- Automations
- Timely + Zoho Books
AI-native automation
Automate work across
Timely and
Zoho Booksby 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 payment posting in Timely and Zoho Books. Caddi builds the loop and runs it.


See it on your stack
See Caddi run Timely and Zoho Books 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 Timely and Zoho Books together
- 01
Create invoice in Zoho Books when new time entry in Timely.
Caddi watches Timely for new time entry and create invoice in Zoho Books — no copy-paste, no missed records.
- 02
Create time entry in Timely when new invoice in Zoho Books.
Caddi watches Zoho Books for new invoice and create time entry in Timely so the two systems stay in lockstep.
- 03
Create customer in Zoho Books from Timely events.
When project updated happens in Timely, Caddi create customer in Zoho Books with the right context attached.
Actions Caddi can take across Timely and Zoho Books
TimelyNew time entry
Triggers when a time entry is logged.
TimelyProject updated
Triggers when a project's status or details change.
TimelyCreate time entry
Log a time entry against a project and user.
TimelyCreate project
Spin up a new Timely project with budget and team.
Zoho BooksNew invoice
Triggers when a new invoice is created.
Zoho BooksPayment received
Triggers when a payment is recorded.
Zoho BooksCreate invoice
Generate an invoice for a customer with line items.
Zoho BooksCreate customer
Add a new Zoho Books customer.
Zoho BooksRecord payment
Apply a payment against one or more invoices.
Common questions
How does Caddi connect Timely and Zoho Books?
Timely and Zoho Books 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 Timely and Zoho Books 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 Timely and Zoho Books to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Timely + 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 that first walkthrough. The Caddi team reviews every loop before it runs in production.
Ready to automate Timely and Zoho Books?
Drop your work email and we'll show you Caddi running end-to-end against Timely, Zoho Books, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.




