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AI-native automation

Automate work acrossDropbox Sign and Zendeskby 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.

Sign up freeFree for 14 days.

Help me automate email-to-ticket triage in Dropbox Sign and Zendesk. Caddi builds the loop and runs it.

Dropbox SignProductivity
ZendeskProductivity

See it on your stack

See Caddi run Dropbox Sign and Zendesk together.

  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

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.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You teach it the job once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Practical ways to use Dropbox Sign and Zendesk together

  • 01

    Create ticket in Zendesk when signature request completed in Dropbox Sign.

    Caddi watches Dropbox Sign for signature request completed and create ticket in Zendesk — no copy-paste, no missed records.

  • 02

    Send signature request in Dropbox Sign when new ticket in Zendesk.

    Caddi watches Zendesk for new ticket and send signature request in Dropbox Sign so the two systems stay in lockstep.

  • 03

    Update ticket in Zendesk from Dropbox Sign events.

    When signature request sent happens in Dropbox Sign, Caddi update ticket in Zendesk with the right context attached.

Actions Caddi can take across Dropbox Sign and Zendesk

  • Dropbox Sign

    Signature request completed

    Triggers when all signers complete a request.

  • Dropbox Sign

    Signature request sent

    Triggers when a request is sent for signature.

  • Dropbox Sign

    Signer declined

    Triggers when a signer declines a request.

  • Dropbox Sign

    Send signature request

    Send a document or template for e-signature.

  • Dropbox Sign

    Use template

    Send a request built from a reusable template.

  • Dropbox Sign

    Download signed PDF

    Pull the executed PDF and audit trail.

  • Dropbox Sign

    Send reminder

    Nudge signers who haven't completed.

  • Zendesk

    New ticket

    Triggers when a new ticket is created.

  • Zendesk

    Ticket status changed

    Triggers when a ticket's status changes.

  • Zendesk

    New comment

    Triggers when a new comment is added to a ticket.

  • Zendesk

    Create ticket

    Open a new Zendesk ticket with subject, priority, and assignee.

  • Zendesk

    Update ticket

    Modify an existing ticket's status, priority, or assignee.

  • Zendesk

    Add comment

    Post a public or internal comment on a ticket.

Common questions

How does Caddi connect Dropbox Sign and Zendesk?

Dropbox Sign and Zendesk 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 Dropbox Sign and Zendesk 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 Dropbox Sign and Zendesk to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Dropbox Sign + Zendesk 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 Dropbox Sign and Zendesk?

Drop your work email and we'll show you Caddi running end-to-end against Dropbox Sign, Zendesk, and the rest of your stack.