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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

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 "Create a Task" in Morgen.

You’re connected!

Zapier seamlessly connects Keeper and Morgen, 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.
Trigger
Instant
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Task Status Update
Triggers when the status of a task is modified.
Trigger
Instant
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- 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

Task Completed or Updated
Triggers when a task is updated or marked as done in Morgen.
Trigger
Instant
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- Task Title
  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
Task Created
Triggers when a new task is created in Morgen.
Trigger
Instant
Try It
- Task Title
  Required
- Task Notes
- Due Date
- Task Priority
- Task List Name
Action
Write
- Task Title
  Required
- Task Notes
- Due Date
- Task Priority
- Task List Name
Action
Search or write

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Keeper and Morgen 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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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Keeper to Morgen integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Keeper

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

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Business Intelligence

About Morgen

Morgen is an all-in-one app for your time management

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