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In-ProgressCross-vertical

Automate Pax8 with Caddi AI Agents

Built for professional services teams.

Yes, Caddi integrates with Pax8. It runs the Pax8 steps your team does by hand today, and connects it to ConnectWise, Autotask, and Quickbooks. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.

The differenceMost Pax8 integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Pax8 and every tool it touches, including the screens with no API.

Building on the Pax8 API?

How to automate Pax8

  1. Connect Pax8 to Caddi

    Allow

    1Sign in to Pax8

    One click with your own Pax8 login. No API keys.

  2. Automate license & billing reconciliation in Pax8.

    Type it

    2Show or tell it

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

  3. Running

    14 done1 for review

    3Watch it run

    Caddi does the work and flags anything unsure for review.

Integrations

Pax8 integrations

Connect Pax8 with any of the 200 other tools Caddi works with. Pick one to see what Caddi automates between them.

200 tools

The details

What Caddi does with Pax8

Why teams automate Pax8

Pax8 is where MSPs buy and bill cloud subscriptions, but reconciling orders, licenses, and invoices against your PSA still takes manual work. Caddi AI Agents automate the loops around Pax8 so billing stays clean.

Every Pax8 order and invoice fans out into the PSA and accounting. Caddi reconciles that fan-out automatically and flags only the mismatches.

Loops Caddi runs against Pax8

  • License & billing reconciliation

    Recommended pattern
    1. Pax8
    2. ConnectWise
    3. Quickbooks

    Caddi reconciles Pax8 subscriptions and invoices against your PSA and accounting and flags discrepancies.

  • Order to provisioning record

    Recommended pattern
    1. Pax8
    2. Microsoft Outlook

    Caddi turns Pax8 orders into the matching records and notifications across your stack.

Where professional services teams use it

  • Inbound triage

    Watch Pax8 for new items, classify them, and route the right data to the right downstream system: CRM, matter system, or storage.

  • Cross-tool data sync

    Keep Pax8 in lockstep with your CRM, billing, or document system so the same record never has to be updated twice.

  • Document workflows

    Generate, send, and archive documents end-to-end using Pax8 alongside e-signature, cloud storage, and your system of record.

  • Notifications & approvals

    Send the right person the right Pax8 update by email, Slack, or Teams, and capture approvals back into the originating record.

Questions about automating Pax8

Does Caddi have a real Pax8 integration?

Yes. Caddi runs verified code against Pax8's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Pax8 is reviewed before it runs in production.

Do I need engineering help to automate Pax8 with Caddi?

No. You demonstrate the workflow, clicking through Pax8 the way you normally would, and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my Pax8 data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Pax8, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

Can Caddi connect Pax8 to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools. For example: pulling data out of an email, updating Pax8, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

How do I find what to automate in Pax8?

Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.

Often automated alongside Pax8

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See it on your stack

Ready to automate Pax8?

Drop your work email and we'll show you Caddi running end-to-end against Pax8 and the rest of your stack.