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AI-native automation

Automate work acrossLinear and Zoho Bookswith Caddi AI Agents.

Automate anything you do across Linear, 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.

Free for one user.

How to connect Linear and Zoho Books

  1. Connect Linear to Caddi

    Allow

    1Sign in to Linear

    One click with your own Linear login. No API keys.

  2. Connect Zoho Books to Caddi

    Allow

    2Sign in to Zoho Books

    The same click again. Both tools are connected.

  3. Create invoice in Zoho Books when new issue in Linear.

    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 Linear and Zoho Books together

  • 01

    Create invoice in Zoho Books when new issue in Linear.

    Caddi watches Linear for new issue and create invoice in Zoho Books. No copy-paste, no missed records.

  • 02

    Create issue in Linear when new invoice in Zoho Books.

    Caddi watches Zoho Books for new invoice and create issue in Linear so the two systems stay in lockstep.

  • 03

    Create customer in Zoho Books from Linear events.

    When issue completed happens in Linear, Caddi create customer in Zoho Books with the right context attached.

Actions Caddi can take across Linear and Zoho Books

  • Linear

    New issue

    Triggers when an issue is created in a team.

  • Linear

    Issue completed

    Triggers when an issue moves to done.

  • Linear

    Comment added

    Triggers when someone comments on an issue.

  • Linear

    Create issue

    Open an issue with team, priority and assignee.

  • Linear

    Update issue

    Change state, priority or assignee.

  • Linear

    Add comment

    Post a comment on an issue.

  • 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 Linear and Zoho Books?

Linear 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 Linear 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 Linear and Zoho Books to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Linear + 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 Linear and Zoho Books?

Drop your work email and we'll show you Caddi running end-to-end against Linear, Zoho Books, and the rest of your stack.