Create integrations between Keeper and Discord to automate any workflow
Quickly automate workflows with Keeper and Discord using Zapier's templates.
Our most popular template
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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.
Try It - Task Status Update
Triggers when the status of a task is modified.
Try It - Create Client
Creates a new client in Keeper.
- Client NameRequired
- Get Property Columns
Get available properties for your practice in Keeper.
- Close Status Update
Triggers when the status of a close is modified.
Try It - Lookup Client by Email
Search for clients by contact email address.
- Contact EmailRequired
- Create Contact
Creates a new contact for a client in Keeper.
- Client IDRequired
- Contact EmailRequired
- Phone Number
- First NameRequired
- Last Name
- Grant Financial Access
- Create Task
Creates a new task for a client in Keeper.
- Client IDRequired
- Client NameRequired
- Due Date
- Priority