AI-native automation
Automate work across
eFax and 
Jotformwith Caddi AI Agents.
Automate anything you do across eFax, Jotform, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.
How to connect eFax and Jotform
Connect eFax to Caddi
Allow1Sign in to eFax
One click with your own eFax login. No API keys.
Connect Jotform to Caddi
Allow2Sign in to Jotform
The same click again. Both tools are connected.
Fetch submission in Jotform when fax received in eFax.
ScreenshareType it3Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
4Watch it run
Caddi does the work and flags anything unsure for review.
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 eFax and Jotform together
- 01
Fetch submission in Jotform when fax received in eFax.
Caddi watches eFax for fax received and fetch submission in Jotform. No copy-paste, no missed records.
- 02
Send fax in eFax when new submission in Jotform.
Caddi watches Jotform for new submission and send fax in eFax so the two systems stay in lockstep.
- 03
Prefill form in Jotform from eFax events.
When fax delivered happens in eFax, Caddi prefill form in Jotform with the right context attached.
Actions Caddi can take across eFax and Jotform
- eFax
Fax received
Triggers when an inbound fax arrives.
- eFax
Fax delivered
Triggers when an outbound fax is delivered.
- eFax
Fax failed
Triggers when an outbound fax fails to send.
- eFax
Send fax
Send a document to a fax number.
- eFax
Download fax
Fetch the image and details of a received fax.
- eFax
Search faxes
Find sent or received faxes by date or number.
- Jotform
New submission
Triggers when a Jotform form is submitted.
- Jotform
File uploaded
Triggers when a submission includes an attachment.
- Jotform
Payment received
Triggers when a payment form is completed.
- Jotform
Fetch submission
Pull the answers and files for a submission.
- Jotform
Prefill form
Send a form link with known fields filled in.
- Jotform
Update submission
Edit fields on an existing submission.
Common questions
How does Caddi connect eFax and Jotform?
eFax and Jotform 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 eFax and Jotform 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 eFax and Jotform to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first eFax + Jotform 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 eFax and Jotform?
Drop your work email and we'll show you Caddi running end-to-end against eFax, Jotform, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.