AI-native automation
Connect Quickbooks and Smartsheet 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 Quickbooks and Smartsheet together
- 01
Add row in Smartsheet when new invoice in Quickbooks.
Caddi watches Quickbooks for new invoice and add row in Smartsheet — no copy-paste, no missed records.
- 02
Create invoice in Quickbooks when new row in Smartsheet.
Caddi watches Smartsheet for new row and create invoice in Quickbooks so the two systems stay in lockstep.
- 03
Update row in Smartsheet from Quickbooks events.
When new customer happens in Quickbooks, Caddi update row in Smartsheet 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 Quickbooks and Smartsheet
- Quickbooks
New invoice
Triggers when a new invoice is created.
- Quickbooks
New customer
Triggers when a new customer is added.
- Quickbooks
New bill
Triggers when a new bill is recorded.
- Quickbooks
Create invoice
Generate an invoice for a customer with line items.
- Quickbooks
Create customer
Add a new customer to QuickBooks.
- Quickbooks
Create bill
Record a new bill against a vendor.
- Quickbooks
Record payment
Apply a payment against one or more invoices.
- Smartsheet
New row
Triggers when a new row is added to a sheet.
- Smartsheet
Row updated
Triggers when an existing row is modified.
- Smartsheet
Add row
Append a new row to a sheet with cell values.
- Smartsheet
Update row
Modify cells in an existing row.
- Smartsheet
Find row
Search a sheet by text or column value.
- Smartsheet
Attach file to row
Add a file or URL to a row.
Common questions
How does Caddi connect Quickbooks and Smartsheet?
Quickbooks and Smartsheet 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 Quickbooks and Smartsheet 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 Quickbooks and Smartsheet to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Quickbooks + Smartsheet 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 Quickbooks and Smartsheet?
Drop your work email and we'll show you Caddi running end-to-end against Quickbooks, Smartsheet, and the rest of your stack.