Keeper + Motion
Create tasks in Motion for updated status updates in Keeper
Increase your productivity level by linking your Keeper app with Motion. Every time there's an update to your close status in Keeper, this workflow will create a new task in Motion. This process ensures that all critical updates are acted upon promptly, keeping your task list organized and your duties clear. Let this automated link between Keeper and Motion help you maintain an efficient process for managing your tasks.
Increase your productivity level by linking your Keeper app with Motion. Every time there's an update to your close status in Keeper, this workflow will create a new task in Motion. This process ensures that all critical updates are acted upon promptly, keeping your task list organized and your duties clear. Let this automated link between Keeper and Motion help you maintain an efficient process for managing your tasks.
- When this happens...Close Status Update
Triggers when the status of a close is modified.
- automatically do this!Create Task
Creates a new Motion Task
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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
Workflow type
Client IDRequired
Template IDRequired
Should publish?Required
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
Get Property Columns
Get available properties for your practice in Keeper.