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Finance

Automate Wealthbox with Caddi AI Agents

Built for finance teams.

Yes, Caddi integrates with Wealthbox. It runs 7 supported actions in Wealthbox, including task completed, create contact, and create task, and connects it to Practifi, Salesforce, and MoneyGuidePro. 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 Wealthbox integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Wealthbox and every tool it touches, including the screens with no API.

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.

Building on the Wealthbox API?Visit wealthbox.com

How to automate Wealthbox

  1. Connect Wealthbox to Caddi

    Allow

    1Sign in to Wealthbox

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

  2. Automate inbound email triage in Wealthbox.

    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.

The details

What Caddi does with Wealthbox

Why teams automate Wealthbox

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

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; once generated, it executes as deterministic code against Wealthbox, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

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.

How do I find what to automate in Wealthbox?

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 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.