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:
Make sure you select the appropriate template.
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:
Split the ‘Client name’ into First and Last name
Find or create JPWF client by ‘Contact_Email Client_Name’
Choose appropriate template