AI-native automation
Automate work across
Expensify and 
Jotformwith Caddi AI Agents.
Automate anything you do across Expensify, 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 Expensify and Jotform
Connect Expensify to Caddi
Allow1Sign in to Expensify
One click with your own Expensify 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 expense report in Expensify.
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 Expensify and Jotform together
- 01
Fetch submission in Jotform when new expense report in Expensify.
Caddi watches Expensify for new expense report and fetch submission in Jotform. No copy-paste, no missed records.
- 02
Create expense in Expensify when new submission in Jotform.
Caddi watches Jotform for new submission and create expense in Expensify so the two systems stay in lockstep.
- 03
Prefill form in Jotform from Expensify events.
When report approved happens in Expensify, Caddi prefill form in Jotform with the right context attached.
Actions Caddi can take across Expensify and Jotform
- Expensify
New expense report
Triggers when an expense report is submitted.
- Expensify
Report approved
Triggers when a report is approved for reimbursement.
- Expensify
Create expense
Add an expense with amount, category, and receipt.
- Expensify
Create report
Open a new expense report for an employee.
- Expensify
Submit report
Submit an expense report for approval.
- 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 Expensify and Jotform?
Expensify 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 Expensify 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 Expensify and Jotform to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Expensify + 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 Expensify and Jotform?
Drop your work email and we'll show you Caddi running end-to-end against Expensify, Jotform, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.