Akiflow + Keeper
Create tasks in Akiflow for updated status updates in Keeper
Enhance your productivity by linking the Keeper and Akiflow apps. With this workflow, every time there is a status update in the Keeper app, a task is immediately created in the Akiflow app. This seamless connectivity keeps your projects on schedule and promotes better task management, providing a clear, efficient solution to managing your priorities.
Enhance your productivity by linking the Keeper and Akiflow apps. With this workflow, every time there is a status update in the Keeper app, a task is immediately created in the Akiflow app. This seamless connectivity keeps your projects on schedule and promotes better task management, providing a clear, efficient solution to managing your priorities.
- When this happens...Close Status Update
Triggers when the status of a close is modified.
- automatically do this!Create Task
Create a task in Akiflow
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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.