Keeper + Motion
Update project creation in Motion with new status updates in Keeper
Stay on top of your project management with this efficient workflow. When a status update occurs in Keeper, a new project will be instantly set up in Motion. This seamless connection eliminates manual data entry and ensures that your projects within Motion are always up to date with the latest status updates from Keeper. Enhance your productivity and keep your work streamlined with this automation.
Stay on top of your project management with this efficient workflow. When a status update occurs in Keeper, a new project will be instantly set up in Motion. This seamless connection eliminates manual data entry and ensures that your projects within Motion are always up to date with the latest status updates from Keeper. Enhance your productivity and keep your work streamlined with this automation.
- When this happens...Close Status Update
Triggers when the status of a close is modified.
- automatically do this!Create Project
Creates a new Motion Project
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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