Google Sheets + Keeper
Create Google Sheets rows from new Keeper status updates
Manage your Keeper updates efficiently with this straightforward workflow. When a Close Status Update occurs in Keeper, a new row is promptly added to your specified Google Sheets document. This workflow saves valuable time and ensures each Keeper update is accurately recorded for future reference, enhancing productivity. You'll maintain a thorough record of all status changes and never miss an important update.
Manage your Keeper updates efficiently with this straightforward workflow. When a Close Status Update occurs in Keeper, a new row is promptly added to your specified Google Sheets document. This workflow saves valuable time and ensures each Keeper update is accurately recorded for future reference, enhancing productivity. You'll maintain a thorough record of all status changes and never miss an important update.
- When this happens...Close Status Update
Triggers when the status of a close is modified.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
- 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
