Create Client

This action creates a new client in Jetpack automatically based on your selected trigger.

Templates Available:

Add new QuickBooks Online customers as Jetpack Workflow clients

If you want any new QuickBooks Online customers that you create to have a corresponding Jetpack Workflow client without having to manually refresh your clients in Jetpack Workflow, this integration can automatically create the corresponding Jetpack Workflow client.

Things to know before you try:

There could be a 1 to 15 minute delay once you set this Zap live depending on your Zapier pricing plan. Learn more about this delay.
You must already have Jetpack Workflow integrated with QuickBooks Online for this to work.
This Zap will not import your existing QuickBooks Online customers into Jetpack Workflow, only new customers after you've set it up.

Try it: https://zapier.com/app/editor/template/202948

Add Google Form responses to Jetpack Workflow as new clients

Set up a Google Form to send to your new clients. As they fill in the required responses, the information is entered into Jetpack Workflow new client fields.

Things to know before you try:

There could be a 1 to 15 minute delay once you set this Zap live depending on your Zapier pricing plan. Learn more about this delay.

Watch the video below to learn how to setup this Zap:

Try it: https://zapier.com/app/editor/template/204447

Create Jetpack Workflow clients for new Xero contacts

If you want new Xero contacts that you create to have a corresponding Jetpack Workflow client, this integration can create the Jetpack Workflow client.

Things to know before you try:

There could be a 1 to 15 minute delay once you set this Zap live depending on your Zapier pricing plan. Learn more about this delay.
This Zap will not import your existing Xero customers into Jetpack Workflow, only new customers after you've set it up.

Try it: https://zapier.com/app/editor/template/207945