- Automations
- Intapp + Zoom
AI-native automation
Connect Intapp and Zoom with AI
Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.
- 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

Practical ways to use Intapp and Zoom together
- 01
Keep Intapp and Zoom in lockstep.
Caddi listens for changes on either side and writes the matching update to the other — your team stops keeping two systems in sync by hand.
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.
Actions Caddi can take across Intapp and Zoom
ZoomNew meeting created
Triggers when a new meeting is scheduled.
ZoomMeeting ended
Triggers when a meeting wraps up.
ZoomNew recording ready
Triggers when a cloud recording finishes processing.
ZoomCreate meeting
Schedule a new Zoom meeting with custom settings.
ZoomCreate webinar
Schedule a new Zoom webinar with registrants.
ZoomUpdate meeting
Modify an existing meeting's time or settings.
Common questions
How does Caddi connect Intapp and Zoom?
Intapp and Zoom 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 Intapp and Zoom 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 Intapp and Zoom to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Intapp + 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 the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate Intapp and Zoom?
Drop your work email and we'll show you Caddi running end-to-end against Intapp, Zoom, and the rest of your stack.




