AI-native automation
Automate work across
Black Diamond and 
Redtail CRMwith Caddi AI Agents.
Automate anything you do across Black Diamond, Redtail CRM, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.
How to connect Black Diamond and Redtail CRM
Connect Black Diamond to Caddi
Allow1Sign in to Black Diamond
One click with your own Black Diamond login. No API keys.
Connect Redtail CRM to Caddi
Allow2Sign in to Redtail CRM
The same click again. Both tools are connected.
When something new comes in to Black Diamond, update Redtail CRM.
ScreenshareType it3Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
4Watch it run
Caddi does the work and flags anything unsure for review.
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 Black Diamond and Redtail CRM together
At an RIA the work between Black Diamond and Redtail CRM is organized by household: the right client, the right accounts, the right advisor. Caddi carries that context through every step, so records stay tied to the household they belong to.
- 01
Keep Black Diamond and Redtail CRM in lockstep.
Caddi listens for changes on either side and writes the matching update to the other, so your team stops keeping two systems in sync by hand.
Actions Caddi can take across Black Diamond and Redtail CRM
- Black Diamond
Report generated
Triggers when a performance or review report finishes rendering.
- Black Diamond
Account updated
Triggers when an account's holdings, value, or details change.
- Black Diamond
New account added
Triggers when a new account is added to a household.
- Black Diamond
Billing run completed
Triggers when a fee billing run finishes for the period.
- Black Diamond
Generate report
Run a performance, holdings, or review report for a household.
- Black Diamond
Find account
Look up an account or household by name, ID, or custodian.
- Black Diamond
Export performance data
Pull performance, positions, or billing figures for a date range.
- Black Diamond
Update household
Write household or account metadata back to Black Diamond.
Common questions
How does Caddi connect Black Diamond and Redtail CRM?
Black Diamond and Redtail CRM 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 Black Diamond and Redtail CRM 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 Black Diamond and Redtail CRM to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Black Diamond + Redtail CRM 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.
Does this work for RIAs and financial advisors?
Yes. Caddi runs Black Diamond and Redtail CRM with the household as the unit of work, so plans, accounts, and activity stay tied to the right client and advisor. Firms most often start with onboarding, account maintenance, or reporting prep.
Ready to automate Black Diamond and Redtail CRM?
Drop your work email and we'll show you Caddi running end-to-end against Black Diamond, Redtail CRM, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.