Keeper + Microsoft Teams
Send channel messages in Microsoft Teams for updated status updates in Keeper
Stay in sync with your team on Microsoft Teams whenever a status update happens in Keeper. This workflow initiates communication, sending a channel message within Microsoft Teams to keep everyone apprised. It ensures everyone stays informed about important changes, improving collaboration and avoiding miscommunication or delay.
Stay in sync with your team on Microsoft Teams whenever a status update happens in Keeper. This workflow initiates communication, sending a channel message within Microsoft Teams to keep everyone apprised. It ensures everyone stays informed about important changes, improving collaboration and avoiding miscommunication or delay.
- When this happens...Close Status Update
Triggers when the status of a close is modified.
- automatically do this!Send Channel Message
Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.
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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
