AI-native automation
Automate work across
NetDocuments 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.
Help me automate email-to-ticket triage in NetDocuments and Zendesk. Caddi builds the loop and runs it.
See it on your stack
See Caddi run NetDocuments and Zendesk 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 NetDocuments and Zendesk together
- 01
Create ticket in Zendesk when new document in NetDocuments.
Caddi watches NetDocuments for new document and create ticket in Zendesk — no copy-paste, no missed records.
- 02
Upload document in NetDocuments when new ticket in Zendesk.
Caddi watches Zendesk for new ticket and upload document in NetDocuments so the two systems stay in lockstep.
- 03
Update ticket in Zendesk from NetDocuments events.
When document profiled happens in NetDocuments, Caddi update ticket in Zendesk with the right context attached.
Actions Caddi can take across NetDocuments and Zendesk
- NetDocuments
New document
Triggers when a document is added to a workspace.
- NetDocuments
Document profiled
Triggers when profile attributes are set on a document.
- NetDocuments
Upload document
Add a document to a workspace with profile attributes.
- NetDocuments
Create workspace
Open a new matter workspace under a cabinet.
- NetDocuments
Search documents
Find documents by content or profile attributes.
- NetDocuments
Update document attributes
Set or change profile fields on a document.
- 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 NetDocuments and Zendesk?
NetDocuments 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 NetDocuments 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 NetDocuments and Zendesk to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first NetDocuments + 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 NetDocuments and Zendesk?
Drop your work email and we'll show you Caddi running end-to-end against NetDocuments, Zendesk, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.