AI-native automation
Automate work across
PagerDuty and 
Wealthboxwith Caddi AI Agents.
Connect PagerDuty and Wealthbox: Create contact in Wealthbox when incident triggered in PagerDuty. 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 PagerDuty and Wealthbox
Caddi AI Agents find the repetitive handoffs between PagerDuty and Wealthbox, 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 PagerDuty and Wealthbox together
At an RIA the work between PagerDuty and Wealthbox 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 contact in Wealthbox when incident triggered in PagerDuty.
Caddi watches PagerDuty for incident triggered and create contact in Wealthbox. No copy-paste, no missed records.
- 02
Create incident in PagerDuty when new contact in Wealthbox.
Caddi watches Wealthbox for new contact and create incident in PagerDuty so the two systems stay in lockstep.
- 03
Create task in Wealthbox from PagerDuty events.
When incident acknowledged happens in PagerDuty, Caddi create task in Wealthbox with the right context attached.
Actions Caddi can take across PagerDuty and Wealthbox
- PagerDuty
Incident triggered
Triggers when a new incident opens.
- PagerDuty
Incident acknowledged
Triggers when a responder acknowledges.
- PagerDuty
Incident resolved
Triggers when an incident is resolved.
- PagerDuty
Create incident
Open an incident on a service.
- PagerDuty
Add note
Post a note to an incident timeline.
- PagerDuty
Resolve incident
Close an incident with a resolution.
- Wealthbox
New contact
Triggers when a new contact is added in Wealthbox.
- Wealthbox
Task completed
Triggers when an advisor closes out a task.
- Wealthbox
New note added
Triggers when a note is logged against a contact.
- Wealthbox
Create contact
Add a new Wealthbox contact with full household details.
- Wealthbox
Create task
Schedule a follow-up task against a contact or household.
- Wealthbox
Add note
Log a meeting, call, or research note against a contact.
- Wealthbox
Add to workflow
Place a contact into a multi-step service workflow.
Common questions
How does Caddi connect PagerDuty and Wealthbox?
PagerDuty and Wealthbox 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 PagerDuty and Wealthbox 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 PagerDuty and Wealthbox to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first PagerDuty + Wealthbox 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 PagerDuty and Wealthbox 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 PagerDuty and Wealthbox?
Drop your work email and we'll show you Caddi running end-to-end against PagerDuty, Wealthbox, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.