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.

Things to know before you try:

You must already have Jetpack Workflow integrated with QuickBooks Online for this to work.
This Zap will not import your existing Jetpack Workflow clients into QuickBooks Online, only new clients after you've set it up.

Try it: COMING SOON