Email by Zapier + Keeper
Update Keeper tasks status and trigger outbound emails via Email by Zapier
Manage your tasks efficiently by bringing the power of automation into your workflows. With this streamlined process, a task status update in Keeper kickstarts an outbound email via Email by Zapier, reducing the time spent on manual updates. Watch as your productivity increases and you stay informed about task updates without breaking a sweat.
Manage your tasks efficiently by bringing the power of automation into your workflows. With this streamlined process, a task status update in Keeper kickstarts an outbound email via Email by Zapier, reducing the time spent on manual updates. Watch as your productivity increases and you stay informed about task updates without breaking a sweat.
- When this happens...Task Status Update
Triggers when the status of a task is modified.
- automatically do this!Send Outbound Email
Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom zapiermail.com address.
- Free forever for core features
- 14 day trial for premium features & apps
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
Get Property Columns
Get available properties for your practice in Keeper.
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
Client IDRequired
Task NameRequired
Due Date
Priority