AI-native automation
Automate work across
Zoho Books and 
Zoho CRMby 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 meeting note write-back in Zoho Books and Zoho CRM. Caddi builds the loop and runs it.
See it on your stack
See Caddi run Zoho Books and Zoho CRM 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 Zoho Books and Zoho CRM together
- 01
Create lead in Zoho CRM when new invoice in Zoho Books.
Caddi watches Zoho Books for new invoice and create lead in Zoho CRM — no copy-paste, no missed records.
- 02
Create invoice in Zoho Books when new lead in Zoho CRM.
Caddi watches Zoho CRM for new lead and create invoice in Zoho Books so the two systems stay in lockstep.
- 03
Create deal in Zoho CRM from Zoho Books events.
When payment received happens in Zoho Books, Caddi create deal in Zoho CRM with the right context attached.
Actions Caddi can take across Zoho Books and Zoho CRM
- Zoho Books
New invoice
Triggers when a new invoice is created.
- Zoho Books
Payment received
Triggers when a payment is recorded.
- Zoho Books
Create invoice
Generate an invoice for a customer with line items.
- Zoho Books
Create customer
Add a new Zoho Books customer.
- Zoho Books
Record payment
Apply a payment against one or more invoices.
- 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 Zoho Books and Zoho CRM?
Zoho Books 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 Zoho Books 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 Zoho Books and Zoho CRM to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Zoho Books + 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 Zoho Books and Zoho CRM?
Drop your work email and we'll show you Caddi running end-to-end against Zoho Books, Zoho CRM, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.