Jump Integrations

Name: Zapier
Availability: InStock

Put Jump to work with AI and enterprise-grade automation

Automate smarter with Jump and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Wealthbox CRM

CRM (Customer Relationship Management)

TaxDome

Accounting

Slack

Team Chat

Redtail CRM

CRM (Customer Relationship Management)

Maximizer CRM

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Act!

CRM (Customer Relationship Management)

Google Drive

File Management & Storage, Google

Microsoft Outlook

Calendar, Email, Microsoft

Wealthbox CRM

CRM (Customer Relationship Management)

TaxDome

Accounting

Slack

Team Chat

Redtail CRM

CRM (Customer Relationship Management)

Maximizer CRM

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Wealthbox CRM

CRM (Customer Relationship Management)

TaxDome

Accounting

Slack

Team Chat

Redtail CRM

CRM (Customer Relationship Management)

Maximizer CRM

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Act!

CRM (Customer Relationship Management)

Google Drive

File Management & Storage, Google

Microsoft Outlook

Calendar, Email, Microsoft

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create Slack reminders when new meetings are processed in Jump
Details
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Jump + Slack
Generate Wealthbox CRM notes from new Jump pre meeting preps
Details
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Jump + Wealthbox CRM
Create notes in Wealthbox CRM when new meetings are processed in Jump
Details
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Jump + Wealthbox CRM
Send emails in Gmail for new tasks created in Jump
Details
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Jump + Gmail
Create issues in Jira Software Cloud for new tasks in Jump
Details
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Jump + Jira Software Cloud
Process new Jump meetings and export designs in Canva
Details
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Jump + Canva

Create Slack reminders when new meetings are processed in Jump

Details

Try it

Jump + Slack

Generate Wealthbox CRM notes from new Jump pre meeting preps

Details

Try it

Jump + Wealthbox CRM

Create notes in Wealthbox CRM when new meetings are processed in Jump

Details

Try it

Jump + Wealthbox CRM

Send emails in Gmail for new tasks created in Jump

Details

Try it

Jump + Gmail

Create issues in Jira Software Cloud for new tasks in Jump

Details

Try it

Jump + Jira Software Cloud

Process new Jump meetings and export designs in Canva

Details

Try it

Jump + Canva

Add new Jump meeting transcripts as notes to Maximizer

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Jump + Maximizer CRM

Add new Jump tasks to Maximizer

Details

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Jump + Maximizer CRM

Update meeting notes in Maximizer with new Jump notes

Details

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Jump + Maximizer CRM

Add new Jump meeting transcripts as notes to Maximizer
Details
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Jump + Maximizer CRM
Add new Jump tasks to Maximizer
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Jump + Maximizer CRM
Update meeting notes in Maximizer with new Jump notes
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Jump + Maximizer CRM

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Meeting Processed
Triggers when a meeting is processed in Jump.
Trigger
Instant
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Pre Meeting Prep Generated
Triggers when a pre meeting prep generated in Jump.
Trigger
Instant
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Note Created
Triggers when a new note is created in Jump.
Trigger
Instant
Try It
New Task Created
Triggers when a new task is created in Jump.
Trigger
Instant
Try It

Jump Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Jump

Jump is an AI meeting assistant for financial advisors that automatically records, transcribes, and summarizes client conversations to capture notes and tasks.

HelpHelp

Related categories

AI Assistants

Jump Integrations

Put Jump to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create Slack reminders when new meetings are processed in Jump

Generate Wealthbox CRM notes from new Jump pre meeting preps

Create notes in Wealthbox CRM when new meetings are processed in Jump

Send emails in Gmail for new tasks created in Jump

Create issues in Jira Software Cloud for new tasks in Jump

Process new Jump meetings and export designs in Canva

Create Slack reminders when new meetings are processed in Jump

Generate Wealthbox CRM notes from new Jump pre meeting preps

Create notes in Wealthbox CRM when new meetings are processed in Jump

Send emails in Gmail for new tasks created in Jump

Create issues in Jira Software Cloud for new tasks in Jump

Process new Jump meetings and export designs in Canva