Keeper Integrations

Name: Zapier
Availability: InStock

Put Keeper to work with AI and enterprise-grade automation

Automate smarter with Keeper and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

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

Typeform

Forms & Surveys

Anchor

Proposal & Invoice Management

Salesforce

CRM (Customer Relationship Management)

Gmail

Email, Google

GoProposal

Proposal & Invoice Management

Calendly

Scheduling & Booking

Slack

Team Chat

ClickUp

Project Management

Asana

Project Management

Typeform

Forms & Surveys

Anchor

Proposal & Invoice Management

Salesforce

CRM (Customer Relationship Management)

Gmail

Email, Google

GoProposal

Proposal & Invoice Management

Calendly

Scheduling & Booking

Typeform

Forms & Surveys

Anchor

Proposal & Invoice Management

Salesforce

CRM (Customer Relationship Management)

Gmail

Email, Google

GoProposal

Proposal & Invoice Management

Calendly

Scheduling & Booking

Slack

Team Chat

ClickUp

Project Management

Asana

Project Management

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create Keeper clients and apply templates from newly accepted Ignition proposals
Details
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Ignition + Keeper
Update Slack channel messages when new status updates occur in Keeper
Details
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Keeper + Slack
Create tasks in Microsoft To Do when status updates close in Keeper
Details
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Keeper + Microsoft To Do
Create tasks in Keeper from newly-labeled emails in Gmail
Details
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Gmail + Keeper
Create Keeper clients from newly accepted Ignition proposals
Details
Try it
Ignition + Keeper
Create new Keeper clients from added Google Sheets rows in team drive
Details
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Google Sheets + Keeper

Create Keeper clients and apply templates from newly accepted Ignition proposals

Details

Try it

Ignition + Keeper

Update Slack channel messages when new status updates occur in Keeper

Details

Try it

Keeper + Slack

Create tasks in Microsoft To Do when status updates close in Keeper

Details

Try it

Keeper + Microsoft To Do

Create tasks in Keeper from newly-labeled emails in Gmail

Details

Try it

Gmail + Keeper

Create Keeper clients from newly accepted Ignition proposals

Details

Try it

Ignition + Keeper

Create new Keeper clients from added Google Sheets rows in team drive

Details

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Google Sheets + Keeper

Create Keeper clients when new Quotient quotes are accepted

Details

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Quotient + Keeper

Update Keeper properties with new or updated rows from Google Sheets

Details

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Google Sheets + Keeper

Manage new HoneyBook projects by creating clients in Keeper

Details

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HoneyBook + Keeper

Update and add templates in Keeper when client properties change

Details

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Keeper

Create clients in Keeper from new contacts in Xero

Details

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Xero + Keeper

Create Keeper contacts from new Xero contacts

Details

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Xero + Keeper

Create Keeper clients when new Quotient quotes are accepted
Details
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Quotient + Keeper
Update Keeper properties with new or updated rows from Google Sheets
Details
Try it
Google Sheets + Keeper
Manage new HoneyBook projects by creating clients in Keeper
Details
Try it
HoneyBook + Keeper
Update and add templates in Keeper when client properties change
Details
Try it
Keeper
Create clients in Keeper from new contacts in Xero
Premium
Details
Try it
Xero + Keeper
Create Keeper contacts from new Xero contacts
Premium
Details
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Xero + Keeper

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 Properties Update
Triggers when client properties are modified.
Trigger
Instant
Try It
Task Status Update
Triggers when the status of a task is modified.
Trigger
Instant
Try It
- Client name
  Required
- Workflow type
Action
Write
- Client ID
  Required
- Template ID
  Required
- Should publish?
  Required
Action
Write
- Client ID
  Required
- Task Name
  Required
- Due Date
- Priority
Action
Write

Get Templates
Get project templates for your practice in Keeper.
Action
Write
- Cliend ID
  Required
Action
Search

Close Status Update
Triggers when the status of a close is modified.
Trigger
Instant
Try It
- Contact Email
  Required
Action
Write
- Client ID
  Required
- Email
  Required
- Phone Number
- First Name
  Required
- Last Name
- Grant Financial Access
Action
Write
Get Property Columns
Get available properties for your practice in Keeper.
Action
Write
- Client ID
  Required
- Template ID
  Required
Action
Write
Update Properties
Update properties for a specific client in Keeper.
Action
Write

Keeper Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Keeper

Keeper is an app to run your bookkeeping business: communicate with clients, catch coding errors, track KPIs, and manage your work.

HelpHelp

Related categories

Business Intelligence

Keeper Integrations

Put Keeper to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create Keeper clients and apply templates from newly accepted Ignition proposals

Update Slack channel messages when new status updates occur in Keeper

Create tasks in Microsoft To Do when status updates close in Keeper

Create tasks in Keeper from newly-labeled emails in Gmail

Create Keeper clients from newly accepted Ignition proposals

Create new Keeper clients from added Google Sheets rows in team drive

Create Keeper clients and apply templates from newly accepted Ignition proposals

Update Slack channel messages when new status updates occur in Keeper

Create tasks in Microsoft To Do when status updates close in Keeper

Create tasks in Keeper from newly-labeled emails in Gmail

Create Keeper clients from newly accepted Ignition proposals

Create new Keeper clients from added Google Sheets rows in team drive

Create Keeper clients when new Quotient quotes are accepted

Update Keeper properties with new or updated rows from Google Sheets

Manage new HoneyBook projects by creating clients in Keeper

Update and add templates in Keeper when client properties change

Create clients in Keeper from new contacts in Xero

Create Keeper contacts from new Xero contacts

Create Keeper clients when new Quotient quotes are accepted

Update Keeper properties with new or updated rows from Google Sheets

Manage new HoneyBook projects by creating clients in Keeper

Update and add templates in Keeper when client properties change

Create clients in Keeper from new contacts in Xero

Create Keeper contacts from new Xero contacts

Supported triggers and actions

Keeper Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Keeper Integrations

Popular Keeper Integrations

Keeper Integrations

Put Keeper to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create Keeper clients and apply templates from newly accepted Ignition proposals

Update Slack channel messages when new status updates occur in Keeper

Create tasks in Microsoft To Do when status updates close in Keeper

Create tasks in Keeper from newly-labeled emails in Gmail

Create Keeper clients from newly accepted Ignition proposals

Create new Keeper clients from added Google Sheets rows in team drive

Create Keeper clients and apply templates from newly accepted Ignition proposals

Update Slack channel messages when new status updates occur in Keeper

Create tasks in Microsoft To Do when status updates close in Keeper

Create tasks in Keeper from newly-labeled emails in Gmail

Create Keeper clients from newly accepted Ignition proposals

Create new Keeper clients from added Google Sheets rows in team drive

Create Keeper clients when new Quotient quotes are accepted

Update Keeper properties with new or updated rows from Google Sheets

Manage new HoneyBook projects by creating clients in Keeper

Update and add templates in Keeper when client properties change

Create clients in Keeper from new contacts in Xero

Create Keeper contacts from new Xero contacts

Create Keeper clients when new Quotient quotes are accepted

Update Keeper properties with new or updated rows from Google Sheets

Manage new HoneyBook projects by creating clients in Keeper

Update and add templates in Keeper when client properties change

Create clients in Keeper from new contacts in Xero

Create Keeper contacts from new Xero contacts

Keeper Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Keeper Integrations

Popular Keeper Integrations

Connect Your App Accounts to Zapier