Jump Integrations

Name: Zapier
Availability: InStock

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AI Assistants

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)

Google Drive

File Management & Storage, Google

TaxDome

Accounting

Slack

Team Chat

ChatGPT (OpenAI)

AI Assistants

Redtail CRM

CRM (Customer Relationship Management)

Act!

CRM (Customer Relationship Management)

Microsoft Outlook

Calendar, Email, Microsoft

Microsoft Teams

Microsoft, Team Chat

Wealthbox CRM

CRM (Customer Relationship Management)

Google Drive

File Management & Storage, Google

TaxDome

Accounting

Slack

Team Chat

ChatGPT (OpenAI)

AI Assistants

Redtail CRM

CRM (Customer Relationship Management)

Wealthbox CRM

CRM (Customer Relationship Management)

Google Drive

File Management & Storage, Google

TaxDome

Accounting

Slack

Team Chat

ChatGPT (OpenAI)

AI Assistants

Redtail CRM

CRM (Customer Relationship Management)

Act!

CRM (Customer Relationship Management)

Microsoft Outlook

Calendar, Email, Microsoft

Microsoft Teams

Microsoft, Team Chat

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
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

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

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
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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

Supported triggers and actions

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

Popular Jump Integrations

Popular Jump Integrations

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

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

Jump Help & Support

Common questions

.css-ojnz7r{font:500 1.125rem/1.5rem Inter,var(--zds-typography-base, Helvetica),Helvetica,arial,sans-serif;color:#695be8;margin-bottom:0;transition-property:all;transition-timing-function:ease-in-out;transition-duration:300ms;}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

Popular Jump Integrations

Popular Jump Integrations

Connect Your App Accounts to Zapier