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Finance

Automate Jump with Caddi AI Agents

Built for finance teams.

Yes, Caddi integrates with Jump. It runs 35 supported actions in Jump, including meeting summary ready, fetch meeting summary, and draft follow-up email, and connects it to Zocks, Wealthbox, and Practifi. 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 Jump integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Jump and every tool it touches, each through its API.

Supported actions35
Contacts5
  • Create contactCreates a contact that belongs to Jump rather than a CRM.
  • Update contactChanges a Jump-native contact's name or email.
  • Get contactRetrieves one contact.
  • List contactsLists the people and households Jump tracks.
  • Delete contactRemoves a contact from Jump.
Dashboards3
  • Get pulseRetrieves one pulse dashboard.
  • List meeting pulse resultsLists the dashboard question answers for a meeting.
  • List pulsesLists the account's pulse dashboards.
Documents3
  • Upload documentPlaces a file into Jump's Document Vault.
  • Get documentRetrieves one vault document with what Jump parsed out of it.
  • List documentsLists the files held in Jump's Document Vault.
Meetings3
  • Send notetakerSends Jump's notetaker bot into a live meeting.
  • Get meetingRetrieves one meeting with its attendees and processing history.
  • List meetingsLists the meetings Jump recorded.
Scorecards3
  • Get scorecardRetrieves one scorecard.
  • List meeting scorecard resultsLists how a meeting graded against its scorecards.
  • List scorecardsLists the rubrics the firm grades meetings against.
Integrations2
  • Get integrationRetrieves one connected service.
  • List integrationsLists the outside services connected to Jump.
Meeting preps2
  • Get meeting prepRetrieves one meeting prep.
  • List meeting prepsLists the briefs Jump generated ahead of meetings.
Notes2
  • Get noteRetrieves one meeting note.
  • List notesLists the summaries Jump wrote from meetings.
Signal definitions2
  • Get signal definitionRetrieves one signal definition.
  • List signal definitionsLists the rules Jump applies to conversations.
Tasks2
  • Get taskRetrieves one task.
  • List tasksLists the follow-ups Jump created from meetings.
Users2
  • Get user by emailResolves an email address to a Jump user.
  • List usersLists the advisors and staff in the Jump account.
More6
  • Get authenticated identityReports who the Jump connection authenticates as.
  • Get meeting transcriptRetrieves what was said in a meeting.
  • List meeting record suggestionsLists the CRM changes a meeting proposed.
  • List meeting signal resultsLists what Jump's signal definitions found in a meeting.
  • List trending objectionsReads the pushback clients have been raising.
  • List trending topicsReads what clients have been raising across the firm.

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

Visit jumpapp.com

How to automate Jump

  1. Connect Jump to Caddi

    Allow

    1Sign in to Jump

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

  2. Automate notes to CRM in Jump.

    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

Jump integrations

Connect Jump 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 Jump

Why teams automate Jump

Jump captures and summarizes advisor meetings. Caddi AI Agents take each summary and route the facts, tasks and follow-ups to the rest of the firm's stack.

A meeting summary still has to reach the CRM, the planning tool and the client. Caddi moves Jump output to each of them the same way every time.

Loops Caddi runs against Jump

  • Notes to CRM

    Recommended pattern
    1. Jump
    2. Wealthbox

    Caddi writes the Jump meeting summary to the household in Wealthbox and updates changed fields.

  • Follow-up email

    Recommended pattern
    1. Jump
    2. Microsoft Outlook

    Caddi drafts the client recap from Jump action items and queues it in Outlook for advisor approval.

  • Service tasks

    Recommended pattern
    1. Jump
    2. Practifi

    Caddi opens the service requests from a Jump meeting as tasks in Practifi.

Where finance teams use it

  • Client onboarding & account opening

    Extract household, beneficiary, and account data from intake PDFs or forms and create the matching records in Jump with no rekeying.

  • Meeting prep & follow-up

    Pull the right Jump data ahead of every client meeting, generate the prep packet, and log notes, tasks, and follow-ups when the meeting ends.

  • Reporting & archiving

    Generate household, performance, or compliance PDFs, file them with the right Jump metadata, and notify the advisor when the packet is ready.

  • Books, records & reconciliation

    Reconcile cash receipts, payments, and custodian feeds against Jump, and write the audit-ready record back to the right account.

Questions about automating Jump

Does Caddi have a real Jump integration?

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

Do I need engineering help to automate Jump with Caddi?

No. You demonstrate the workflow, clicking through Jump 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 Jump data safe?

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

Can Caddi connect Jump 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 Jump, 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 Jump?

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 Jump

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Ready to automate Jump?

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