The Zapier & Jetpack Workflow uses simple filtering to determine what Jobs to create in Jetpack Workflow. In this example, we are going to use a Data Utility in our Zap to help add some more variability into our connection. This configuration works best if you are using each service in Practice Ignition to create a singular Job in Jetpack.
Step 1: We are going to use our Service Acceptance Trigger.
Next, we want to build our table. The left-hand column (input) of the table is your Practice Ignition Service Names. The right-hand column (output) of the table is the unique ID for your matching Jetpack Template.
Note: You can find your unique Jetpack template IDs by opening a Create Job Action:
Steps 3 and 4: Format name and then Find Contact
Note: if you have both Personal and Business clients: Build in a couple of Paths here with conditional logic so personal jobs look up a person and business jobs look up a business and subsequently create the Job under the proper contact. The rest of the Zap has the same basic setup.
Step 5: We need to Create another Data Utility. As with the last, we create this will use a Lookup Table to translate the Manager in Practice Ignition to the Manager in Jetpack using the unique ID for the Users in Jetpack:
Again if you are not aware of what your ID is in Jetpack you can use a Create Job action and check it out:
Step 6 is then to create our Job based on the service accepted and assign it to the Manager:
I have created an example of the Advance Zap using the Data Utility. You can find that here. Again you will have to customize this Zap for your own circumstances but the basic structure is there for you.