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Cross-vertical

Automate Jotform with Caddi AI Agents

Built for professional services teams.

Yes, Caddi integrates with Jotform. It runs 35 supported actions in Jotform, including fetch submission, prefill form, and update submission, and connects it to Typeform, Clio, and Wealthbox. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.

The differenceMost Jotform integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Jotform and every tool it touches, each through its API.

Supported actions35
Forms10
  • Clone formDuplicates a form.
  • Create formCreates a form.
  • Create formsCreates multiple forms in one call.
  • Set form propertiesAdds or edits properties on a form.
  • Set multiple form propertiesReplaces a form's properties in bulk.
  • Get formReads one form's basic details.
  • Get form propertiesReads all of a form's properties.
  • Get form propertyReads one property of a form.
  • List formsLists the account's forms.
  • Delete formMoves a form to trash.
Submissions7
  • Create form submissionRecords one submission against a form.
  • Create form submissionsRecords multiple submissions against a form.
  • Edit submissionEdits one submission's answers.
  • Get submissionReads one submission's answers and metadata.
  • List form submissionsLists one form's submissions.
  • List submissionsLists submissions across every form on the account.
  • Delete submissionRemoves one submission.
Questions6
  • Create form questionAdds one question to a form.
  • Create form questionsAdds multiple questions to a form.
  • Update form questionEdits one question's properties.
  • Get form questionReads one question's properties.
  • List form questionsLists a form's questions.
  • Delete form questionRemoves one question from a form.
Users6
  • Update user settingsChanges account settings.
  • Get userReads the Jotform account.
  • Get user historyReads the account activity log.
  • Get user settingsReads the account settings.
  • Get user usageReads this month's account usage.
  • List subusersLists the account sub-users.
Reports5
  • Create reportCreates a report on a form.
  • Get reportReads one report's properties.
  • List form reportsLists the reports on one form.
  • List reportsLists every report across the account's forms.
  • Delete reportRemoves one report.
More1
  • List form filesLists the files uploaded through a form's submissions.

Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.

Visit jotform.com

How to automate Jotform

  1. Connect Jotform to Caddi

    Allow

    1Sign in to Jotform

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

  2. Automate intake to matter in Jotform.

    ScreenshareType it

    2Show or tell it

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

  3. Running

    14 done1 for review

    3Watch it run

    Caddi does the work and flags anything unsure for review.

Integrations

Jotform integrations

Connect Jotform with any of the 164 other tools Caddi works with. Pick one to see what Caddi automates between them.

164 tools

The details

What Caddi does with Jotform

Why teams automate Jotform

Jotform collects intake, applications and requests. Caddi AI Agents take each submission and do the work that follows, so nothing sits in an inbox waiting to be typed in.

A form submission is the start of the work, not the end. Caddi validates each Jotform entry, creates the records, files the attachments and starts the follow-up.

Loops Caddi runs against Jotform

  • Intake to matter

    Recommended pattern
    1. Jotform
    2. Clio

    Caddi opens a Clio matter and contact from each Jotform intake submission.

  • Lead to CRM

    Recommended pattern
    1. Jotform
    2. Wealthbox

    Caddi creates the Wealthbox contact from a Jotform prospect form and assigns the advisor.

  • File uploads

    Recommended pattern
    1. Jotform
    2. Box

    Caddi files Jotform attachments to the client folder in Box with consistent naming.

Where professional services teams use it

  • Inbound triage

    Watch Jotform for new items, classify them, and route the right data to the right downstream system: CRM, matter system, or storage.

  • Cross-tool data sync

    Keep Jotform in lockstep with your CRM, billing, or document system so the same record never has to be updated twice.

  • Document workflows

    Generate, send, and archive documents end-to-end using Jotform alongside e-signature, cloud storage, and your system of record.

  • Notifications & approvals

    Send the right person the right Jotform update by email, Slack, or Teams, and capture approvals back into the originating record.

Questions about automating Jotform

Does Caddi have a real Jotform integration?

Yes. Caddi runs verified code against Jotform's official APIs. Every automation Caddi builds for Jotform is reviewed before it runs in production.

Do I need engineering help to automate Jotform with Caddi?

No. You demonstrate the workflow, clicking through Jotform the way you normally would, and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my Jotform data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Jotform, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

Can Caddi connect Jotform to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools. For example: pulling data out of an email, updating Jotform, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

How do I find what to automate in Jotform?

Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.

Often automated alongside Jotform

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See it on your stack

Ready to automate Jotform?

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