AI-native automation
Connect Wealthbox 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 Wealthbox and Zendesk together
- 01
Create ticket in Zendesk when new contact in Wealthbox.
Caddi watches Wealthbox for new contact and create ticket in Zendesk — no copy-paste, no missed records.
- 02
Create contact in Wealthbox when new ticket in Zendesk.
Caddi watches Zendesk for new ticket and create contact in Wealthbox so the two systems stay in lockstep.
- 03
Update ticket in Zendesk from Wealthbox events.
When task completed happens in Wealthbox, 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 Wealthbox and Zendesk
- Wealthbox
New contact
Triggers when a new contact is added in Wealthbox.
- Wealthbox
Task completed
Triggers when an advisor closes out a task.
- Wealthbox
New note added
Triggers when a note is logged against a contact.
- Wealthbox
Create contact
Add a new Wealthbox contact with full household details.
- Wealthbox
Create task
Schedule a follow-up task against a contact or household.
- Wealthbox
Add note
Log a meeting, call, or research note against a contact.
- Wealthbox
Add to workflow
Place a contact into a multi-step service workflow.
- 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 Wealthbox and Zendesk?
Wealthbox 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 Wealthbox 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 Wealthbox and Zendesk to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Wealthbox + 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 Wealthbox and Zendesk?
Drop your work email and we'll show you Caddi running end-to-end against Wealthbox, Zendesk, and the rest of your stack.