Keeper Integrations

Name: Zapier
Availability: InStock

Do more with Keeper integrations

Zapier lets you connect Keeper with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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Or pick an app to pair with

GoProposal

Proposal & Invoice Management

Jotform

Forms & Surveys

Google Sheets

Google, Spreadsheets

Ignition

Proposal & Invoice Management

Slack

Team Chat

Google Tasks

Google, Task Management

Anchor

Proposal & Invoice Management

Calendly

Scheduling & Booking

Salesforce

CRM (Customer Relationship Management)

GoProposal

Proposal & Invoice Management

Jotform

Forms & Surveys

Google Sheets

Google, Spreadsheets

Ignition

Proposal & Invoice Management

Slack

Team Chat

Google Tasks

Google, Task Management

GoProposal

Proposal & Invoice Management

Jotform

Forms & Surveys

Google Sheets

Google, Spreadsheets

Ignition

Proposal & Invoice Management

Slack

Team Chat

Google Tasks

Google, Task Management

Anchor

Proposal & Invoice Management

Calendly

Scheduling & Booking

Salesforce

CRM (Customer Relationship Management)

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Keeper integrations with Zapier's templates

Create Keeper clients and apply templates from newly accepted Ignition proposals
Details
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Ignition + Keeper
Update Slack channel messages when new status updates occur in Keeper
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Keeper + Slack
Create tasks in Keeper from new flagged emails in Microsoft Outlook
Details
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Microsoft Outlook + Keeper
Create tasks in Keeper from newly-labeled emails in Gmail
Details
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Gmail + Keeper
Create Keeper clients from newly accepted Ignition proposals
Details
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Ignition + Keeper
Create new Keeper clients from added Google Sheets rows in team drive
Details
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Google Sheets + Keeper

Create Keeper clients and apply templates from newly accepted Ignition proposals

Details

Try it

Ignition + Keeper

Update Slack channel messages when new status updates occur in Keeper

Details

Try it

Keeper + Slack

Create tasks in Keeper from new flagged emails in Microsoft Outlook

Details

Try it

Microsoft Outlook + Keeper

Create tasks in Keeper from newly-labeled emails in Gmail

Details

Try it

Gmail + Keeper

Create Keeper clients from newly accepted Ignition proposals

Details

Try it

Ignition + Keeper

Create new Keeper clients from added Google Sheets rows in team drive

Details

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Google Sheets + Keeper

Create Keeper clients when new Quotient quotes are accepted

Details

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Quotient + Keeper

Update Keeper properties with new or updated rows from Google Sheets

Details

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Google Sheets + Keeper

Manage new HoneyBook projects by creating clients in Keeper

Details

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HoneyBook + Keeper

Update and add templates in Keeper when client properties change

Details

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Keeper

Create clients in Keeper from new contacts in Xero

Details

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Xero + Keeper

Create Keeper contacts from new Xero contacts

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Xero + Keeper

Create Keeper clients when new Quotient quotes are accepted
Details
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Quotient + Keeper
Update Keeper properties with new or updated rows from Google Sheets
Details
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Google Sheets + Keeper
Manage new HoneyBook projects by creating clients in Keeper
Details
Try it
HoneyBook + Keeper
Update and add templates in Keeper when client properties change
Details
Try it
Keeper
Create clients in Keeper from new contacts in Xero
Premium
Details
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Xero + Keeper
Create Keeper contacts from new Xero contacts
Premium
Details
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Xero + Keeper

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Client Properties Update
Triggers when client properties are modified.
Trigger
Instant
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Task Status Update
Triggers when the status of a task is modified.
Trigger
Instant
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- Client name
  Required
- Workflow type
Action
Write
- Client ID
  Required
- Template ID
  Required
- Should publish?
  Required
Action
Write
- Client ID
  Required
- Client name
  Required
- Due Date
- Priority
Action
Write

Get Templates
Get project templates for your practice in Keeper.
Action
Write
- Client ID
  Required
Action
Search

Close Status Update
Triggers when the status of a close is modified.
Trigger
Instant
Try It
- Contact Email
  Required
Action
Write
- Client ID
  Required
- Contact Email
  Required
- Phone Number
- First Name
  Required
- Last Name
- Grant Financial Access
Action
Write
Get Property Columns
Get available properties for your practice in Keeper.
Action
Write
- Client ID
  Required
- Template ID
  Required
Action
Write
Update Properties
Update properties for a specific client in Keeper.
Action
Write

Keeper Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Keeper

Keeper is an app to run your bookkeeping business: communicate with clients, catch coding errors, track KPIs, and manage your work.

HelpHelp

Related categories

Business Intelligence

Keeper Integrations

Do more with Keeper integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Keeper integrations with Zapier's templates

Create Keeper clients and apply templates from newly accepted Ignition proposals

Update Slack channel messages when new status updates occur in Keeper

Create tasks in Keeper from new flagged emails in Microsoft Outlook

Create tasks in Keeper from newly-labeled emails in Gmail

Create Keeper clients from newly accepted Ignition proposals

Create new Keeper clients from added Google Sheets rows in team drive

Create Keeper clients and apply templates from newly accepted Ignition proposals

Update Slack channel messages when new status updates occur in Keeper

Create tasks in Keeper from new flagged emails in Microsoft Outlook

Create tasks in Keeper from newly-labeled emails in Gmail

Create Keeper clients from newly accepted Ignition proposals

Create new Keeper clients from added Google Sheets rows in team drive

Create Keeper clients when new Quotient quotes are accepted

Update Keeper properties with new or updated rows from Google Sheets

Manage new HoneyBook projects by creating clients in Keeper

Update and add templates in Keeper when client properties change

Create clients in Keeper from new contacts in Xero

Create Keeper contacts from new Xero contacts

Create Keeper clients when new Quotient quotes are accepted

Update Keeper properties with new or updated rows from Google Sheets

Manage new HoneyBook projects by creating clients in Keeper

Update and add templates in Keeper when client properties change

Create clients in Keeper from new contacts in Xero

Create Keeper contacts from new Xero contacts

Supported triggers and actions

Keeper Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Keeper Integrations

Popular Keeper Integrations

Keeper Integrations

Do more with Keeper integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create Keeper clients and apply templates from newly accepted Ignition proposals

Update Slack channel messages when new status updates occur in Keeper

Create tasks in Keeper from new flagged emails in Microsoft Outlook

Create tasks in Keeper from newly-labeled emails in Gmail

Create Keeper clients from newly accepted Ignition proposals

Create new Keeper clients from added Google Sheets rows in team drive

Create Keeper clients and apply templates from newly accepted Ignition proposals

Update Slack channel messages when new status updates occur in Keeper

Create tasks in Keeper from new flagged emails in Microsoft Outlook

Create tasks in Keeper from newly-labeled emails in Gmail

Create Keeper clients from newly accepted Ignition proposals

Create new Keeper clients from added Google Sheets rows in team drive

Create Keeper clients when new Quotient quotes are accepted

Update Keeper properties with new or updated rows from Google Sheets

Manage new HoneyBook projects by creating clients in Keeper

Update and add templates in Keeper when client properties change

Create clients in Keeper from new contacts in Xero

Create Keeper contacts from new Xero contacts

Create Keeper clients when new Quotient quotes are accepted

Update Keeper properties with new or updated rows from Google Sheets

Manage new HoneyBook projects by creating clients in Keeper

Update and add templates in Keeper when client properties change

Create clients in Keeper from new contacts in Xero

Create Keeper contacts from new Xero contacts

Keeper Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Keeper Integrations

Popular Keeper Integrations

Connect Your App Accounts to Zapier