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Zapier - Create Job Action
Beatty W avatar
Written by Beatty W
Updated over 4 years ago

Create Job

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

Templates Available:

Create Jetpack Workflow jobs automatically for new Jetpack Workflow Clients

When a new Jetpack Workflow client is created, automatically create a job assigned to that client from a selected template. This can be used to automatically create onboarding jobs for new clients in Jetpack Workflow.

Things to know before you try:

  1. Make sure you select the appropriate template.

  2. When selecting the client, make sure you select Custom and Not Client ID

Create a new job in Jetpack Workflow when a Service Agreement is accepted in Practice Ignition

When a client accepts a service in Practice Ignition, find or create a corresponding Jetpack Workflow client and then create a Jetpack Workflow job for the work to be done for that service agreement.

Things to know before you try:

  1. Split the ‘Client name’ into First and Last name

  2. Find or create JPWF client by ‘Contact_Email Client_Name’

  3. Choose appropriate template

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