AI-native automation
Automate work across
Salesforce and 
Zockswith Caddi AI Agents.
Automate anything you do across Salesforce, Zocks, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.
How to connect Salesforce and Zocks
Connect Salesforce to Caddi
Allow1Sign in to Salesforce
One click with your own Salesforce login. No API keys.
Connect Zocks to Caddi
Allow2Sign in to Zocks
The same click again. Both tools are connected.
Fetch meeting summary in Zocks when new record in Salesforce.
ScreenshareType it3Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
4Watch it run
Caddi does the work and flags anything unsure for review.
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 · 150+ tools across legal, finance, and operations
Practical ways to use Salesforce and Zocks together
At an RIA the work between Salesforce and Zocks is organized by household: the right client, the right accounts, the right advisor. Caddi carries that context through every step, so records stay tied to the household they belong to.
- 01
Fetch meeting summary in Zocks when new record in Salesforce.
Caddi watches Salesforce for new record and fetch meeting summary in Zocks. No copy-paste, no missed records.
- 02
Create record in Salesforce when meeting summary ready in Zocks.
Caddi watches Zocks for meeting summary ready and create record in Salesforce so the two systems stay in lockstep.
- 03
Draft follow-up email in Zocks from Salesforce events.
When updated record happens in Salesforce, Caddi draft follow-up email in Zocks with the right context attached.
Actions Caddi can take across Salesforce and Zocks
- Salesforce
New record
Triggers when a new record of a chosen object is created.
- Salesforce
Updated record
Triggers when a record of a chosen object is updated.
- Salesforce
Field on record updated
Triggers when a specific field on a record changes.
- Salesforce
New outbound message
Triggers when Salesforce sends a configured outbound message.
- Salesforce
Create record
Add a new record of any Salesforce object with custom fields.
- Salesforce
Update record
Modify fields on an existing record.
- Salesforce
Find record
Search records by SOQL or field/value lookup.
- Salesforce
Add to campaign
Add a lead or contact to a campaign.
- Salesforce
Convert lead to contact
Convert a Salesforce lead with optional account and opportunity.
- Salesforce
Send email
Send an email through Salesforce's email action.
- 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 Salesforce and Zocks?
Salesforce 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 Salesforce 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 Salesforce and Zocks to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Salesforce + 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.
Does this work for RIAs and financial advisors?
Yes. Caddi runs Salesforce and Zocks with the household as the unit of work, so plans, accounts, and activity stay tied to the right client and advisor. Firms most often start with onboarding, account maintenance, or reporting prep.
Ready to automate Salesforce and Zocks?
Drop your work email and we'll show you Caddi running end-to-end against Salesforce, Zocks, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.