Looking for some ideas on how you can integrate Zapier with your Jetpack Workflow account? Here's a few ideas to review and implement!
Outline
Welcome and Overview
New Client in Jetpack Workflow assigns job from template
New Client in Jetpack Workflow creates message in Slack
Completed Google Form creates Client in Jetpack Workflow
Google Form response creates Client AND adds Job to that Client (2 step Zap)
Welcome and Overview
Thank you for taking our Zapier Certification course for Jetpack Workflow!
Zap: A Zap is an automated workflow that connects your apps and services together. Each Zap consists of a trigger and one or more actions. When you turn your Zap on, it will run the action steps every time the trigger event occurs.
Trigger: A trigger is an event that starts a Zap.
Action: An action is an event a Zap performs after it is triggered.
Task: A task is an action your Zap successfully completes.
New Client in Jetpack Workflow assigns job from template
Here are some articles from our knowledge base about getting your templates ready to go!
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Make sure the template you want to use for this zap is updated and ready to go. You'll also want to ensure there is no due date or repeat schedule set on the template level as the Zap will assign a due date for you.
New Client in Jetpack Workflow creates message in Slack
Completed Google Form creates Client in Jetpack Workflow
Google Form response creates Client AND adds Job to that Client (2 step Zap)
This Zap might require you to have a paid Zapier account.