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AI-native automation

Automate work acrossSmartsheet 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.

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

SmartsheetProductivity
ZendeskProductivity

See it on your stack

See Caddi run Smartsheet 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 Smartsheet and Zendesk together

  • 01

    Create ticket in Zendesk when new row in Smartsheet.

    Caddi watches Smartsheet for new row and create ticket in Zendesk — no copy-paste, no missed records.

  • 02

    Add row in Smartsheet when new ticket in Zendesk.

    Caddi watches Zendesk for new ticket and add row in Smartsheet so the two systems stay in lockstep.

  • 03

    Update ticket in Zendesk from Smartsheet events.

    When row updated happens in Smartsheet, Caddi update ticket in Zendesk with the right context attached.

Actions Caddi can take across Smartsheet and Zendesk

  • Smartsheet

    New row

    Triggers when a new row is added to a sheet.

  • Smartsheet

    Row updated

    Triggers when an existing row is modified.

  • Smartsheet

    Add row

    Append a new row to a sheet with cell values.

  • Smartsheet

    Update row

    Modify cells in an existing row.

  • Smartsheet

    Find row

    Search a sheet by text or column value.

  • Smartsheet

    Attach file to row

    Add a file or URL to a row.

  • 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 Smartsheet and Zendesk?

Smartsheet 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 Smartsheet 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 Smartsheet and Zendesk to other tools too?

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

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