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AI-native automation

Automate work acrossOracle Fusion ERP and Zoho CRMwith Caddi AI Agents.

Connect Oracle Fusion ERP and Zoho CRM: Create lead in Zoho CRM when invoice created in Oracle Fusion ERP. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.

Free for one user.
Oracle Fusion ERPFinance
Zoho CRMProductivity
How it works

Discover, automate and govern the work between Oracle Fusion ERP and Zoho CRM

Caddi AI Agents find the repetitive handoffs between Oracle Fusion ERP and Zoho CRM, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.

Discover the repetitive work across existing tools.
Automate the work by delegating to an AI agent.
Govern every workflow and every decision an agent makes.
Our customers save every month.
  • Am Law 100
  • Barron's Top 10 RIA
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors
Our customers →
What is Caddi

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

Top 3 Use Cases

Practical ways to use Oracle Fusion ERP and Zoho CRM together

  • 01

    Create lead in Zoho CRM when invoice created in Oracle Fusion ERP.

    Caddi watches Oracle Fusion ERP for invoice created and create lead in Zoho CRM. No copy-paste, no missed records.

  • 02

    Create invoice in Oracle Fusion ERP when new lead in Zoho CRM.

    Caddi watches Zoho CRM for new lead and create invoice in Oracle Fusion ERP so the two systems stay in lockstep.

  • 03

    Create deal in Zoho CRM from Oracle Fusion ERP events.

    When invoice approved happens in Oracle Fusion ERP, Caddi create deal in Zoho CRM with the right context attached.

Actions

Actions Caddi can take across Oracle Fusion ERP and Zoho CRM

  • Oracle Fusion ERP

    Invoice created

    Triggers when a payables invoice is entered.

  • Oracle Fusion ERP

    Invoice approved

    Triggers when an invoice clears approval.

  • Oracle Fusion ERP

    Period closed

    Triggers when an accounting period closes.

  • Oracle Fusion ERP

    Create invoice

    Enter a payables invoice with lines.

  • Oracle Fusion ERP

    Create journal

    Post a journal entry to the ledger.

  • Oracle Fusion ERP

    Fetch balances

    Export account balances for a period.

  • 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.

FAQ

Common questions

How does Caddi connect Oracle Fusion ERP and Zoho CRM?

Oracle Fusion ERP 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 Oracle Fusion ERP 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 Oracle Fusion ERP and Zoho CRM to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Oracle Fusion ERP + 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.

Explore more

Keep digging

See it on your stack

Ready to automate Oracle Fusion ERP and Zoho CRM?

Drop your work email and we'll show you Caddi running end-to-end against Oracle Fusion ERP, Zoho CRM, and the rest of your stack.