Jetpack Workflow

Supergood | Jetpack Workflow API

Alex Klarfeld

Alex Klarfeld

— 6 min read
Supergood | Jetpack Workflow API

Programmatically access Jetpack Workflow client records, jobs, task checklists, deadlines, and templates with a resilient REST API. Supergood builds and operates production-grade, unofficial Jetpack Workflow integrations so your team can automate compliance, audit, and engagement workflows without heavy custom engineering.

Plain English: Jetpack Workflow is practice management software for accounting and advisory firms, used to manage clients, recurring jobs (e.g., monthly closes, payroll, tax returns), task checklists, due dates, and team capacity. An unofficial API lets you pull client lists, engagement jobs, tasks/subtasks, templates, deadlines, notes, and attachments—and push new jobs, schedule recurrences, update task status/assignees, and upload evidence back into Jetpack Workflow.

For a tech company integrating with Jetpack Workflow—especially a GRC, regtech, or audit startup—this means you can ingest real-time client and engagement data to power compliance calendars, sync task checklists and statuses to your platform, trigger recurring jobs tied to control testing or regulatory cycles, collect and attach evidence, and keep downstream systems (analytics, ticketing, accounting) aligned.

What is Jetpack Workflow?

Jetpack Workflow (https://jetpackworkflow.com/) is a cloud platform for accounting and advisory firms to centralize client work, recurring jobs, deadline tracking, and team coordination. Firms use Jetpack Workflow to create standardized job templates, schedule recurring engagements, assign work to staff, monitor due dates, and keep notes and documents linked to each client and job.

Core product areas include:

  • Client & Contact Management (clients, contacts, tags, ownership)
  • Job & Task Management (engagements, checklists, statuses, priorities)
  • Templates & Recurrence (job templates, due date offsets, schedules)
  • Scheduling & Capacity (workload views, assignments, deadlines)
  • Notifications & Collaboration (reminders, comments, mentions)
  • Reporting & Insights (work-in-progress, overdue, productivity)

Common data entities:

  • Firms, Users, Roles/Permissions (admins, managers, staff)
  • Clients and Contacts (metadata, tags, primary owner)
  • Jobs/Engagements (title, template, status, due dates, recurrence)
  • Tasks/Subtasks (checklist items, assignees, due/completed dates)
  • Templates (task lists, due date rules, dependencies)
  • Deadlines/Reminders (calendar dates, SLA thresholds)
  • Notes & Attachments (comments, documents, evidence)

The Jetpack Workflow Integration Challenge

Accounting teams live in Jetpack Workflow, but converting portal-first workflows into reliable, API-driven automation is non-trivial:

  • Template-driven logic: Due dates and checklists can derive from templates with offsets and dependencies
  • Recurrence semantics: Monthly, quarterly, and annual schedules require careful anchor-dates and rollover handling
  • Role-aware visibility: Managers, owners, and staff have scoped access across clients and jobs
  • State spread across layers: Job status depends on task-level completion, deadlines, and overrides
  • Authentication and session lifecycles: SSO/MFA and cookie-based sessions complicate headless access

How Supergood Creates Jetpack Workflow APIs

Supergood reverse-engineers authenticated browser flows and network calls to deliver a resilient API endpoint layer for your Jetpack Workflow tenant.

  • Handles username/password, SSO/OAuth, and MFA (SMS, email, TOTP) securely
  • Maintains session continuity with automated refresh and change detection
  • Normalizes responses so you can integrate once and rely on consistent objects across modules
  • Aligns with customer entitlements and role-based permissions to ensure compliant access

Use Cases

Client & Engagement Data Sync

  • Mirror clients, contacts, and owners into your internal systems
  • Keep engagement/job metadata current for analytics and audit readiness
  • Normalize tags, statuses, and due dates across multi-firm operations

Compliance Calendar & Deadline Automation

  • Generate recurring jobs from compliance requirements (e.g., SOC 2 tests, quarterly filings, annual tax deadlines)
  • Push date changes back to Jetpack Workflow and trigger reminders
  • Track overdue items and escalate using SLA rules

Evidence & Checklist Orchestration

  • Create job checklists from your control library or audit program
  • Upload supporting documents and evidence to tasks
  • Sync status and comments to keep stakeholders aligned

Capacity & SLA Monitoring

  • Pull workload by user/team to prevent bottlenecks
  • Balance assignments and due dates to meet SLAs
  • Feed utilization and on-time metrics into your reporting stack

Available Endpoints

Authentication

POST /sessions: Establish a session using credentials. Supergood manages MFA (SMS, email, TOTP) and SSO/OAuth when enabled. Returns a short-lived auth token maintained by the platform.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/sessions \
  --header 'Authorization: Basic <Base64 encoded token>' \
  --header 'Content-Type: application/json' \
  --data '{
    "username": "[email protected]",
    "password": "<password>",
    "mfa": { "type": "totp", "code": "123456" }
  }'

Example response

{
  "authToken": "eyJhbGciOi...",
  "expiresIn": 3600,
  "user": {
    "id": "u_jpw_7a29f1",
    "name": "Engagement Manager",
    "entitlements": ["clients", "jobs", "tasks", "templates", "reporting"]
  }
}

POST /sessions/refresh: Refresh an existing token to keep sessions uninterrupted.

Clients

GET /clients: List clients with filters and summary details.

