AI-native automation
Automate work across
FreshBooks and 
Jotformwith Caddi AI Agents.
Automate anything you do across FreshBooks, 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 FreshBooks and Jotform
Connect FreshBooks to Caddi
Allow1Sign in to FreshBooks
One click with your own FreshBooks 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 invoice in FreshBooks.
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 FreshBooks and Jotform together
- 01
Fetch submission in Jotform when new invoice in FreshBooks.
Caddi watches FreshBooks for new invoice and fetch submission in Jotform. No copy-paste, no missed records.
- 02
Create invoice in FreshBooks when new submission in Jotform.
Caddi watches Jotform for new submission and create invoice in FreshBooks so the two systems stay in lockstep.
- 03
Prefill form in Jotform from FreshBooks events.
When payment received happens in FreshBooks, Caddi prefill form in Jotform with the right context attached.
Actions Caddi can take across FreshBooks and Jotform
- FreshBooks
New invoice
Triggers when a new invoice is generated.
- FreshBooks
Payment received
Triggers when a payment is recorded against an invoice.
- FreshBooks
New client
Triggers when a new client is added.
- FreshBooks
Create invoice
Generate an invoice for a client with line items.
- FreshBooks
Record payment
Apply a payment against one or more invoices.
- FreshBooks
Create client
Add a new FreshBooks client.
- FreshBooks
Create estimate
Generate an estimate or quote for a client.
- 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 FreshBooks and Jotform?
FreshBooks 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 FreshBooks 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 FreshBooks and Jotform to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first FreshBooks + 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 FreshBooks and Jotform?
Drop your work email and we'll show you Caddi running end-to-end against FreshBooks, Jotform, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.