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FinanceFinance Specific

Automate Wealthbox with Caddi

Built for finance teams.

Wealthbox is the modern CRM advisors actually like using — but updates still pile up after every meeting, signature, and inbox check-in. Caddi handles those updates automatically.

Supported actions7
  • New contactTriggers when a new contact is added in Wealthbox.
  • Task completedTriggers when an advisor closes out a task.
  • New note addedTriggers when a note is logged against a contact.
  • Create contactAdd a new Wealthbox contact with full household details.
  • Create taskSchedule a follow-up task against a contact or household.
  • Add noteLog a meeting, call, or research note against a contact.
  • Add to workflowPlace a contact into a multi-step service workflow.

Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.

How it works

Automate Wealthbox by teaching Caddi like a new hire.

Walk Caddi through the Wealthbox work the way you'd train someone on their first day. It learns the job, builds a verified automation, and runs it for you every time. No code, no IT ticket, no brittle wiring.

  1. 1

    Teach it the job

    Walk Caddi through the Wealthbox task the way you'd onboard a new hire.

  2. 2

    Caddi builds it

    It writes verified code, tests it, and connects the rest of your stack.

  3. 3

    It runs for you

    The automation runs on demand, every time, with no model in the loop.

The details

What Caddi does with Wealthbox

Why teams automate Wealthbox

Manual CRM hygiene is the single biggest tax on a growing advice team. Caddi writes the right note, task, and tag into Wealthbox every time something happens in email, storage, or your planning system.

Loops Caddi runs against Wealthbox

  • Inbound email triage

    Recommended pattern
    1. Wealthbox
    2. Gmail
    3. Microsoft Outlook

    Caddi reads inbound client email, identifies the household, logs the conversation in Wealthbox, and opens the right follow-up activity.

  • Signed-doc close-out

    Recommended pattern
    1. Wealthbox
    2. Docusign
    3. Google Drive

    When a document is signed, Caddi files it, updates Wealthbox with the new household state, and closes the open workflow step.

  • Meeting prep pack

    Recommended pattern
    1. Wealthbox
    2. MoneyGuidePro
    3. Microsoft Outlook

    The morning of each meeting, Caddi assembles the prep pack from Wealthbox, the planning tool, and the custodian, and emails it to the advisor.

Where finance teams use it

  • Client onboarding & account opening

    Extract household, beneficiary, and account data from intake PDFs or forms and create the matching records in Wealthbox with no rekeying.

  • Meeting prep & follow-up

    Pull the right Wealthbox data ahead of every client meeting, generate the prep packet, and log notes, tasks, and follow-ups when the meeting ends.

  • Reporting & archiving

    Generate household, performance, or compliance PDFs, file them with the right Wealthbox metadata, and notify the advisor when the packet is ready.

  • Books, records & reconciliation

    Reconcile cash receipts, payments, and custodian feeds against Wealthbox, and write the audit-ready record back to the right account.

Questions about automating Wealthbox

Does Caddi have a real Wealthbox integration?

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

Do I need engineering help to automate Wealthbox with Caddi?

No. You demonstrate the workflow — clicking through Wealthbox 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 Wealthbox data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation, but it never touches client data at runtime — once the automation is generated, it executes deterministically against Wealthbox with no model in the loop.

Can Caddi connect Wealthbox 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 Wealthbox, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

Often automated alongside Wealthbox

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See it on your stack

Ready to automate Wealthbox?

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