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AI-native automation

Automate work acrossAdobe Sign and Wavewith Caddi AI Agents.

Connect Adobe Sign and Wave: Create invoice in Wave when agreement completed in Adobe Sign. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.

Free for one user.
Adobe SignProductivity
WaveFinance

Discover, automate and govern the work between Adobe Sign and Wave

Caddi AI Agents find the repetitive handoffs between Adobe Sign and Wave, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.

Discover the repetitive work across existing tools.
Automate the work by delegating to an AI agent.
Govern every workflow and every decision an agent makes.
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors

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 · 150+ tools across legal, finance, and operations

Practical ways to use Adobe Sign and Wave together

  • 01

    Create invoice in Wave when agreement completed in Adobe Sign.

    Caddi watches Adobe Sign for agreement completed and create invoice in Wave. No copy-paste, no missed records.

  • 02

    Send agreement for signature in Adobe Sign when invoice paid in Wave.

    Caddi watches Wave for invoice paid and send agreement for signature in Adobe Sign so the two systems stay in lockstep.

  • 03

    Record payment in Wave from Adobe Sign events.

    When agreement sent happens in Adobe Sign, Caddi record payment in Wave with the right context attached.

Actions Caddi can take across Adobe Sign and Wave

  • 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.

  • Wave

    Invoice paid

    Triggers when a Wave invoice is paid.

  • Wave

    New customer

    Triggers when a customer is added.

  • Wave

    Invoice overdue

    Triggers when an invoice passes its due date.

  • Wave

    Create invoice

    Draft an invoice with line items.

  • Wave

    Record payment

    Mark an invoice paid.

  • Wave

    Create transaction

    Record an income or expense transaction.

Common questions

How does Caddi connect Adobe Sign and Wave?

Adobe Sign and Wave 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 Wave 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 Wave to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Adobe Sign + Wave 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 Wave?

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