Keeper Integrations

Business Intelligence

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Notion

Task Management

Google Sheets

Google, Spreadsheets

Webhooks by Zapier

Developer Tools, Zapier

Filter by Zapier

Developer Tools, Zapier

Slack

Team Chat

Motion

Project Management

Gmail

Email, Google

Salesforce

CRM (Customer Relationship Management)

Dubsado

CRM (Customer Relationship Management)

Notion

Task Management

Google Sheets

Google, Spreadsheets

Webhooks by Zapier

Developer Tools, Zapier

Filter by Zapier

Developer Tools, Zapier

Slack

Team Chat

Motion

Project Management

Notion

Task Management

Google Sheets

Google, Spreadsheets

Webhooks by Zapier

Developer Tools, Zapier

Filter by Zapier

Developer Tools, Zapier

Slack

Team Chat

Motion

Project Management

Gmail

Email, Google

Salesforce

CRM (Customer Relationship Management)

Dubsado

CRM (Customer Relationship Management)

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Quickly automate Keeper integrations with Zapier's templates

Create Keeper clients and apply templates from newly accepted Ignition proposals
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Ignition + Keeper
Create Keeper clients from newly accepted Ignition proposals
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Ignition + Keeper
Update Slack channel messages when new status updates occur in Keeper
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Keeper + Slack
Manage new HoneyBook projects by creating clients in Keeper
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HoneyBook + Keeper
Create tasks in Keeper from newly-labeled emails in Gmail
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Gmail + Keeper
Create new Keeper clients from added Google Sheets rows in team drive
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Google Sheets + Keeper

Create Keeper clients and apply templates from newly accepted Ignition proposals

Ignition + Keeper

Create Keeper clients from newly accepted Ignition proposals

Ignition + Keeper

Update Slack channel messages when new status updates occur in Keeper

Keeper + Slack

Manage new HoneyBook projects by creating clients in Keeper

HoneyBook + Keeper

Create tasks in Keeper from newly-labeled emails in Gmail

Gmail + Keeper

Create new Keeper clients from added Google Sheets rows in team drive

Google Sheets + Keeper

Supported triggers and actions

What does this mean?

Client Properties Update
Triggers when client properties are modified.
Trigger
Instant
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Task Status Update
Triggers when the status of a task is modified.
Trigger
Instant
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- Client NameRequired
Action
Write
Get Property Columns
Get available properties for your practice in Keeper.
Action
Write
- Client IDRequired
- Template IDRequired
Action
Write

Update Properties
Update properties for a specific client in Keeper.
Action
Write

Close Status Update
Triggers when the status of a close is modified.
Trigger
Instant
Try It
- Contact EmailRequired
Action
Write
- Client IDRequired
- EmailRequired
- Phone Number
- First NameRequired
- Last Name
- Grant Financial Access
Action
Write
- Client IDRequired
- Task NameRequired
- Due Date
- Priority
Action
Write
Get Templates
Get project templates for your practice in Keeper.
Action
Write
- Cliend IDRequired
Action
Search

About Keeper

Keeper is an app to run your bookkeeping business: communicate with clients, catch coding errors, track KPIs, and manage your work.

Related categories

Business Intelligence

Popular Keeper Integrations