AI-native automation
Connect Practifi and Salesforce with AI
Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.
- 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
Practical ways to use Practifi and Salesforce together
- 01
Create record in Salesforce when new client in Practifi.
Caddi watches Practifi for new client and create record in Salesforce — no copy-paste, no missed records.
- 02
Create client in Practifi when new record in Salesforce.
Caddi watches Salesforce for new record and create client in Practifi so the two systems stay in lockstep.
- 03
Update record in Salesforce from Practifi events.
When process task assigned happens in Practifi, Caddi update record in Salesforce with the right context attached.
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Actions Caddi can take across Practifi and Salesforce
- Practifi
New client
Triggers when a new client or household is created.
- Practifi
Process task assigned
Triggers when a workflow task is assigned to a team member.
- Practifi
Account updated
Triggers when an investment account's status changes.
- Practifi
Create client
Open a new Practifi client with household and contact data.
- Practifi
Launch process
Kick off an onboarding, review, or service process for a client.
- Practifi
Update account
Push account changes (status, value, ownership) back to Practifi.
- Practifi
Log activity
Record a meeting, call, or note against a client record.
- 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 Practifi and Salesforce?
Practifi 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 Practifi 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 Practifi and Salesforce to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Practifi + 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 Practifi and Salesforce?
Drop your work email and we'll show you Caddi running end-to-end against Practifi, Salesforce, and the rest of your stack.