FinanceOperations

Pipeline Task Sync

Built for Finance Operations Teams.

Keep tasks in sync across the CRM and the operations project tool as account-opening and onboarding milestones change, reducing manual status updates for operations teams.

Why this matters

The manual work this replaces

Ops staff have to keep client onboarding tasks aligned between the CRM and the team's project tool, often updating both by hand.

What Caddi does

How the automation runs

  1. Salesforce
  2. Asana

This process syncs onboarding task status between Salesforce and the operations team's project tool. It watches for status changes on linked account-opening, paperwork, and funding tasks in either system, updates the matching task in the other system with the same status and notes, and notifies the assigned operations associate when a handoff is required.

Value created

What changes after Caddi

Keeps account-opening and onboarding tasks consistent across systems without manual status updates, so nothing drops between handoffs.

Browse all
Finance

Account Record Creation

Extract required details from account-opening PDFs and create the linked household, person, and new account form records, reducing manual data entry for client services teams.

Finance

Adobe Sign Envelope Prep From CRM

Pull signer details from the CRM, populate the right Adobe Sign template, and send the envelope to the correct contacts, reducing manual envelope prep for RIA operations teams.

Finance

AdvicePay Charge-to-CRM Reconciliation

When an AdvicePay charge succeeds, locate the matching household in the CRM, log the payment against the engagement, and update the planning-fee tracker, reducing manual reconciliation for RIA billing teams.

See it on your stack

Want Pipeline Task Sync automated at your firm?

Show us this workflow and we'll demo Caddi running it end-to-end on your tools.