AI-native automation
Automate work across
Klaviyo and 
Zoho Bookswith Caddi AI Agents.
Automate anything you do across Klaviyo, Zoho Books, 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 Klaviyo and Zoho Books
Connect Klaviyo to Caddi
Allow1Sign in to Klaviyo
One click with your own Klaviyo login. No API keys.
Connect Zoho Books to Caddi
Allow2Sign in to Zoho Books
The same click again. Both tools are connected.
Create invoice in Zoho Books when profile created in Klaviyo.
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 Klaviyo and Zoho Books together
- 01
Create invoice in Zoho Books when profile created in Klaviyo.
Caddi watches Klaviyo for profile created and create invoice in Zoho Books. No copy-paste, no missed records.
- 02
Create or update profile in Klaviyo when new invoice in Zoho Books.
Caddi watches Zoho Books for new invoice and create or update profile in Klaviyo so the two systems stay in lockstep.
- 03
Create customer in Zoho Books from Klaviyo events.
When added to list happens in Klaviyo, Caddi create customer in Zoho Books with the right context attached.
Actions Caddi can take across Klaviyo and Zoho Books
- Klaviyo
Profile created
Triggers when a new profile is added.
- Klaviyo
Added to list
Triggers when a profile joins a list.
- Klaviyo
Campaign sent
Triggers when a campaign goes out.
- Klaviyo
Create or update profile
Upsert a profile with properties.
- Klaviyo
Add to list
Subscribe a profile to a list.
- Klaviyo
Track event
Record a custom event on a profile.
- 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 Klaviyo and Zoho Books?
Klaviyo and Zoho Books 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 Klaviyo and Zoho Books 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 Klaviyo and Zoho Books to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Klaviyo + 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 that first walkthrough. The Caddi team reviews every loop before it runs in production.
Ready to automate Klaviyo and Zoho Books?
Drop your work email and we'll show you Caddi running end-to-end against Klaviyo, Zoho Books, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.