Keeper + Slack
Find public channels in Slack when task status updates in Keeper
Stay updated about the progress in your tasks with this easy to use workflow. Whenever there's a task status update in Keeper, it will notify a public channel in Slack. This way, you can keep your team in the loop about project developments without manually updating them. Enjoy a streamlined communication process, enhancing productivity and collaboration across your workspace.
Stay updated about the progress in your tasks with this easy to use workflow. Whenever there's a task status update in Keeper, it will notify a public channel in Slack. This way, you can keep your team in the loop about project developments without manually updating them. Enjoy a streamlined communication process, enhancing productivity and collaboration across your workspace.
- When this happens...Task Status Update
Triggers when the status of a task is modified.
- automatically do this!
This action will find a public channel in Slack using either the channel's ID or name.
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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.
