AI-native automation
Connect Surepoint and Zoho Books 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 Surepoint and Zoho Books together
- 01
Create invoice in Zoho Books when new time entry in Surepoint.
Caddi watches Surepoint for new time entry and create invoice in Zoho Books — no copy-paste, no missed records.
- 02
Create matter in Surepoint when new invoice in Zoho Books.
Caddi watches Zoho Books for new invoice and create matter in Surepoint so the two systems stay in lockstep.
- 03
Create customer in Zoho Books from Surepoint events.
When invoice generated happens in Surepoint, Caddi create customer in Zoho Books 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 Surepoint and Zoho Books
- Surepoint
New time entry
Triggers when a timekeeper posts time against a matter.
- Surepoint
Invoice generated
Triggers when an invoice is finalized.
- Surepoint
Create matter
Open a new SurePoint matter with client and billing details.
- Surepoint
Post time entry
Record time against a matter and activity code.
- Surepoint
Generate invoice
Bill one or more matters in a single statement.
- Zoho Books
New invoice
Triggers when a new invoice is created.
- Zoho Books
Payment received
Triggers when a payment is recorded.
- Zoho Books
Create invoice
Generate an invoice for a customer with line items.
- Zoho Books
Create customer
Add a new Zoho Books customer.
- Zoho Books
Record payment
Apply a payment against one or more invoices.
Common questions
How does Caddi connect Surepoint and Zoho Books?
Surepoint and Zoho Books 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 Surepoint and Zoho Books 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 Surepoint and Zoho Books to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Surepoint + Zoho Books 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 Surepoint and Zoho Books?
Drop your work email and we'll show you Caddi running end-to-end against Surepoint, Zoho Books, and the rest of your stack.