Keeper + Motion
Update task status in Keeper to create new tasks in Motion
Improve your task management flow with this seamless automation. Whenever a task status update occurs in Keeper, a corresponding task is generated in Motion. This workflow aids in maintaining consistent task updates across both Keeper and Motion, eliminating the need for manual changes. Benefit from heightened productivity and significant time-saving with this set-up.
Improve your task management flow with this seamless automation. Whenever a task status update occurs in Keeper, a corresponding task is generated in Motion. This workflow aids in maintaining consistent task updates across both Keeper and Motion, eliminating the need for manual changes. Benefit from heightened productivity and significant time-saving with this set-up.
- When this happens...Task Status Update
Triggers when the status of a task is modified.
- automatically do this!Create Task
Creates a new Motion Task
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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