AI-native automation
Automate work across
Wave and 
Zoomwith Caddi AI Agents.
Connect Wave and Zoom: Create meeting in Zoom when invoice paid in Wave. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.
Discover, automate and govern the work between Wave and Zoom
Caddi AI Agents find the repetitive handoffs between Wave and Zoom, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
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 Wave and Zoom together
- 01
Create meeting in Zoom when invoice paid in Wave.
Caddi watches Wave for invoice paid and create meeting in Zoom. No copy-paste, no missed records.
- 02
Create invoice in Wave when new meeting created in Zoom.
Caddi watches Zoom for new meeting created and create invoice in Wave so the two systems stay in lockstep.
- 03
Create webinar in Zoom from Wave events.
When new customer happens in Wave, Caddi create webinar in Zoom with the right context attached.
Actions Caddi can take across Wave and Zoom
- Wave
Invoice paid
Triggers when a Wave invoice is paid.
- Wave
New customer
Triggers when a customer is added.
- Wave
Invoice overdue
Triggers when an invoice passes its due date.
- Wave
Create invoice
Draft an invoice with line items.
- Wave
Record payment
Mark an invoice paid.
- Wave
Create transaction
Record an income or expense transaction.
- Zoom
New meeting created
Triggers when a new meeting is scheduled.
- Zoom
Meeting ended
Triggers when a meeting wraps up.
- Zoom
New recording ready
Triggers when a cloud recording finishes processing.
- Zoom
Create meeting
Schedule a new Zoom meeting with custom settings.
- Zoom
Create webinar
Schedule a new Zoom webinar with registrants.
- Zoom
Update meeting
Modify an existing meeting's time or settings.
Common questions
How does Caddi connect Wave and Zoom?
Wave and Zoom 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 Wave and Zoom 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 Wave and Zoom to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Wave + Zoom 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 Wave and Zoom?
Drop your work email and we'll show you Caddi running end-to-end against Wave, Zoom, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.