AI-native automation
Automate work across
CASEpeer and 
Zoho Booksby teaching Caddi like a new hire.
Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.
Help me automate payment posting in CASEpeer and Zoho Books. Caddi builds the loop and runs it.
See it on your stack
See Caddi run CASEpeer and Zoho Books together.
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 · 70+ tools across legal, finance, and operations
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You teach it the job once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use CASEpeer and Zoho Books together
- 01
Create invoice in Zoho Books when new case in CASEpeer.
Caddi watches CASEpeer for new case and create invoice in Zoho Books — no copy-paste, no missed records.
- 02
Create case in CASEpeer when new invoice in Zoho Books.
Caddi watches Zoho Books for new invoice and create case in CASEpeer so the two systems stay in lockstep.
- 03
Create customer in Zoho Books from CASEpeer events.
When case stage changed happens in CASEpeer, Caddi create customer in Zoho Books with the right context attached.
Actions Caddi can take across CASEpeer and Zoho Books
- CASEpeer
New case
Triggers when a new case is created in CasePeer.
- CASEpeer
Case stage changed
Triggers when a case advances to a new stage.
- CASEpeer
New intake
Triggers when a new lead enters the intake pipeline.
- CASEpeer
Create case
Open a new CasePeer case with client, incident, and intake fields.
- CASEpeer
Create contact
Add a contact (client, witness, opposing party) to a case.
- CASEpeer
Add note
Log a timestamped note against a case.
- CASEpeer
Update case stage
Advance a case to the next stage with optional owner change.
- Zoho Books
New invoice
Triggers when a new invoice is created.
- Zoho Books
Payment received
Triggers when a payment is recorded.
- Zoho Books
Create invoice
Generate an invoice for a customer with line items.
- Zoho Books
Create customer
Add a new Zoho Books customer.
- Zoho Books
Record payment
Apply a payment against one or more invoices.
Common questions
How does Caddi connect CASEpeer and Zoho Books?
CASEpeer and Zoho Books 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 CASEpeer and Zoho Books 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 CASEpeer and Zoho Books to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first CASEpeer + Zoho Books 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 CASEpeer and Zoho Books?
Drop your work email and we'll show you Caddi running end-to-end against CASEpeer, Zoho Books, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.