Meet Caddi in personADVISE AIOct 20–22AI for Mid-Sized LawNov 5Legal InnovatorsNov 17–18

AI-native automation

Automate work acrossOracle EDM and Zendeskwith Caddi AI Agents.

Connect Oracle EDM and Zendesk: Create ticket in Zendesk when request submitted in Oracle EDM. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.

Free for one user.
Oracle EDMFinance
ZendeskProductivity

Discover, automate and govern the work between Oracle EDM and Zendesk

Caddi AI Agents find the repetitive handoffs between Oracle EDM and Zendesk, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.

Discover the repetitive work across existing tools.
Automate the work by delegating to an AI agent.
Govern every workflow and every decision an agent makes.
  • 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 Oracle EDM and Zendesk together

  • 01

    Create ticket in Zendesk when request submitted in Oracle EDM.

    Caddi watches Oracle EDM for request submitted and create ticket in Zendesk. No copy-paste, no missed records.

  • 02

    Create request in Oracle EDM when new ticket in Zendesk.

    Caddi watches Zendesk for new ticket and create request in Oracle EDM so the two systems stay in lockstep.

  • 03

    Update ticket in Zendesk from Oracle EDM events.

    When request approved happens in Oracle EDM, Caddi update ticket in Zendesk with the right context attached.

Actions Caddi can take across Oracle EDM and Zendesk

  • Oracle EDM

    Request submitted

    Triggers when a change request is submitted.

  • Oracle EDM

    Request approved

    Triggers when a request is approved and committed.

  • Oracle EDM

    Node changed

    Triggers when a hierarchy node is added or moved.

  • Oracle EDM

    Create request

    Open a change request for accounts or entities.

  • Oracle EDM

    Fetch hierarchy

    Export a hierarchy or node set.

  • Oracle EDM

    Compare viewpoints

    Check two viewpoints for differences.

  • 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 Oracle EDM and Zendesk?

Oracle EDM 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 Oracle EDM 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 Oracle EDM and Zendesk to other tools too?

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

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