Is there an easy way to reduce the administrative work of onboarding clients while also organizing, filtering, and sorting information to find the exact project or task you need in seconds? The answer is simple: add a workflow management system to your tech stack.

Coupling software tools, such as Jetpack Workflow, with connected automation through Zapier will make it that much easier to automate your client onboarding and project management. Jetpack Workflow integrates with 2,000+ other apps including Practice Ignition, Slack, and Google Sheets. With the added automation available through Zapier, you can trigger workflows in other apps for situations such as a new or updated client in Jetpack Workflow. Likewise, you can trigger events in Jetpack Workflow whenever events happen in the other apps you use most. 

Learning Objectives:

• Identify how Jetpack Workflow and Zapier can help to better streamline daily tasks


• Summarize the benefits of connecting Jetpack Workflow to other popular apps


• Recall how to create a job or client in Jetpack Workflow whenever trigger events happen in the other apps you use most