Keeper + Microsoft Outlook
Update task statuses in Keeper and send emails in Microsoft Outlook
Enjoy improved task management and more efficient team communication with this workflow. When a task status is updated in Keeper, an email is immediately sent in Microsoft Outlook. This not only keeps your team up-to-date with your progress, but also promotes seamless communication. Experience the ease of automation and better collaboration with this workflow.
Enjoy improved task management and more efficient team communication with this workflow. When a task status is updated in Keeper, an email is immediately sent in Microsoft Outlook. This not only keeps your team up-to-date with your progress, but also promotes seamless communication. Experience the ease of automation and better collaboration with this workflow.
- When this happens...Task Status Update
Triggers when the status of a task is modified.
- automatically do this!Send Email
Send an email from your Outlook account.
- 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
