AI-native automation
Automate work across
TimeSolv and 
Zoho CRMwith Caddi AI Agents.
Automate anything you do across TimeSolv, Zoho CRM, 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 TimeSolv and Zoho CRM
Connect TimeSolv to Caddi
Allow1Sign in to TimeSolv
One click with your own TimeSolv login. No API keys.
Connect Zoho CRM to Caddi
Allow2Sign in to Zoho CRM
The same click again. Both tools are connected.
Create lead in Zoho CRM when new time entry in TimeSolv.
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 TimeSolv and Zoho CRM together
In a law firm the work between TimeSolv and Zoho CRM is organized by matter: the right client, the right matter, the right people on it. Caddi carries that context through every step, so nothing is filed against the wrong case.
- 01
Create lead in Zoho CRM when new time entry in TimeSolv.
Caddi watches TimeSolv for new time entry and create lead in Zoho CRM. No copy-paste, no missed records.
- 02
Create matter in TimeSolv when new lead in Zoho CRM.
Caddi watches Zoho CRM for new lead and create matter in TimeSolv so the two systems stay in lockstep.
- 03
Create deal in Zoho CRM from TimeSolv events.
When invoice issued happens in TimeSolv, Caddi create deal in Zoho CRM with the right context attached.
Actions Caddi can take across TimeSolv and Zoho CRM
- TimeSolv
New time entry
Triggers when a timekeeper posts time.
- TimeSolv
Invoice issued
Triggers when an invoice is finalized.
- TimeSolv
Create matter
Open a new TimeSolv matter with client and billing details.
- TimeSolv
Post time entry
Record time against a matter and activity code.
- TimeSolv
Add expense
Record a billable expense against a matter.
- TimeSolv
Generate invoice
Bill one or more matters in a single statement.
- Zoho CRM
New lead
Triggers when a new lead is created.
- Zoho CRM
New deal
Triggers when a new deal is created.
- Zoho CRM
Module record updated
Triggers when a record in any module is updated.
- Zoho CRM
Create lead
Add a new lead with contact and qualification fields.
- Zoho CRM
Create deal
Open a new deal with pipeline and amount.
- Zoho CRM
Update record
Modify fields on any module record.
- Zoho CRM
Convert lead
Convert a Zoho CRM lead into account, contact, and deal.
Common questions
How does Caddi connect TimeSolv and Zoho CRM?
TimeSolv 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 TimeSolv 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 TimeSolv and Zoho CRM to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first TimeSolv + 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.
Does this work for law firms?
Yes. Caddi runs TimeSolv and Zoho CRM with the matter as the unit of work, so documents, time, and communications land against the right client and matter rather than in a general folder. Firms most often start with intake, document filing, or billing prep.
Ready to automate TimeSolv and Zoho CRM?
Drop your work email and we'll show you Caddi running end-to-end against TimeSolv, Zoho CRM, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.