Zapier: Advanced Jetpack & Ignition Workflow
Disclaimer: This works on the free version of Zapier but if you want to include multiple steps, you’ll need a paid Zapier subscription.
Building a lookup table to map services to job templates
Next, we want to build our table. The left-hand column (input) of the table is your 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:
Format name and 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.
Create another Data Utility
As with the last, we create this will use a Lookup Table to translate the Manager in 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:
Create our Job based on the service accepted
Last, create our Job based on the service accepted and assign it to the Manager: