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Email by Zapier + Keeper

Update Keeper tasks status and trigger outbound emails via Email by Zapier

Manage your tasks efficiently by bringing the power of automation into your workflows. With this streamlined process, a task status update in Keeper kickstarts an outbound email via Email by Zapier, reducing the time spent on manual updates. Watch as your productivity increases and you stay informed about task updates without breaking a sweat.

Manage your tasks efficiently by bringing the power of automation into your workflows. With this streamlined process, a task status update in Keeper kickstarts an outbound email via Email by Zapier, reducing the time spent on manual updates. Watch as your productivity increases and you stay informed about task updates without breaking a sweat.

  1. When this happens...
    KeeperKeeper
    Task Status Update

    Triggers when the status of a task is modified.

    TriggerInstant
  2. automatically do this!
    Email by ZapierEmail by Zapier
    Send Outbound Email

    Send an email from your own custom zapiermail.com address. Up to 10 emails sent per hour.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Keeper triggers, actions, and search

    Client Properties Update

    Triggers when client properties are modified.

    Trigger
    Instant
    Try It
  • Keeper triggers, actions, and search

    Task Status Update

    Triggers when the status of a task is modified.

    Trigger
    Instant
    Try It

    • Client NameRequired

    Action
    Write
  • Keeper triggers, actions, and search

    Get Property Columns

    Get available properties for your practice in Keeper.

    Action
    Write
  • Keeper triggers, actions, and search

    Close Status Update

    Triggers when the status of a close is modified.

    Trigger
    Instant
    Try It

    • Contact EmailRequired

    Action
    Write

    • Client IDRequired

    • EmailRequired

    • Phone Number

    • First NameRequired

    • Last Name

    • Grant Financial Access

    Action
    Write

    • Client IDRequired

    • Task NameRequired

    • Due Date

    • Priority

    Action
    Write
email logo
email logo

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!
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Related categories

  • Email
  • Zapier
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About Keeper

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

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