AI-native automation
Automate work across
Dropbox Sign and 
Zoho Booksby AI screensharing.
Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.
See it on your stack
See Caddi run Dropbox Sign 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.
- Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — 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 screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use Dropbox Sign and Zoho Books together
- 01
Create invoice in Zoho Books when signature request completed in Dropbox Sign.
Caddi watches Dropbox Sign for signature request completed and create invoice in Zoho Books — no copy-paste, no missed records.
- 02
Send signature request in Dropbox Sign when new invoice in Zoho Books.
Caddi watches Zoho Books for new invoice and send signature request in Dropbox Sign so the two systems stay in lockstep.
- 03
Create customer in Zoho Books from Dropbox Sign events.
When signature request sent happens in Dropbox Sign, Caddi create customer in Zoho Books with the right context attached.
Actions Caddi can take across Dropbox Sign and Zoho Books
- Dropbox Sign
Signature request completed
Triggers when all signers complete a request.
- Dropbox Sign
Signature request sent
Triggers when a request is sent for signature.
- Dropbox Sign
Signer declined
Triggers when a signer declines a request.
- Dropbox Sign
Send signature request
Send a document or template for e-signature.
- Dropbox Sign
Use template
Send a request built from a reusable template.
- Dropbox Sign
Download signed PDF
Pull the executed PDF and audit trail.
- Dropbox Sign
Send reminder
Nudge signers who haven't completed.
- 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 Dropbox Sign and Zoho Books?
Dropbox Sign and Zoho Books just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against Dropbox Sign and Zoho Books end-to-end.
Do I need engineering help?
No. Whoever does the work today shows it once on a call. 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, but once the loop ships it runs deterministically — no model in the loop at runtime.
Can Caddi connect Dropbox Sign and Zoho Books to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Dropbox Sign + 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 the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate Dropbox Sign and Zoho Books?
Drop your work email and we'll show you Caddi running end-to-end against Dropbox Sign, Zoho Books, and the rest of your stack.