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AI-native automation

Automate work acrossKlaviyo and Wavewith Caddi AI Agents.

Automate anything you do across Klaviyo, Wave, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.

Free for one user.

How to connect Klaviyo and Wave

  1. Connect Klaviyo to Caddi

    Allow

    1Sign in to Klaviyo

    One click with your own Klaviyo login. No API keys.

  2. Connect Wave to Caddi

    Allow

    2Sign in to Wave

    The same click again. Both tools are connected.

  3. Create invoice in Wave when profile created in Klaviyo.

    ScreenshareType it

    3Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  4. Running

    14 done1 for review

    4Watch it run

    Caddi does the work and flags anything unsure for review.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors

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 Klaviyo and Wave together

  • 01

    Create invoice in Wave when profile created in Klaviyo.

    Caddi watches Klaviyo for profile created and create invoice in Wave. No copy-paste, no missed records.

  • 02

    Create or update profile in Klaviyo when invoice paid in Wave.

    Caddi watches Wave for invoice paid and create or update profile in Klaviyo so the two systems stay in lockstep.

  • 03

    Record payment in Wave from Klaviyo events.

    When added to list happens in Klaviyo, Caddi record payment in Wave with the right context attached.

Actions Caddi can take across Klaviyo and Wave

  • Klaviyo

    Profile created

    Triggers when a new profile is added.

  • Klaviyo

    Added to list

    Triggers when a profile joins a list.

  • Klaviyo

    Campaign sent

    Triggers when a campaign goes out.

  • Klaviyo

    Create or update profile

    Upsert a profile with properties.

  • Klaviyo

    Add to list

    Subscribe a profile to a list.

  • Klaviyo

    Track event

    Record a custom event on a profile.

  • Wave

    Invoice paid

    Triggers when a Wave invoice is paid.

  • Wave

    New customer

    Triggers when a customer is added.

  • Wave

    Invoice overdue

    Triggers when an invoice passes its due date.

  • Wave

    Create invoice

    Draft an invoice with line items.

  • Wave

    Record payment

    Mark an invoice paid.

  • Wave

    Create transaction

    Record an income or expense transaction.

Common questions

How does Caddi connect Klaviyo and Wave?

Klaviyo and Wave 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 Klaviyo and Wave 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 Klaviyo and Wave to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Klaviyo + Wave 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.

Ready to automate Klaviyo and Wave?

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