- Automations
- Stripe + Zoho CRM
AI-native automation
Automate work across
Stripe and
Zoho CRMby 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 note write-back in Stripe and Zoho CRM. Caddi builds the loop and runs it.


See it on your stack
See Caddi run Stripe and Zoho CRM 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 Stripe and Zoho CRM together
- 01
Create lead in Zoho CRM when new charge in Stripe.
Caddi watches Stripe for new charge and create lead in Zoho CRM — no copy-paste, no missed records.
- 02
Create customer in Stripe when new lead in Zoho CRM.
Caddi watches Zoho CRM for new lead and create customer in Stripe so the two systems stay in lockstep.
- 03
Create deal in Zoho CRM from Stripe events.
When subscription created happens in Stripe, Caddi create deal in Zoho CRM with the right context attached.
Actions Caddi can take across Stripe and Zoho CRM
StripeNew charge
Triggers when a successful charge is processed.
StripeSubscription created
Triggers when a new subscription starts.
StripeRefund issued
Triggers when a refund is processed.
StripeCreate customer
Add a new Stripe customer with payment method.
StripeCreate charge
Charge a customer's card or bank account.
StripeCreate invoice
Generate an invoice for a customer.
StripeCreate subscription
Start a recurring subscription for a customer.
Zoho CRMNew lead
Triggers when a new lead is created.
Zoho CRMNew deal
Triggers when a new deal is created.
Zoho CRMModule record updated
Triggers when a record in any module is updated.
Zoho CRMCreate lead
Add a new lead with contact and qualification fields.
Zoho CRMCreate deal
Open a new deal with pipeline and amount.
Zoho CRMUpdate record
Modify fields on any module record.
Zoho CRMConvert lead
Convert a Zoho CRM lead into account, contact, and deal.
Common questions
How does Caddi connect Stripe and Zoho CRM?
Stripe 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 Stripe 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 Stripe and Zoho CRM to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Stripe + 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.
Ready to automate Stripe and Zoho CRM?
Drop your work email and we'll show you Caddi running end-to-end against Stripe, Zoho CRM, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.




