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AI-native automation

Automate work acrossJotform and Slackwith Caddi AI Agents.

Automate anything you do across Jotform, Slack, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.

Free for one user.

How to connect Jotform and Slack

  1. Connect Jotform to Caddi

    Allow

    1Sign in to Jotform

    One click with your own Jotform login. No API keys.

  2. Connect Slack to Caddi

    Allow

    2Sign in to Slack

    The same click again. Both tools are connected.

  3. Send channel message in Slack when new submission in Jotform.

    Type it

    3Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  4. Running

    14 done1 for review

    4Watch it run

    Caddi does the work and flags anything unsure for review.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors

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 Jotform and Slack together

  • 01

    Send channel message in Slack when new submission in Jotform.

    Caddi watches Jotform for new submission and send channel message in Slack. No copy-paste, no missed records.

  • 02

    Fetch submission in Jotform when new message in channel in Slack.

    Caddi watches Slack for new message in channel and fetch submission in Jotform so the two systems stay in lockstep.

  • 03

    Send direct message in Slack from Jotform events.

    When file uploaded happens in Jotform, Caddi send direct message in Slack with the right context attached.

Actions Caddi can take across Jotform and Slack

  • 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.

  • Slack

    New message in channel

    Triggers when a new message is posted to a channel.

  • Slack

    New mention

    Triggers when the bot or a user is @-mentioned.

  • Slack

    New reaction added

    Triggers when a reaction is added to a message.

  • Slack

    Send channel message

    Post a message to a Slack channel.

  • Slack

    Send direct message

    Send a DM to a user.

  • Slack

    Upload file

    Upload a file to a channel or DM.

  • Slack

    Set channel topic

    Update a channel's topic.

Common questions

How does Caddi connect Jotform and Slack?

Jotform and Slack 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 Jotform and Slack 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 Jotform and Slack to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Jotform + Slack 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 Jotform and Slack?

Drop your work email and we'll show you Caddi running end-to-end against Jotform, Slack, and the rest of your stack.