AI-native automation
Connect AdvicePay and Asana 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 AdvicePay and Asana together
- 01
Create task in Asana when new payment received in AdvicePay.
Caddi watches AdvicePay for new payment received and create task in Asana — no copy-paste, no missed records.
- 02
Create invoice in AdvicePay when new task in Asana.
Caddi watches Asana for new task and create invoice in AdvicePay so the two systems stay in lockstep.
- 03
Update task in Asana from AdvicePay events.
When new invoice issued happens in AdvicePay, Caddi update task in Asana 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 AdvicePay and Asana
- 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.
- Asana
New task
Triggers when a new task is created in a project.
- Asana
Task completed
Triggers when a task is marked complete.
- Asana
Project status updated
Triggers when a project's status changes.
- Asana
Create task
Add a new Asana task with assignee, due date, and project.
- Asana
Update task
Modify fields on an existing task.
- Asana
Add comment
Post a comment on a task.
- Asana
Create project
Spin up a new project from a template or blank.
Common questions
How does Caddi connect AdvicePay and Asana?
AdvicePay and Asana 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 AdvicePay and Asana 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 AdvicePay and Asana to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first AdvicePay + Asana 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 AdvicePay and Asana?
Drop your work email and we'll show you Caddi running end-to-end against AdvicePay, Asana, and the rest of your stack.