AI-native automation
Automate work across
eMoney and 
Jotformwith Caddi AI Agents.
Automate anything you do across eMoney, 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 eMoney and Jotform
Connect eMoney to Caddi
Allow1Sign in to eMoney
One click with your own eMoney 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 new plan created in eMoney.
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 eMoney and Jotform together
At an RIA the work between eMoney and Jotform is organized by household: the right client, the right accounts, the right advisor. Caddi carries that context through every step, so records stay tied to the household they belong to.
- 01
Fetch submission in Jotform when new plan created in eMoney.
Caddi watches eMoney for new plan created and fetch submission in Jotform. No copy-paste, no missed records.
- 02
Create client in eMoney when new submission in Jotform.
Caddi watches Jotform for new submission and create client in eMoney so the two systems stay in lockstep.
- 03
Prefill form in Jotform from eMoney events.
When client data updated happens in eMoney, Caddi prefill form in Jotform with the right context attached.
Actions Caddi can take across eMoney and Jotform
- eMoney
New plan created
Triggers when an advisor creates a new financial plan.
- eMoney
Client data updated
Triggers when a client's profile or assets change.
- eMoney
Create client
Open a new eMoney client record with full household details.
- eMoney
Update plan inputs
Push updated assets, liabilities, or goals into a plan.
- eMoney
Generate plan summary
Render a client-ready plan PDF for review or archiving.
- 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 eMoney and Jotform?
eMoney 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 eMoney 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 eMoney and Jotform to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first eMoney + 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.
Does this work for RIAs and financial advisors?
Yes. Caddi runs eMoney and Jotform with the household as the unit of work, so plans, accounts, and activity stay tied to the right client and advisor. Firms most often start with onboarding, account maintenance, or reporting prep.
Ready to automate eMoney and Jotform?
Drop your work email and we'll show you Caddi running end-to-end against eMoney, Jotform, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.