Query parameters

  • ownerId: string
  • status: active | inactive | prospect
  • tag: string (single tag filter)
  • search: string (matches name, contact email)
  • updatedFrom, updatedTo: ISO 8601 timestamps
  • page, pageSize: integers for pagination

Example response

{
  "items": [
    {
      "clientId": "cl_82af31",
      "clientName": "Acme Manufacturing LLC",
      "primaryContact": {
        "name": "Jordan Reed",
        "email": "[email protected]",
        "phone": "+1-402-555-0199"
      },
      "status": "active",
      "tags": ["manufacturing", "soc2"],
      "ownerUserId": "u_jpw_7a29f1",
      "address": {
        "line1": "125 Lakeview Ct",
        "city": "Omaha",
        "region": "NE",
        "postalCode": "68130",
        "country": "US"
      },
      "jobsOpen": 7,
      "jobsOverdue": 2,
      "updatedAt": "2026-01-20T13:45:00Z"
    }
  ],
  "page": 1,
  "pageSize": 50,
  "total": 1
}

Jobs

POST /jobs: Create a job (engagement) for a client, optionally from a template and with recurrence.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/jobs \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "clientId": "cl_82af31",
    "title": "Quarterly Compliance Review Q1 2026",
    "templateId": "tpl_soc2_quarterly",
    "priority": "high",
    "assigneeUserIds": ["u_jpw_7a29f1", "u_jpw_52be90"],
    "dueDate": "2026-03-31",
    "recurrence": {
      "frequency": "quarterly",
      "anchorDate": "2026-03-31",
      "timezone": "America/Chicago",
      "autoGenerateNext": true
    },
    "notes": "Scope includes access reviews and change management sampling.",
    "referenceId": "grc-ctrl-CR-2026Q1"
  }'

Example response

{
  "jobId": "job_a39102",
  "status": "open",
  "createdAt": "2026-01-21T10:03:11Z",
  "firstOccurrenceDueDate": "2026-03-31",
  "taskCount": 18
}

Tasks

PATCH /jobs/{jobId}/tasks/{taskId}: Update task status, due dates, assignees, and attach evidence.

curl --request PATCH \
  --url https://api.supergood.ai/integrations/<integration_id>/jobs/job_a39102/tasks/tsk_7c3d21 \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "status": "in_progress",
    "dueDate": "2026-02-03",
    "assignedToUserId": "u_jpw_52be90",
    "percentComplete": 40,
    "addComment": "Waiting on access review export from IAM.",
    "attachments": [
      {"fileName": "change_log_q1.csv", "uploadToken": "upl_08ab73"}
    ],
    "labels": ["evidence", "control-CR-1"]
  }'

Example response

{
  "taskId": "tsk_7c3d21",
  "status": "in_progress",
  "dueDate": "2026-02-03",
  "percentComplete": 40,
  "updatedAt": "2026-01-22T08:15:12Z"
}

Workload & Deadlines

GET /reports/workload: Retrieve workload and upcoming deadlines by user/team to drive SLA monitoring and capacity planning.

Query parameters

  • from, to: ISO 8601 dates defining the reporting window
  • groupBy: user | team
  • includeOverdue: boolean

Example response

{
  "window": {"from": "2026-02-01", "to": "2026-03-31"},
  "groupBy": "user",
  "items": [
    {
      "userId": "u_jpw_7a29f1",
      "userName": "Engagement Manager",
      "openJobs": 12,
      "openTasks": 46,
      "overdueTasks": 5,
      "upcomingDeadlines": [
        {"jobId": "job_a39102", "title": "Quarterly Compliance Review Q1 2026", "dueDate": "2026-03-31", "clientId": "cl_82af31"}
      ]
    }
  ]
}

Get full API Specs →

Technical Specifications

  • Authentication: Username/password with MFA (SMS, email, TOTP) and SSO/OAuth where enabled; supports service accounts or customer-managed credentials
  • Response format: JSON with consistent resource schemas and pagination across modules
  • Rate limits: Tuned for enterprise throughput while honoring customer entitlements and usage controls
  • Session management: Automatic reauth and cookie/session rotation with health checks
  • Data freshness: Near real-time retrieval of clients, jobs, tasks, templates, and deadlines
  • Security: Encrypted transport, scoped tokens, and audit logging; respects Jetpack Workflow role-based permissions
  • Webhooks: Optional asynchronous delivery for long-running workflows (e.g., job generation, deadline changes)

Performance Characteristics

  • Latency: Sub-second responses for list/detail queries under normal load
  • Throughput: Designed for high-volume client/job sync and task update processing
  • Reliability: Retry logic, backoff, and idempotency keys minimize duplicate actions
  • Adaptation: Continuous monitoring for UI/API changes with rapid adapter updates

Getting Started

  1. Schedule Integration Assessment

Book a 30-minute session to confirm your modules, licensing, and authentication model.

  1. Supergood Builds and Validates Your API

We deliver a hardened Jetpack Workflow adapter tailored to your workflows and entitlements.

  1. Deploy with Monitoring

Go live with continuous monitoring and automatic adjustments as Jetpack Workflow evolves.

Schedule Integration Call →

Frequently Asked Questions

Q: Which Jetpack Workflow modules can this integration cover?

Supergood supports workflows across commonly used modules such as Clients, Jobs/Engagements, Tasks/Checklists, Templates/Recurrence, and Reporting/Deadlines, subject to your licensing and entitlements. We scope coverage during integration assessment.

Q: How are MFA and SSO handled for automation?

We support username/password + MFA (SMS, email, TOTP) and can operate behind SSO/OAuth when enabled. Sessions are refreshed automatically with secure challenge handling.

Q: Can you mirror recurring jobs and due dates to our compliance calendar?

Yes. We model recurrence anchors, offsets, and next-run logic explicitly and can push updates both ways while complying with rate and permission constraints.

Q: Do you support uploading evidence and documents to tasks?

Yes. We support signed uploads with checksum validation and time-limited URLs. Evidence attachments are associated to tasks with labels and metadata for audit trails.

Ready to automate your Jetpack Workflow workflows?

Supergood can have your Jetpack Workflow integration live in days with no ongoing engineering maintenance.

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