NewPlan your 2027 AI roadmap with Caddi DiscoverOther eventsNext: ADVISE AI, Oct 20–22

AI-native automation

Automate work acrossAsana and Zoho Signwith Caddi AI Agents.

Automate anything you do across Asana, Zoho Sign, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.

Free for one user.

How to connect Asana and Zoho Sign

  1. Connect Asana to Caddi

    Allow

    1Sign in to Asana

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

  2. Connect Zoho Sign to Caddi

    Allow

    2Sign in to Zoho Sign

    The same click again. Both tools are connected.

  3. When something new comes in to Asana, update Zoho Sign.

    Type it

    3Show or tell it

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

  4. Running

    14 done1 for review

    4Watch it run

    Caddi does the work and flags anything unsure for review.

  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors

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 · 150+ tools across legal, finance, and operations

Practical ways to use Asana and Zoho Sign together

  • 01

    Keep Asana and Zoho Sign in lockstep.

    Caddi listens for changes on either side and writes the matching update to the other, so your team stops keeping two systems in sync by hand.

Actions Caddi can take across Asana and Zoho Sign

  • Asana

    New task

    Triggers when a new task is created in a project.

  • Asana

    Task completed

    Triggers when a task is marked complete.

  • Asana

    Project status updated

    Triggers when a project's status changes.

  • Asana

    Create task

    Add a new Asana task with assignee, due date, and project.

  • Asana

    Update task

    Modify fields on an existing task.

  • Asana

    Add comment

    Post a comment on a task.

  • Asana

    Create project

    Spin up a new project from a template or blank.

Common questions

How does Caddi connect Asana and Zoho Sign?

Asana and Zoho Sign 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 Asana and Zoho Sign 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 Asana and Zoho Sign to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Asana + Zoho Sign 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 Asana and Zoho Sign?

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