Jetpack Workflow and Salesflare
How to connect Jetpack Workflow
- Via Zapier — 7 operations available. Set it up ↗
What you can automate
- When new Client in Jetpack Workflow, find or create account, then find or create contact, then add contact to account in Salesflare.
- When updated Client in Jetpack Workflow, find or create account, then find or create contact, then add contact to account in Salesflare.
About Jetpack Workflow
Workflow Software Built To Help Your Growing Firm
Jetpack Workflow operations on Zapier
Triggers (2)
Start a workflow when this happens
- New Client — Triggers when a new client is created.
- Updated Client — Triggers when a client has been updated.
Actions (4)
Things Salesflare can make it do
- Create Client — Creates a new Client
- 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.
- Find or Create Client — Finds a Client
- Update Client — Updates a Client
Searches (1)
Look up existing records
- Find Client — Finds a Client.
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