Keeper + Smartsheet
Update Smartsheet rows for each client properties update in Keeper
Stay on top of your client properties with this efficient workflow. Each time there's an update to client properties in your Keeper app, this workflow ensures that these changes reflect in the Smartsheet app by updating a new row. Say goodbye to manual data entry, as this automation provides an accurate and timely way to monitor changes to your client data. Enhance your data management strategy while saving time and minimizing errors.
Stay on top of your client properties with this efficient workflow. Each time there's an update to client properties in your Keeper app, this workflow ensures that these changes reflect in the Smartsheet app by updating a new row. Say goodbye to manual data entry, as this automation provides an accurate and timely way to monitor changes to your client data. Enhance your data management strategy while saving time and minimizing errors.
- When this happens...Client Properties Update
Triggers when client properties are modified.
- automatically do this!New Row Update
Update an existing row with new values. Requires a row ID.
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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
