Meet Caddi in personADVISE AIOct 20–22AI for Mid-Sized LawNov 5Legal InnovatorsNov 17–18

AI-native automation

Automate work acrossOracle Fusion ERP and Salesforcewith Caddi AI Agents.

Connect Oracle Fusion ERP and Salesforce: Create record in Salesforce when invoice created in Oracle Fusion ERP. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.

Free for one user.
Oracle Fusion ERPFinance
SalesforceProductivity

Discover, automate and govern the work between Oracle Fusion ERP and Salesforce

Caddi AI Agents find the repetitive handoffs between Oracle Fusion ERP and Salesforce, 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 the repetitive work across existing tools.
Automate the work by delegating to an AI agent.
Govern every workflow and every decision an agent makes.
  • 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 Oracle Fusion ERP and Salesforce together

  • 01

    Create record in Salesforce when invoice created in Oracle Fusion ERP.

    Caddi watches Oracle Fusion ERP for invoice created and create record in Salesforce. No copy-paste, no missed records.

  • 02

    Create invoice in Oracle Fusion ERP when new record in Salesforce.

    Caddi watches Salesforce for new record and create invoice in Oracle Fusion ERP so the two systems stay in lockstep.

  • 03

    Update record in Salesforce from Oracle Fusion ERP events.

    When invoice approved happens in Oracle Fusion ERP, Caddi update record in Salesforce with the right context attached.

Actions Caddi can take across Oracle Fusion ERP and Salesforce

  • Oracle Fusion ERP

    Invoice created

    Triggers when a payables invoice is entered.

  • Oracle Fusion ERP

    Invoice approved

    Triggers when an invoice clears approval.

  • Oracle Fusion ERP

    Period closed

    Triggers when an accounting period closes.

  • Oracle Fusion ERP

    Create invoice

    Enter a payables invoice with lines.

  • Oracle Fusion ERP

    Create journal

    Post a journal entry to the ledger.

  • Oracle Fusion ERP

    Fetch balances

    Export account balances for a 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 Oracle Fusion ERP and Salesforce?

Oracle Fusion ERP 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 Oracle Fusion ERP 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 Oracle Fusion ERP and Salesforce to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Oracle Fusion ERP + 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.

Ready to automate Oracle Fusion ERP and Salesforce?

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