Connecting Zoom to Caddi
Find Zoom and click Connect.
You'll be redirected to Zoom to authorize the connection. Sign in with your Zoom account and click Allow. You can enable/disable optional permissions depending on your use cases for Caddi.
You'll be redirected back to Caddi. Zoom is now connected and ready to use in your loops.
Each team member connects their own Zoom account. Caddi acts on behalf of the authenticated user — it accesses only that user's meetings, recordings, and communications.
Zoom Phone and Zoom Team Chat capabilities are available automatically if your Zoom account includes those add-ons. No additional setup is needed.
What Caddi Can Do with Zoom
Meetings
Caddi can read, create, and manage your Zoom meetings, and pull post-meeting data into the rest of your workflow.
Get meeting details, participant lists, and invitation links
Pull AI-generated meeting summaries
List upcoming and past meetings
Create, update, or delete meetings
Manage meeting registrants — add, update status, or remove
Cloud Recordings
Caddi can access your Zoom cloud recordings and transcripts to power post-meeting workflows.
Retrieve recordings for any meeting
Download recording files and transcripts
List all recordings for a user
Recover accidentally deleted recordings
Zoom Phone (requires Zoom Phone add-on)
Caddi can pull phone activity into your matter management, CRM, and billing tools.
List call logs and access call details
Download call recordings and transcripts
Read and manage voicemails
Access SMS sessions and individual messages
Send SMS messages
Team Chat (requires Zoom Team Chat add-on)
Caddi can send messages, manage channels, and log communications from your Team Chat workspace.
Send messages and files to any channel or contact
Create, update, and delete channels
Add and remove channel members
Search channels and company contacts
Read message threads and chat history
Automation Ideas
Law Firms
Meeting → Time Entry
Caddi reads the meeting duration and participants, drafts a billing narrative using AI, and creates a time entry in your practice management system (Clio, Elite 3E, or Neos) automatically.
Zoom Meeting → Calendar and Matter Update
When a meeting ends, Caddi logs attendance, updates the matter record, and queues any follow-up tasks — keeping your file current without anyone touching it manually.
Voicemail → Follow-up Task
When a client leaves a voicemail via Zoom Phone, Caddi transcribes it and creates a follow-up task in your task manager, associated with the right matter and attorney.
SMS Log → Matter Communication Record
Caddi reads Zoom Phone SMS sessions and logs client communications into your DMS or CRM, keeping a complete communication record without copy-paste.
RIAs
Client Meeting → CRM Update
After each advisor-client call, Caddi pulls the Zoom meeting summary and updates the contact record in Salesforce — including topics discussed, next steps, and follow-up dates.
Meeting Recording → Compliance Documentation
Caddi downloads the recording and transcript, generates a compliant meeting summary, and files it in your document management system or compliance archive.
Call Log → Activity History
Caddi reads Zoom Phone call logs and syncs activity records into your CRM or portfolio management system (Orion, Addepar), giving advisors a complete client communication history in one place.
Post-Meeting → Account Notes + Next Steps
Caddi turns Zoom meeting summaries into structured account notes, creates calendar follow-ups, and drafts a recap email to the client — all triggered automatically when the meeting ends.
Requirements
A Zoom account (any tier)
Zoom Phone add-on required for phone, voicemail, and SMS features
Zoom Team Chat add-on required for chat features
Each Caddi user connects their own Zoom account individually