- Automations
- Salesforce + Stripe
AI-native automation
Automate work across
Salesforce and
Stripeby teaching Caddi like a new hire.
Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.
Help me automate payment-to-books posting in Salesforce and Stripe. Caddi builds the loop and runs it.


See it on your stack
See Caddi run Salesforce and Stripe together.
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 · 70+ tools across legal, finance, and operations
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You teach it the job once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use Salesforce and Stripe together
- 01
Create customer in Stripe when new record in Salesforce.
Caddi watches Salesforce for new record and create customer in Stripe — no copy-paste, no missed records.
- 02
Create record in Salesforce when new charge in Stripe.
Caddi watches Stripe for new charge and create record in Salesforce so the two systems stay in lockstep.
- 03
Create charge in Stripe from Salesforce events.
When updated record happens in Salesforce, Caddi create charge in Stripe with the right context attached.
Actions Caddi can take across Salesforce and Stripe
SalesforceNew record
Triggers when a new record of a chosen object is created.
SalesforceUpdated record
Triggers when a record of a chosen object is updated.
SalesforceField on record updated
Triggers when a specific field on a record changes.
SalesforceNew outbound message
Triggers when Salesforce sends a configured outbound message.
SalesforceCreate record
Add a new record of any Salesforce object with custom fields.
SalesforceUpdate record
Modify fields on an existing record.
SalesforceFind record
Search records by SOQL or field/value lookup.
SalesforceAdd to campaign
Add a lead or contact to a campaign.
SalesforceConvert lead to contact
Convert a Salesforce lead with optional account and opportunity.
SalesforceSend email
Send an email through Salesforce's email action.
StripeNew charge
Triggers when a successful charge is processed.
StripeSubscription created
Triggers when a new subscription starts.
StripeRefund issued
Triggers when a refund is processed.
StripeCreate customer
Add a new Stripe customer with payment method.
StripeCreate charge
Charge a customer's card or bank account.
StripeCreate invoice
Generate an invoice for a customer.
StripeCreate subscription
Start a recurring subscription for a customer.
Common questions
How does Caddi connect Salesforce and Stripe?
Salesforce and Stripe 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 Salesforce and Stripe 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 Salesforce and Stripe to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Salesforce + Stripe 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 Salesforce and Stripe?
Drop your work email and we'll show you Caddi running end-to-end against Salesforce, Stripe, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.




