AI-native automation
Automate work across
Constant Contact and 
Practifiwith Caddi AI Agents.
Connect Constant Contact and Practifi: Create client in Practifi when new subscriber in Constant Contact. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.
Discover, automate and govern the work between Constant Contact and Practifi
Caddi AI Agents find the repetitive handoffs between Constant Contact and Practifi, 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 repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
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 Constant Contact and Practifi together
At an RIA the work between Constant Contact and Practifi 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
Create client in Practifi when new subscriber in Constant Contact.
Caddi watches Constant Contact for new subscriber and create client in Practifi. No copy-paste, no missed records.
- 02
Add contact in Constant Contact when new client in Practifi.
Caddi watches Practifi for new client and add contact in Constant Contact so the two systems stay in lockstep.
- 03
Launch process in Practifi from Constant Contact events.
When campaign sent happens in Constant Contact, Caddi launch process in Practifi with the right context attached.
Actions Caddi can take across Constant Contact and Practifi
- Constant Contact
New subscriber
Triggers when a contact joins a list.
- Constant Contact
Campaign sent
Triggers when a campaign goes out.
- Constant Contact
Unsubscribe
Triggers when a contact opts out.
- Constant Contact
Add contact
Add or update a contact on a list.
- Constant Contact
Remove from list
Take a contact off a list.
- Constant Contact
Tag contact
Apply a tag for segmentation.
- Practifi
New client
Triggers when a new client or household is created.
- Practifi
Process task assigned
Triggers when a workflow task is assigned to a team member.
- Practifi
Account updated
Triggers when an investment account's status changes.
- Practifi
Create client
Open a new Practifi client with household and contact data.
- Practifi
Launch process
Kick off an onboarding, review, or service process for a client.
- Practifi
Update account
Push account changes (status, value, ownership) back to Practifi.
- Practifi
Log activity
Record a meeting, call, or note against a client record.
Common questions
How does Caddi connect Constant Contact and Practifi?
Constant Contact and Practifi 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 Constant Contact and Practifi 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 Constant Contact and Practifi to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Constant Contact + Practifi 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 Constant Contact and Practifi 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 Constant Contact and Practifi?
Drop your work email and we'll show you Caddi running end-to-end against Constant Contact, Practifi, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.