Keeper + Slack

Update Slack channel messages when new status updates occur in Keeper

Implement a seamless workflow between your Keeper and Slack apps. With this setup, every time there's a status update in Keeper, a channel message is sent in Slack. Enhance the productivity of your team by ensuring that everyone is up-to-date with the latest changes without manual intervention. Experience coordinated task management effectively.

Implement a seamless workflow between your Keeper and Slack apps. With this setup, every time there's a status update in Keeper, a channel message is sent in Slack. Enhance the productivity of your team by ensuring that everyone is up-to-date with the latest changes without manual intervention. Experience coordinated task management effectively.

  1. When this happens...
    KeeperKeeper
    Close Status Update

    Triggers when the status of a close is modified.

    TriggerInstant
  2. automatically do this!
    SlackSlack
    Send Channel Message

    Triggers when a new message is posted to a specific #channel you choose.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Keeper triggers, actions, and search

    Client Properties Update

    Triggers when client properties are modified.

    Trigger
    Instant
    Try It
  • Keeper triggers, actions, and search

    Task Status Update

    Triggers when the status of a task is modified.

    Trigger
    Instant
    Try It
    • Client NameRequired

    Action
    Write
  • Keeper triggers, actions, and search

    Get Property Columns

    Get available properties for your practice in Keeper.

    Action
    Write
  • Keeper triggers, actions, and search

    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
keeper logo
keeper logo

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

Related categories

  • Business Intelligence
slack logo
slack logo

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
Learn more

Related categories

  • Team Chat

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