Connect Keeper and Microsoft Outlook to unlock the power of automation
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Set up your first integration
Quickly connect Keeper to Microsoft Outlook with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Keeper with Microsoft Outlook - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Client Properties Update" from Keeper.
Add your action
An action happens after the trigger—such as "Add Attendees to Calendar Event" in Microsoft Outlook.
You’re connected!
Zapier seamlessly connects Keeper and Microsoft Outlook, automating your workflow.
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.
Try ItTriggerInstant - Task Status Update
Triggers when the status of a task is modified.
Try ItTriggerInstant - Client nameRequired
- Workflow type
ActionWrite- Client IDRequired
- Template IDRequired
- Should publish?Required
ActionWrite
- Close Status Update
Triggers when the status of a close is modified.
Try ItTriggerInstant - Contact EmailRequired
ActionWrite- Client IDRequired
- EmailRequired
- Phone Number
- First NameRequired
- Last Name
- Grant Financial Access
ActionWrite- Get Property Columns
Get available properties for your practice in Keeper.
ActionWrite
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Connect Keeper and Microsoft Outlook to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Learn how to automate Microsoft Outlook on the Zapier blog
Frequently Asked Questions about Keeper + Microsoft Outlook integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Keeper and Microsoft Outlook
How can I integrate Keeper with Microsoft Outlook?
You can integrate Keeper with Microsoft Outlook using our automation platform. By connecting the two, you can streamline tasks such as automatically creating a new Keeper record when specific emails arrive in your Outlook inbox.
What triggers are available for Keeper and Microsoft Outlook integration?
For the integration, you can use triggers such as 'New Email Received' in Outlook. This trigger allows actions like creating or updating records in Keeper when an email meeting specified conditions arrives.
Can I create a Keeper record from an email attachment in Outlook?
Yes, by setting up a workflow where an email with attachments triggers the creation of a new record in Keeper, you can efficiently manage document storage and organization.
Is it possible to update existing Keeper records based on incoming emails?
Absolutely. By utilizing the 'Update Record' action, you can modify existing records in Keeper whenever an email fitting certain criteria is received by your Microsoft Outlook account.
How do I set up a reminder in Keeper based on calendar events from Outlook?
To set this up, create a trigger for 'New Calendar Event Created' in Outlook and connect it with an action that sets a reminder or note in your Keeper account.
Are there any limitations when integrating Keeper with Microsoft Outlook?
While we strive to offer seamless integration, some limitations might include restrictions on certain types of attachments or conditional filtering available for email-based triggers. Reviewing our detailed documentation will provide further clarity.
Can I automate task management between Microsoft Outlook and Keeper?
Yes, tasks can be automated by setting up workflows where tasks created in one application automatically trigger updates or new tasks/events in the other application.
