AI-native automation
Automate work across
Adobe Sign and 
AdvicePayby teaching Caddi like a new hire.
Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.
Help me automate charge-to-CRM reconciliation in Adobe Sign and AdvicePay. Caddi builds the loop and runs it.
See it on your stack
See Caddi run Adobe Sign and AdvicePay together.
What Caddi is and how it works
An AI teammate that runs your back-office loops.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Taught like a new hire. Walk Caddi through the work once. Tweak it later by chat, with no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You teach it the job once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use Adobe Sign and AdvicePay together
- 01
Create invoice in AdvicePay when agreement completed in Adobe Sign.
Caddi watches Adobe Sign for agreement completed and create invoice in AdvicePay — no copy-paste, no missed records.
- 02
Send agreement for signature in Adobe Sign when new payment received in AdvicePay.
Caddi watches AdvicePay for new payment received and send agreement for signature in Adobe Sign so the two systems stay in lockstep.
- 03
Process payment in AdvicePay from Adobe Sign events.
When agreement sent happens in Adobe Sign, Caddi process payment in AdvicePay with the right context attached.
Actions Caddi can take across Adobe Sign and AdvicePay
- Adobe Sign
Agreement completed
Triggers when all signers have completed an agreement.
- Adobe Sign
Agreement sent
Triggers when an agreement is sent for signature.
- Adobe Sign
Agreement declined
Triggers when a signer declines an agreement.
- Adobe Sign
Send agreement for signature
Send a document or template out for e-signature.
- Adobe Sign
Use template
Send an agreement built from a reusable widget or template.
- Adobe Sign
Download signed PDF
Download the executed PDF and certificate of completion.
- Adobe Sign
Send reminder
Nudge signers who haven't completed yet.
- 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 Sign and AdvicePay?
Adobe Sign and AdvicePay just run together. You teach Caddi the way you'd teach a new hire: walk it through how you use them today, with no workflow builder to wire up. Caddi turns that walkthrough into a verified loop and runs it against Adobe Sign and AdvicePay end-to-end.
Do I need engineering help?
No. Whoever does the work today walks Caddi through it on a call, the same way they'd train a new hire. 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, and once the loop ships it runs as deterministic code, repeatable and logged, with any model step scoped and reviewable.
Can Caddi connect Adobe Sign and AdvicePay to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Adobe Sign + 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 that first walkthrough. The Caddi team reviews every loop before it runs in production.
Ready to automate Adobe Sign and AdvicePay?
Drop your work email and we'll show you Caddi running end-to-end against Adobe Sign, AdvicePay, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.