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How Zapier works
Zapier makes it easy to integrate Keeper with Timely Time Tracking - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Client Properties Update" from Keeper.
Add your action
An action happens after the trigger—such as "Create Client" in Timely Time Tracking.
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Zapier seamlessly connects Keeper and Timely Time Tracking, automating your workflow.
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Supported triggers and actions
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 ItTriggerInstant - Task Status Update
Triggers when the status of a task is modified.
Try ItTriggerInstant - Client NameRequired
ActionWrite- Get Property Columns
Get available properties for your practice in Keeper.
ActionWrite
- Close Status Update
Triggers when the status of a close is modified.
Try ItTriggerInstant - Contact EmailRequired
ActionWrite- Client IDRequired
- Contact EmailRequired
- Phone Number
- First NameRequired
- Last Name
- Grant Financial Access
ActionWrite- Client IDRequired
- Client NameRequired
- Due Date
- Priority
ActionWrite