Harvest + Keeper
Start timers in Harvest when status updates close in Keeper
When a status update happens in the Keeper app, start your timer in the Harvest app with this streamlined workflow. Useful for time-tracking, this automation helps maintain an accurate record of your work period, without the need for manual inputs or constant app-switching. Leverage this to stay focused on your tasks, improving productivity and efficiency.
When a status update happens in the Keeper app, start your timer in the Harvest app with this streamlined workflow. Useful for time-tracking, this automation helps maintain an accurate record of your work period, without the need for manual inputs or constant app-switching. Leverage this to stay focused on your tasks, improving productivity and efficiency.
- When this happens...Close Status Update
Triggers when the status of a close is modified.
- automatically do this!Start Timer
Creates and starts a timer for a given date
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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