Client Created

The trigger will fire any time a new client in Jetpack Workflow is created.

Templates Available:

Create new Xero client for new Jetpack Workflow clients

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

Things to know before you try:

This Zap will not import your existing Jetpack Workflow clients into Xero, only new clients after you've set it up.

Try it: https://zapier.com/app/editor/template/207936

Notify Slack Channel when a new Jetpack Workflow client is created

Easily notify a channel on Slack when a new Jetpack Workflow client gets created and saved. Speed up communication time about a new client and allow your team to activate next steps immediately.

Try it: https://zapier.com/app/editor/template/209009

COMING SOON:

Create new QuickBooks Online clients for new Jetpack Workflow clients

If you want new Jetpack Workflow clients that you create to have a corresponding QuickBooks Online customer, this integration can create the QuickBooks Online customer and set Jetpack Workflow up to be associated with the new customer.