Put Botkeeper to work with AI and enterprise-grade automation
Automate smarter with Botkeeper and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 9,000+ apps, 450+ AI tools
- Free tier available
Or pick an app to pair with
Dropbox
File Management & Storage
Slack
Team Chat
HubSpot
Marketing Automation
Airtable
Databases
monday.com
Project Management
Asana
Project Management
ClickUp
Project Management
ActiveCampaign
Marketing Automation
Microsoft Excel
Microsoft, Spreadsheets
Dropbox
File Management & Storage
Slack
Team Chat
HubSpot
Marketing Automation
Airtable
Databases
monday.com
Project Management
Asana
Project Management
Dropbox
File Management & Storage
Slack
Team Chat
HubSpot
Marketing Automation
Airtable
Databases
monday.com
Project Management
Asana
Project Management
ClickUp
Project Management
ActiveCampaign
Marketing Automation
Microsoft Excel
Microsoft, Spreadsheets
Join millions worldwide who automate their work using Zapier
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 Name Search (Optional)
- ClientRequired
- Client Folder
- Include SubfoldersRequired
- Uploaded SinceRequired
Try ItTriggerPolling- Client NameRequired
- DBA NameRequired
- Client Point of Contact Email AddressRequired
- Primary IndustryRequired
- Secondary IndustryRequired
- Accounting SoftwareRequired
- Firm Name Search (Optional)
- FirmRequired
- Accepting TermsRequired
ActionWrite- Client Name Search (Optional)
- ClientRequired
- Client Email AddressRequired
- User RoleRequired
ActionWrite- Assignee Email
- Task Name
- Firm Name Search (Optional)
- Firm
- Client Name Search (Optional)
- Client
- Status
ActionSearch
- Assignee Email
- Task Name
- Firm Name Search (Optional)
- Firm
- Client Name Search (Optional)
- Client
- Status
- Created or Updated SinceRequired
Try ItTriggerPolling- Client Name Search (Optional)
- ClientRequired
- User Name or Email Search (Optional)
- Assignee EmailRequired
- Task NameRequired
- Instructions
- Days Till DueRequired
ActionWrite- Firm Name Search (Optional)
- Firm Id
- Client Name
ActionSearch- Client Name Search (Optional)
- Client Id
- User Name or EmailRequired
ActionSearch
For builders
Let your AI safely access Botkeeper
Go beyond Zap workflows. Install Zapier in your AI to call Botkeeper actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in Botkeeper from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose Botkeeper actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a Botkeeper connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "botkeeper", owner: "me" });
await zapier.runAction({
app: 'botkeeper',
action: 'createClient',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
Related categories