Keeper
Update and add templates in Keeper when client properties change
Effortlessly keep your Keeper app updated with this workflow. This process activates when changes are made to client properties within Keeper, prompting the addition of a template to the client profile in the app. This streamlined approach ensures all client data and templates are updated consistently, enhancing your efficiency and saving valuable time. It's a simple solution for maintaining accurate, up-to-date records within the Keeper app.
Effortlessly keep your Keeper app updated with this workflow. This process activates when changes are made to client properties within Keeper, prompting the addition of a template to the client profile in the app. This streamlined approach ensures all client data and templates are updated consistently, enhancing your efficiency and saving valuable time. It's a simple solution for maintaining accurate, up-to-date records within the Keeper app.
- When this happens...Client Properties Update
Triggers when client properties are modified.
- automatically do this!Add Template to Client
Add a template to the Client in Keeper.
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Client Properties Update
Triggers when client properties are modified.
Try ItTask Status Update
Triggers when the status of a task is modified.
Try ItClient 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 ItContact EmailRequired
Client IDRequired
EmailRequired
Phone Number
First NameRequired
Last Name
Grant Financial Access
Client IDRequired
Task NameRequired
Due Date
Priority