AI-native automation
Connect NetDocuments and Zoho Books 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 NetDocuments and Zoho Books together
- 01
Create invoice in Zoho Books when new document in NetDocuments.
Caddi watches NetDocuments for new document and create invoice in Zoho Books — no copy-paste, no missed records.
- 02
Upload document in NetDocuments when new invoice in Zoho Books.
Caddi watches Zoho Books for new invoice and upload document in NetDocuments so the two systems stay in lockstep.
- 03
Create customer in Zoho Books from NetDocuments events.
When document profiled happens in NetDocuments, Caddi create customer in Zoho Books with the right context attached.
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 NetDocuments and Zoho Books
- NetDocuments
New document
Triggers when a document is added to a workspace.
- NetDocuments
Document profiled
Triggers when profile attributes are set on a document.
- NetDocuments
Upload document
Add a document to a workspace with profile attributes.
- NetDocuments
Create workspace
Open a new matter workspace under a cabinet.
- NetDocuments
Search documents
Find documents by content or profile attributes.
- NetDocuments
Update document attributes
Set or change profile fields on a document.
- 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 NetDocuments and Zoho Books?
NetDocuments and Zoho Books 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 NetDocuments and Zoho Books 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 NetDocuments and Zoho Books to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first NetDocuments + 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 the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate NetDocuments and Zoho Books?
Drop your work email and we'll show you Caddi running end-to-end against NetDocuments, Zoho Books, and the rest of your stack.