Airtable + Keeper
Update and manage records in Airtable when client properties change in Keeper
Keep your Airtable records up-to-date with this helpful workflow. When changes happen to client properties within the Keeper app, the updates are swiftly reflected in Airtable. This automation facilitates efficient data management, helping you to stay organized and save time. Enhance your productivity by ensuring your Airtable records always reflect the latest client information from Keeper.
Keep your Airtable records up-to-date with this helpful workflow. When changes happen to client properties within the Keeper app, the updates are swiftly reflected in Airtable. This automation facilitates efficient data management, helping you to stay organized and save time. Enhance your productivity by ensuring your Airtable records always reflect the latest client information from Keeper.
- When this happens...Client Properties Update
Triggers when client properties are modified.
- automatically do this!Create or Update Record
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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.
