Jetpack Workflow
Create Jetpack Workflow onboarding jobs 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.
When a new Jetpack Workflow Client is created, automatically create a Job assigned to that Client from a selected template.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Create Job
Creates a Job with the details specified. You can create a Job from a selected Jetpack Workflow Template and assign it to a specific Client.
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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