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AI-native automation

Automate work acrossDropbox Sign and Zoomwith Caddi AI Agents.

Automate anything you do across Dropbox Sign, Zoom, 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 Dropbox Sign and Zoom

  1. Connect Dropbox Sign to Caddi

    Allow

    1Sign in to Dropbox Sign

    One click with your own Dropbox Sign login. No API keys.

  2. Connect Zoom to Caddi

    Allow

    2Sign in to Zoom

    The same click again. Both tools are connected.

  3. Create meeting in Zoom when signature request completed in Dropbox 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.

  • Brighton Jones
  • 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 Dropbox Sign and Zoom together

  • 01

    Create meeting in Zoom when signature request completed in Dropbox Sign.

    Caddi watches Dropbox Sign for signature request completed and create meeting in Zoom. No copy-paste, no missed records.

  • 02

    Send signature request in Dropbox Sign when new meeting created in Zoom.

    Caddi watches Zoom for new meeting created and send signature request in Dropbox Sign so the two systems stay in lockstep.

  • 03

    Create webinar in Zoom from Dropbox Sign events.

    When signature request sent happens in Dropbox Sign, Caddi create webinar in Zoom with the right context attached.

Actions Caddi can take across Dropbox Sign and Zoom

  • 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.

  • Zoom

    New meeting created

    Triggers when a new meeting is scheduled.

  • Zoom

    Meeting ended

    Triggers when a meeting wraps up.

  • Zoom

    New recording ready

    Triggers when a cloud recording finishes processing.

  • Zoom

    Create meeting

    Schedule a new Zoom meeting with custom settings.

  • Zoom

    Create webinar

    Schedule a new Zoom webinar with registrants.

  • Zoom

    Update meeting

    Modify an existing meeting's time or settings.

Common questions

How does Caddi connect Dropbox Sign and Zoom?

Dropbox Sign and Zoom 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 Dropbox Sign and Zoom 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 Dropbox Sign and Zoom to other tools too?

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

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