Jump and Salesflare
How to connect Jump
- Via Zapier — 5 operations available. Set it up ↗
What you can automate
- When note Created in Jump, create internal note in Salesflare.
- When new Task Created in Jump, create task in Salesflare.
About Jump
Jump is an AI meeting assistant for financial advisors that automatically records, transcribes, and summarizes client conversations to capture notes and tasks.
Jump operations on Zapier
Triggers (5)
Start a workflow when this happens
- Meeting Processed — Triggers when a meeting is processed in Jump.
- Meeting Scheduled — Triggers when a meeting is scheduled through a booking window.
- New Task Created — Triggers when a new task is created in Jump.
- Note Created — Triggers when a new note is created in Jump.
- Pre Meeting Prep Generated — Triggers when a pre meeting prep generated in Jump.
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