- Automations
- Orion + Zendesk
AI-native automation
Connect Orion and Zendesk with AI
Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations


Practical ways to use Orion and Zendesk together
- 01
Create ticket in Zendesk when describe report parameters in Orion.
Caddi watches Orion for describe report parameters and create ticket in Zendesk — no copy-paste, no missed records.
- 02
Generate report in Orion when new ticket in Zendesk.
Caddi watches Zendesk for new ticket and generate report in Orion so the two systems stay in lockstep.
- 03
Update ticket in Zendesk from Orion events.
When download report happens in Orion, Caddi update ticket in Zendesk with the right context attached.
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Actions Caddi can take across Orion and Zendesk
OrionDescribe report parameters
Searches all available reports by name, retrieves parameter requirements and options, normalizes complex API structures into simple parameter descriptions that automation scripts can easily underst…
OrionDownload report
Downloads a report using the URL returned from GenerateReport and saves it to S3.
OrionResolve entity ID
Searches for households, registrations, and accounts by name and returns their numeric IDs.
OrionGenerate report
Generates Orion reports (standard or envision) with parameter overrides for dates, entities, and output format.
ZendeskNew ticket
Triggers when a new ticket is created.
ZendeskTicket status changed
Triggers when a ticket's status changes.
ZendeskNew comment
Triggers when a new comment is added to a ticket.
ZendeskCreate ticket
Open a new Zendesk ticket with subject, priority, and assignee.
ZendeskUpdate ticket
Modify an existing ticket's status, priority, or assignee.
ZendeskAdd comment
Post a public or internal comment on a ticket.
Common questions
How does Caddi connect Orion and Zendesk?
Orion and Zendesk just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against Orion and Zendesk end-to-end.
Do I need engineering help?
No. Whoever does the work today shows it once on a call. 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, but once the loop ships it runs deterministically — no model in the loop at runtime.
Can Caddi connect Orion and Zendesk to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Orion + 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 the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate Orion and Zendesk?
Drop your work email and we'll show you Caddi running end-to-end against Orion, Zendesk, and the rest of your stack.




