AI-native automation
Automate work across
Xero and 
Zoho CRMwith Caddi AI Agents.
Automate anything you do across Xero, 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 Xero and Zoho CRM
Connect Xero to Caddi
Allow1Sign in to Xero
One click with your own Xero 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 invoice in Xero.
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 Xero and Zoho CRM together
- 01
Create lead in Zoho CRM when new invoice in Xero.
Caddi watches Xero for new invoice and create lead in Zoho CRM. No copy-paste, no missed records.
- 02
Create invoice in Xero when new lead in Zoho CRM.
Caddi watches Zoho CRM for new lead and create invoice in Xero so the two systems stay in lockstep.
- 03
Create deal in Zoho CRM from Xero events.
When payment received happens in Xero, Caddi create deal in Zoho CRM with the right context attached.
Actions Caddi can take across Xero and Zoho CRM
- Xero
New invoice
Triggers when a new invoice is created.
- Xero
Payment received
Triggers when a payment is recorded.
- Xero
New contact
Triggers when a new contact is added.
- Xero
Create invoice
Generate an invoice for a contact with line items.
- Xero
Record payment
Apply a payment against one or more invoices.
- Xero
Create contact
Add a new Xero contact.
- Xero
Create bill
Record a new bill against a vendor.
- 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 Xero and Zoho CRM?
Xero 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 Xero 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 Xero and Zoho CRM to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Xero + 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 Xero and Zoho CRM?
Drop your work email and we'll show you Caddi running end-to-end against Xero, Zoho CRM, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.