Keeper Integrations

Keeper Help & Support

Do more with Keeper integrations

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Quickly automate Keeper integrations with Zapier's templates

Create Keeper clients and apply templates from newly accepted Ignition proposals
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Ignition + Keeper
Create tasks in Keeper from new flagged emails in Microsoft Outlook
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Microsoft Outlook + Keeper
Update Slack channel messages when new status updates occur in Keeper
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Keeper + Slack
Create new Keeper clients from updated HubSpot deal stages
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HubSpot + Keeper

Create Keeper clients from newly accepted Ignition proposals
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Ignition + Keeper

Create new Keeper clients when pipeline stages change in LeadConnector
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LeadConnector + Keeper

Create Keeper clients and apply templates from newly accepted Ignition proposals

Details

Try it

Ignition + Keeper

Create tasks in Keeper from new flagged emails in Microsoft Outlook

Details

Try it

Microsoft Outlook + Keeper

Update Slack channel messages when new status updates occur in Keeper

Details

Try it

Keeper + Slack

Create new Keeper clients from updated HubSpot deal stages

Details

Try it

HubSpot + Keeper

Create Keeper clients from newly accepted Ignition proposals

Details

Try it

Ignition + Keeper

Create new Keeper clients when pipeline stages change in LeadConnector

Details

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LeadConnector + Keeper

Supported triggers and actions

What does this mean?

Client Properties Update
Triggers when client properties are modified.
Trigger
Instant
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Task Status Update
Triggers when the status of a task is modified.
Trigger
Instant
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- Client NameRequired
Action
Write
Get Property Columns
Get available properties for your practice in Keeper.
Action
Write
- Client IDRequired
- Template IDRequired
Action
Write

Update Properties
Update properties for a specific client in Keeper.
Action
Write

Close Status Update
Triggers when the status of a close is modified.
Trigger
Instant
Try It
- Contact EmailRequired
Action
Write
- Client IDRequired
- EmailRequired
- Phone Number
- First NameRequired
- Last Name
- Grant Financial Access
Action
Write
- Client IDRequired
- Task NameRequired
- Due Date
- Priority
Action
Write
Get Templates
Get project templates for your practice in Keeper.
Action
Write
- Cliend IDRequired
Action
Search

About Keeper

Keeper is an app to run your bookkeeping business: communicate with clients, catch coding errors, track KPIs, and manage your work.

Learn more Help

Related categories

Business Intelligence

Keeper Integrations

Keeper Help & Support

Do more with Keeper integrations

Ignition

Google Sheets

Dubsado

Slack

Anchor

Microsoft Outlook

Gmail

Chargebee

LeadConnector

Ignition

Google Sheets

Dubsado

Slack

Anchor

Microsoft Outlook

Ignition

Google Sheets

Dubsado

Slack

Anchor

Microsoft Outlook

Gmail

Chargebee

LeadConnector

Create Keeper clients and apply templates from newly accepted Ignition proposals

Create tasks in Keeper from new flagged emails in Microsoft Outlook

Update Slack channel messages when new status updates occur in Keeper

Create new Keeper clients from updated HubSpot deal stages

Create Keeper clients from newly accepted Ignition proposals

Create new Keeper clients when pipeline stages change in LeadConnector

Create Keeper clients and apply templates from newly accepted Ignition proposals

Create tasks in Keeper from new flagged emails in Microsoft Outlook

Update Slack channel messages when new status updates occur in Keeper

Create new Keeper clients from updated HubSpot deal stages

Create Keeper clients from newly accepted Ignition proposals

Create new Keeper clients when pipeline stages change in LeadConnector

Client Properties Update

Task Status Update

Create Client

Get Property Columns

Add Template to Client

Update Properties

Close Status Update

Lookup Client by Email

Create Contact

Phone Number

Last Name

Grant Financial Access

Create Task

Due Date

Priority

Get Templates

Get Client Properties

About Keeper

Related categories

Popular Keeper Integrations

Popular Keeper Integrations