If you are using Jetpack workflow for practice management you can now create Jobs in Jetpack when proposals are signed.
The first step in creating your Zapier integration is to make sure that the granularity of the Services in Practice Ignition matches the granularity of the templates you have created in Jetpack. You need to be able to set up your Actions in Zapier so that the proper templates are created in Jetpack based on the Services on the proposal. The last thing you want is for the integration to create a bunch of jobs that you don’t need or to have to create Jobs manually.
Depending on how you have the setup of your service, there are a couple of recommendations with respect to best practices on the granularity between Practice Ignition Services and Jetpack Job Templates:
If you have set up your services to be modular you will want to use a 1 to 1 connection with your Zap. ie. Bookkeeping creates Jobs for Bookkeeping, Annual Tax creates Jobs for Annual Tax
If you use package pricing for your services you can create a 1 to many connections with your Zap. ie. Gold Package creates Jobs for Bookkeeping & Reporting & Annual Tax
This Zap only really works if certain Services are always performed by the same member of the team. If you need more variables see Zapier & Jetpack Workflow (Advanced).
For our Zaps we are going to use the Service Accepted trigger for Practice Ignition:
We want to use the Service Accepted trigger as we can then filter based on our Job Templates on an item by item basis. Then we are going to create a filter based on our Service name. This will stop Jobs from being created unless they meet our specific criteria:
Next, we want to use the Formatter tool in Zapier. This step is necessary since the way a person's name is stored in Practice Ignition is different than the way a person's name is stored in Jetpack:
Next, we want to find our contact in Jetpack:
Note: that we have checked the box to create a contact in Jetpack if a contact is not found and that in this example it is an individual so the Company Name is left blank.
Next steps are to create our Job off our work templates in Jetpack Workflow:
Pro Tip: Use your Proposal Acceptance link the description of the job as we have done here. This will create transparency with your staff on exactly what the scope of work is.
Once the Jobs are created you can then put any services that require a recurring schedule on that schedule in Jetpack.
We have created 2 examples of Zap that you can use as a guide when creating your own Zapier integration between Practice Ignition and Jetpack Workflow:
You will, of course, need to customize these Zaps for your own use.