddi process payment in AdvicePay with the right context attached.
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Actions Caddi can take across Adobe Acrobat and AdvicePay
- Adobe Acrobat
New PDF uploaded
Triggers when a PDF is added to your Acrobat account.
- Adobe Acrobat
PDF processed
Triggers when an OCR or extraction job finishes.
- Adobe Acrobat
Create PDF
Generate a PDF from a document, image, or template.
- Adobe Acrobat
OCR a PDF
Run OCR over a scanned PDF and return searchable text.
- Adobe Acrobat
Extract content
Pull structured text or fields from a PDF.
- Adobe Acrobat
Combine PDFs
Merge multiple PDFs into one ordered document.
- Adobe Acrobat
Apply protection
Password-protect or restrict permissions on a PDF.
- AdvicePay
New payment received
Triggers when a client makes a payment via AdvicePay.
- AdvicePay
New invoice issued
Triggers when a new invoice is created for a client.
- AdvicePay
New agreement signed
Triggers when a client signs a billing agreement.
- AdvicePay
Subscription renewed
Triggers when a recurring subscription renews.
- AdvicePay
Create invoice
Generate a one-off invoice or billing statement for a client.
- AdvicePay
Process payment
Run a card or ACH charge against an existing contact.
- AdvicePay
Issue refund
Refund a previous payment in full or part.
- AdvicePay
Create subscription
Spin up a recurring subscription for an advisor's client.
- AdvicePay
Update client
Update a client's contact, billing, or compliance details.
Common questions
How does Caddi connect Adobe Acrobat and AdvicePay?
Adobe Acrobat and AdvicePay just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against Adobe Acrobat and AdvicePay end-to-end.
Do I need engineering help?
No. Whoever does the work today shows it once on a call. Caddi builds the loop. No code, no IT ticket.
Is my data safe?
Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, but once the loop ships it runs deterministically — no model in the loop at runtime.
Can Caddi connect Adobe Acrobat and AdvicePay to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Adobe Acrobat + AdvicePay loop is live, Caddi suggests other tools and other workflows to fold in.
How fast can it go live?
Typical first loops ship within a week of the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate Adobe Acrobat and AdvicePay?
Drop your work email and we'll show you Caddi running end-to-end against Adobe Acrobat, AdvicePay, and the rest of your stack.