AI-native automation
Connect Xero and Zoom 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 Xero and Zoom together
- 01
Create meeting in Zoom when new invoice in Xero.
Caddi watches Xero for new invoice and create meeting in Zoom — no copy-paste, no missed records.
- 02
Create invoice in Xero when new meeting created in Zoom.
Caddi watches Zoom for new meeting created and create invoice in Xero so the two systems stay in lockstep.
- 03
Create webinar in Zoom from Xero events.
When payment received happens in Xero, Caddi create webinar in Zoom 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 Xero and Zoom
- 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.
- 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 Xero and Zoom?
Xero and Zoom 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 Xero and Zoom 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 Xero and Zoom to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Xero + 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 the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate Xero and Zoom?
Drop your work email and we'll show you Caddi running end-to-end against Xero, Zoom, and the rest of your stack.