AI-native automation
Automate work across
RingCentral and 
Zocksby teaching Caddi like a new hire.
Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.
Help me automate meeting notes to CRM in RingCentral and Zocks. Caddi builds the loop and runs it.
See it on your stack
See Caddi run RingCentral and Zocks together.
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 · 70+ tools across legal, finance, and operations
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You teach it the job once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use RingCentral and Zocks together
- 01
Fetch meeting summary in Zocks when new call logged in RingCentral.
Caddi watches RingCentral for new call logged and fetch meeting summary in Zocks — no copy-paste, no missed records.
- 02
Send SMS in RingCentral when meeting summary ready in Zocks.
Caddi watches Zocks for meeting summary ready and send sms in RingCentral so the two systems stay in lockstep.
- 03
Draft follow-up email in Zocks from RingCentral events.
When new sms message happens in RingCentral, Caddi draft follow-up email in Zocks with the right context attached.
Actions Caddi can take across RingCentral and Zocks
- RingCentral
New call logged
Triggers when a call is recorded in the call log.
- RingCentral
New SMS message
Triggers when a new SMS arrives.
- RingCentral
New fax
Triggers when a new fax is received.
- RingCentral
Send SMS
Send an SMS message to one or more numbers.
- RingCentral
Send fax
Send a fax with one or more attached documents.
- RingCentral
Post message to team
Post a message to a RingCentral team chat.
- Zocks
Meeting summary ready
Triggers when Zocks finishes structuring notes for a client meeting.
- Zocks
Action item created
Triggers when Zocks extracts a follow-up task from a meeting.
- Zocks
Client fact captured
Triggers when Zocks records a new or changed data point (goals, family, accounts).
- Zocks
Fetch meeting summary
Pull the structured summary, tasks, and data points for a meeting.
- Zocks
Draft follow-up email
Generate the client recap email from the meeting's action items.
- Zocks
Sync to CRM
Push the meeting notes and extracted facts to the connected CRM record.
Common questions
How does Caddi connect RingCentral and Zocks?
RingCentral and Zocks 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 RingCentral and Zocks 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 RingCentral and Zocks to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first RingCentral + Zocks 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 RingCentral and Zocks?
Drop your work email and we'll show you Caddi running end-to-end against RingCentral, Zocks, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.