Google Chat + Keeper
Create Google Chat messages from updated Keeper status updates
Keep your team notified about updates in Keeper. Whenever a status changes in Keeper, this workflow sends a message in Google Chat. It enables immediate communication about important shifts in Keeper, ensuring your team stays informed and can react promptly. This simple automation keeps everyone on the same page and enhances real-time collaborations.
Keep your team notified about updates in Keeper. Whenever a status changes in Keeper, this workflow sends a message in Google Chat. It enables immediate communication about important shifts in Keeper, ensuring your team stays informed and can react promptly. This simple automation keeps everyone on the same page and enhances real-time collaborations.
- When this happens...Close Status Update
Triggers when the status of a close is modified.
- automatically do this!Create Message
Create a message in Hangouts Chat.
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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.
