AI-native automation
Automate work across
eMoney and 
Salesforcewith Caddi AI Agents.
Automate anything you do across eMoney, Salesforce, 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 eMoney and Salesforce
Connect eMoney to Caddi
Allow1Sign in to eMoney
One click with your own eMoney login. No API keys.
Connect Salesforce to Caddi
Allow2Sign in to Salesforce
The same click again. Both tools are connected.
Open the eMoney client when a Salesforce household is created.
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 eMoney and Salesforce together
At an RIA the work between eMoney and Salesforce 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
Open the eMoney client when a Salesforce household is created.
A new household in Salesforce triggers the matching eMoney client setup, with the household members, advisor, and relationship already in place.
- 02
Push eMoney plan updates onto the Salesforce record.
When a plan is created or client data changes in eMoney, Caddi writes the current plan state to the Salesforce household, so the CRM reflects the planning work without anyone re-keying it.
- 03
Refresh plan inputs when Salesforce data changes.
Caddi watches the fields that matter on the Salesforce record and updates the corresponding eMoney plan inputs, so the plan is not quietly running on last quarter's information.
Actions Caddi can take across eMoney and Salesforce
- eMoney
New plan created
Triggers when an advisor creates a new financial plan.
- eMoney
Client data updated
Triggers when a client's profile or assets change.
- eMoney
Create client
Open a new eMoney client record with full household details.
- eMoney
Update plan inputs
Push updated assets, liabilities, or goals into a plan.
- eMoney
Generate plan summary
Render a client-ready plan PDF for review or archiving.
- Salesforce
New record
Triggers when a new record of a chosen object is created.
- Salesforce
Updated record
Triggers when a record of a chosen object is updated.
- Salesforce
Field on record updated
Triggers when a specific field on a record changes.
- Salesforce
New outbound message
Triggers when Salesforce sends a configured outbound message.
- Salesforce
Create record
Add a new record of any Salesforce object with custom fields.
- Salesforce
Update record
Modify fields on an existing record.
- Salesforce
Find record
Search records by SOQL or field/value lookup.
- Salesforce
Add to campaign
Add a lead or contact to a campaign.
- Salesforce
Convert lead to contact
Convert a Salesforce lead with optional account and opportunity.
- Salesforce
Send email
Send an email through Salesforce's email action.
Common questions
How does Caddi connect eMoney and Salesforce?
eMoney and Salesforce 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 eMoney and Salesforce 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 eMoney and Salesforce to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first eMoney + Salesforce 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 eMoney and Salesforce 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 eMoney and Salesforce?
Drop your work email and we'll show you Caddi running end-to-end against eMoney, Salesforce, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.