AI-native automation
Connect Practifi 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 Practifi and Zoom together
- 01
Create meeting in Zoom when new client in Practifi.
Caddi watches Practifi for new client and create meeting in Zoom — no copy-paste, no missed records.
- 02
Create client in Practifi when new meeting created in Zoom.
Caddi watches Zoom for new meeting created and create client in Practifi so the two systems stay in lockstep.
- 03
Create webinar in Zoom from Practifi events.
When process task assigned happens in Practifi, Caddi create webinar in Zoom 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 Practifi and Zoom
- Practifi
New client
Triggers when a new client or household is created.
- Practifi
Process task assigned
Triggers when a workflow task is assigned to a team member.
- Practifi
Account updated
Triggers when an investment account's status changes.
- Practifi
Create client
Open a new Practifi client with household and contact data.
- Practifi
Launch process
Kick off an onboarding, review, or service process for a client.
- Practifi
Update account
Push account changes (status, value, ownership) back to Practifi.
- Practifi
Log activity
Record a meeting, call, or note against a client record.
- Zoom
New meeting created
Triggers when a new meeting is scheduled.
- Zoom
Meeting ended
Triggers when a meeting wraps up.
- Zoom
New recording ready
Triggers when a cloud recording finishes processing.
- Zoom
Create meeting
Schedule a new Zoom meeting with custom settings.
- Zoom
Create webinar
Schedule a new Zoom webinar with registrants.
- Zoom
Update meeting
Modify an existing meeting's time or settings.
Common questions
How does Caddi connect Practifi and Zoom?
Practifi 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 Practifi 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 Practifi and Zoom to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Practifi + 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 Practifi and Zoom?
Drop your work email and we'll show you Caddi running end-to-end against Practifi, Zoom, and the rest of your stack.