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AI-native automation

Automate work acrossDropbox Sign and Zendeskwith Caddi AI Agents.

Automate anything you do across Dropbox Sign, Zendesk, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.

Free for one user.

How to connect Dropbox Sign and Zendesk

  1. Connect Dropbox Sign to Caddi

    Allow

    1Sign in to Dropbox Sign

    One click with your own Dropbox Sign login. No API keys.

  2. Connect Zendesk to Caddi

    Allow

    2Sign in to Zendesk

    The same click again. Both tools are connected.

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

    Type it

    3Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  4. Running

    14 done1 for review

    4Watch it run

    Caddi does the work and flags anything unsure for review.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors

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 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.