Put Botkeeper to work with AI and enterprise-grade automation
Automate smarter with Botkeeper and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 8,000+ apps, 450+ AI tools
- Free tier available
Or pick an app to pair with
Join millions worldwide who automate their work using Zapier
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Client Name Search (Optional)
- ClientRequired
- Client Folder
- Include SubfoldersRequired
- Uploaded SinceRequired
 Try ItTriggerPolling
- Client NameRequired
- DBA NameRequired
- Client Point of Contact Email AddressRequired
- Primary IndustryRequired
- Secondary IndustryRequired
- Accounting SoftwareRequired
- Firm Name Search (Optional)
- FirmRequired
- Accepting TermsRequired
 ActionWrite
- Client Name Search (Optional)
- ClientRequired
- Client Email AddressRequired
- User RoleRequired
 ActionWrite
- Assignee Email
- Task Name
- Firm Name Search (Optional)
- Firm
- Client Name Search (Optional)
- Client
- Status
 ActionSearch
- Assignee Email
- Task Name
- Firm Name Search (Optional)
- Firm
- Client Name Search (Optional)
- Client
- Status
- Created or Updated SinceRequired
 Try ItTriggerPolling
- Client Name Search (Optional)
- ClientRequired
- User Name or Email Search (Optional)
- Assignee EmailRequired
- Task NameRequired
- Instructions
- Days Till DueRequired
 ActionWrite
- Firm Name Search (Optional)
- Firm Id
- Client Name
 ActionSearch
- Client Name Search (Optional)
- Client Id
- User Name or EmailRequired
 ActionSearch
Related categories

























