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.

  1. When this happens...
    KeeperKeeper
    Close Status Update

    Triggers when the status of a close is modified.

    TriggerInstant
  2. automatically do this!
    SlackSlack
    Send Channel Message

    Triggers when a new message is posted to a specific #channel you choose.

    ActionWrite
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Supported triggers and actions

  • Keeper triggers, actions, and search

    Close Status Update

    Triggers when the status of a close is modified.

    Trigger
    Instant
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    • Contact EmailRequired

    Action
    Write
    • Client IDRequired

    • EmailRequired

    • Phone Number

    • First NameRequired

    • Last Name

    • Grant Financial Access

    Action
    Write
  • Keeper triggers, actions, and search

    Get Property Columns

    Get available properties for your practice in Keeper.

    Action
    Write
keeper logo
keeper logo

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
slack logo
slack logo

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
Learn more

Related categories

  • Team Chat

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