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AI-native automation

Automate work acrossJotform and Zoomwith Caddi AI Agents.

Automate anything you do across Jotform, Zoom, 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 Zoom

  1. Connect Jotform to Caddi

    Allow

    1Sign in to Jotform

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

  2. Connect Zoom to Caddi

    Allow

    2Sign in to Zoom

    The same click again. Both tools are connected.

  3. Create meeting in Zoom 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 Zoom together

  • 01

    Create meeting in Zoom when new submission in Jotform.

    Caddi watches Jotform for new submission and create meeting in Zoom. No copy-paste, no missed records.

  • 02

    Fetch submission in Jotform when new meeting created in Zoom.

    Caddi watches Zoom for new meeting created and fetch submission in Jotform so the two systems stay in lockstep.

  • 03

    Create webinar in Zoom from Jotform events.

    When file uploaded happens in Jotform, Caddi create webinar in Zoom with the right context attached.

Actions Caddi can take across Jotform and Zoom

  • 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.

  • Zoom

    New meeting created

    Triggers when a new meeting is scheduled.

  • Zoom

    Meeting ended

    Triggers when a meeting wraps up.

  • Zoom

    New recording ready

    Triggers when a cloud recording finishes processing.

  • Zoom

    Create meeting

    Schedule a new Zoom meeting with custom settings.

  • Zoom

    Create webinar

    Schedule a new Zoom webinar with registrants.

  • Zoom

    Update meeting

    Modify an existing meeting's time or settings.

Common questions

How does Caddi connect Jotform and Zoom?

Jotform and Zoom 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 Zoom 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 Zoom to other tools too?

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

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