Jetpack Workflow Integrations
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Ignition
Proposal & Invoice Management
DocuSign
Signatures
QuickBooks Online
Accounting
Google Sheets
Google, Spreadsheets
Google Forms
Forms & Surveys, Google
Filter by Zapier
Developer Tools, Zapier
Microsoft Outlook
Calendar, Email, Microsoft
Acuity Scheduling
Scheduling & Booking
Microsoft Excel
Microsoft, SpreadsheetsIgnition
Proposal & Invoice ManagementDocuSign
SignaturesQuickBooks Online
AccountingGoogle Sheets
Google, SpreadsheetsGoogle Forms
Forms & Surveys, GoogleFilter by Zapier
Developer Tools, ZapierIgnition
Proposal & Invoice ManagementDocuSign
SignaturesQuickBooks Online
AccountingGoogle Sheets
Google, SpreadsheetsGoogle Forms
Forms & Surveys, GoogleFilter by Zapier
Developer Tools, ZapierMicrosoft Outlook
Calendar, Email, MicrosoftAcuity Scheduling
Scheduling & BookingMicrosoft Excel
Microsoft, SpreadsheetsConnect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
New Client
Triggers when a new client is created.
Try ItTemplate
Job Name
Client ID
Job Manager
Description
Due
Client IDRequired
Company Name
First Name
Last Name
Email Address
Description
Phone
Street Address
City
State/Province/Region
Zip/Postal Code
Website
Tags
QuickBooks ID
Search QueryRequired
Company Name
First Name
Last Name
Email Address
Description
Phone
Street Address
City
State/Province/Region
Zip/Postal Code
Website
Tags
QuickBooks ID
Updated Client
Triggers when a client has been updated.
Try ItCompany Name
First Name
Last Name
Email Address
Description
Phone
Street Address
City
State/Province/Region
Zip/Postal Code
Website
Tags
QuickBooks ID
Search QueryRequired
About Jetpack Workflow
Workflow Software Built To Help Your Growing Firm
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