Google Sheets + Keeper
Update Google Sheets rows with new Keeper task status updates
Easily manage your tasks with this streamlined workflow. When you update the status of a task in Keeper, this automation instantly adds a new row to your chosen Google Sheets spreadsheet. This keeps all your task updates organized in one place, saving you the trouble of manual entries. Stay organized and boost productivity with this efficient task management solution.
Easily manage your tasks with this streamlined workflow. When you update the status of a task in Keeper, this automation instantly adds a new row to your chosen Google Sheets spreadsheet. This keeps all your task updates organized in one place, saving you the trouble of manual entries. Stay organized and boost productivity with this efficient task management solution.
- When this happens...Task Status Update
Triggers when the status of a task is modified.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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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
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
