AI-native automation
Automate work across
Jotform and 
Xerowith Caddi AI Agents.
Automate anything you do across Jotform, Xero, 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 Jotform and Xero
Connect Jotform to Caddi
Allow1Sign in to Jotform
One click with your own Jotform login. No API keys.
Connect Xero to Caddi
Allow2Sign in to Xero
The same click again. Both tools are connected.
Create invoice in Xero when new submission in Jotform.
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 Jotform and Xero together
- 01
Create invoice in Xero when new submission in Jotform.
Caddi watches Jotform for new submission and create invoice in Xero. No copy-paste, no missed records.
- 02
Fetch submission in Jotform when new invoice in Xero.
Caddi watches Xero for new invoice and fetch submission in Jotform so the two systems stay in lockstep.
- 03
Record payment in Xero from Jotform events.
When file uploaded happens in Jotform, Caddi record payment in Xero with the right context attached.
Actions Caddi can take across Jotform and Xero
- 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.
- Xero
New invoice
Triggers when a new invoice is created.
- Xero
Payment received
Triggers when a payment is recorded.
- Xero
New contact
Triggers when a new contact is added.
- Xero
Create invoice
Generate an invoice for a contact with line items.
- Xero
Record payment
Apply a payment against one or more invoices.
- Xero
Create contact
Add a new Xero contact.
- Xero
Create bill
Record a new bill against a vendor.
Common questions
How does Caddi connect Jotform and Xero?
Jotform and Xero 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 Xero 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 Xero to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Jotform + Xero 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 Xero?
Drop your work email and we'll show you Caddi running end-to-end against Jotform, Xero, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.