Keeper + Slack
Update Slack channel messages when new status updates occur in Keeper
Implement a seamless workflow between your Keeper and Slack apps. With this setup, every time there's a status update in Keeper, a channel message is sent in Slack. Enhance the productivity of your team by ensuring that everyone is up-to-date with the latest changes without manual intervention. Experience coordinated task management effectively.
Implement a seamless workflow between your Keeper and Slack apps. With this setup, every time there's a status update in Keeper, a channel message is sent in Slack. Enhance the productivity of your team by ensuring that everyone is up-to-date with the latest changes without manual intervention. Experience coordinated task management effectively.
- When this happens...Close Status Update
Triggers when the status of a close is modified.
- automatically do this!Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
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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
