AI-native automation
Automate work across
FreshBooks and 
Zoho CRMwith Caddi AI Agents.
Automate anything you do across FreshBooks, Zoho CRM, 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 FreshBooks and Zoho CRM
Connect FreshBooks to Caddi
Allow1Sign in to FreshBooks
One click with your own FreshBooks login. No API keys.
Connect Zoho CRM to Caddi
Allow2Sign in to Zoho CRM
The same click again. Both tools are connected.
Create lead in Zoho CRM when new invoice in FreshBooks.
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 FreshBooks and Zoho CRM together
- 01
Create lead in Zoho CRM when new invoice in FreshBooks.
Caddi watches FreshBooks for new invoice and create lead in Zoho CRM. No copy-paste, no missed records.
- 02
Create invoice in FreshBooks when new lead in Zoho CRM.
Caddi watches Zoho CRM for new lead and create invoice in FreshBooks so the two systems stay in lockstep.
- 03
Create deal in Zoho CRM from FreshBooks events.
When payment received happens in FreshBooks, Caddi create deal in Zoho CRM with the right context attached.
Actions Caddi can take across FreshBooks and Zoho CRM
- FreshBooks
New invoice
Triggers when a new invoice is generated.
- FreshBooks
Payment received
Triggers when a payment is recorded against an invoice.
- FreshBooks
New client
Triggers when a new client is added.
- FreshBooks
Create invoice
Generate an invoice for a client with line items.
- FreshBooks
Record payment
Apply a payment against one or more invoices.
- FreshBooks
Create client
Add a new FreshBooks client.
- FreshBooks
Create estimate
Generate an estimate or quote for a client.
- Zoho CRM
New lead
Triggers when a new lead is created.
- Zoho CRM
New deal
Triggers when a new deal is created.
- Zoho CRM
Module record updated
Triggers when a record in any module is updated.
- Zoho CRM
Create lead
Add a new lead with contact and qualification fields.
- Zoho CRM
Create deal
Open a new deal with pipeline and amount.
- Zoho CRM
Update record
Modify fields on any module record.
- Zoho CRM
Convert lead
Convert a Zoho CRM lead into account, contact, and deal.
Common questions
How does Caddi connect FreshBooks and Zoho CRM?
FreshBooks and Zoho CRM 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 FreshBooks and Zoho CRM 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 FreshBooks and Zoho CRM to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first FreshBooks + Zoho CRM 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 FreshBooks and Zoho CRM?
Drop your work email and we'll show you Caddi running end-to-end against FreshBooks, Zoho CRM, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.