AI-native automation
Automate work across
Email and 
Quickbookswith Caddi AI Agents.
Automate anything you do across Email, Quickbooks, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.
How to connect Email and Quickbooks
Connect Email to Caddi
Allow1Sign in to Email
One click with your own Email login. No API keys.
Connect Quickbooks to Caddi
Allow2Sign in to Quickbooks
The same click again. Both tools are connected.
Create invoice in Quickbooks when new email received in Email.
ScreenshareType it3Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
4Watch it run
Caddi does the work and flags anything unsure for review.
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 Email and Quickbooks together
- 01
Create invoice in Quickbooks when new email received in Email.
Caddi watches Email for new email received and create invoice in Quickbooks. No copy-paste, no missed records.
- 02
Send email in Email when new invoice in Quickbooks.
Caddi watches Quickbooks for new invoice and send email in Email so the two systems stay in lockstep.
- 03
Create customer in Quickbooks from Email events.
When new email matching subject or sender happens in Email, Caddi create customer in Quickbooks with the right context attached.
Actions Caddi can take across Email and Quickbooks
- Email
New email received
Triggers when a new email arrives in a watched inbox.
- Email
New email matching subject or sender
Triggers on inbound emails matching a search rule.
- Email
New attachment received
Triggers when an email arrives with one or more attachments.
- Email
Email flagged or labeled
Triggers when an email is flagged for follow-up or labeled.
- Email
Send email
Send a new email from your business inbox.
- Email
Reply to email
Reply within an existing email thread.
- Email
Forward email
Forward an email to one or more recipients.
- Email
Save attachments
Save email attachments to your document system.
- Email
Apply label or move
Apply a label to an email or move it between folders.
- Quickbooks
New invoice
Triggers when a new invoice is created.
- Quickbooks
New customer
Triggers when a new customer is added.
- Quickbooks
New bill
Triggers when a new bill is recorded.
- Quickbooks
Create invoice
Generate an invoice for a customer with line items.
- Quickbooks
Create customer
Add a new customer to QuickBooks.
- Quickbooks
Create bill
Record a new bill against a vendor.
- Quickbooks
Record payment
Apply a payment against one or more invoices.
Common questions
How does Caddi connect Email and Quickbooks?
Email and Quickbooks 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 Email and Quickbooks 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 Email and Quickbooks to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Email + Quickbooks 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 Email and Quickbooks?
Drop your work email and we'll show you Caddi running end-to-end against Email, Quickbooks, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.