AI-native automation

Automate work acrossGusto and Salesforceby AI screensharing.

Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.

GustoProductivity
SalesforceProductivity

See it on your stack

See Caddi run Gusto and Salesforce together.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

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.
  • 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

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You screenshare it once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Practical ways to use Gusto and Salesforce together

  • 01

    Create record in Salesforce when new employee in Gusto.

    Caddi watches Gusto for new employee and create record in Salesforce — no copy-paste, no missed records.

  • 02

    Create employee in Gusto when new record in Salesforce.

    Caddi watches Salesforce for new record and create employee in Gusto so the two systems stay in lockstep.

  • 03

    Update record in Salesforce from Gusto events.

    When payroll processed happens in Gusto, Caddi update record in Salesforce with the right context attached.

Actions Caddi can take across Gusto and Salesforce

  • Gusto

    New employee

    Triggers when a new employee is onboarded.

  • Gusto

    Payroll processed

    Triggers when a payroll run completes.

  • Gusto

    Create employee

    Add a new employee to Gusto with onboarding details.

  • Gusto

    Update employee

    Modify an employee's profile, compensation, or benefits.

  • Gusto

    Run payroll

    Start a payroll run for a pay period.

  • 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 Gusto and Salesforce?

Gusto and Salesforce 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 Gusto and Salesforce 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 Gusto and Salesforce to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Gusto + 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 the screenshare. The Caddi team reviews every loop before it runs in production.

Ready to automate Gusto and Salesforce?

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