Keeper + Zapier Tables
Update Zapier Tables records when client properties update in Keeper
Stay organized and updated effortlessly with this Keeper and Zapier Tables workflow. This system springs into action when there are alterations in client properties in the Keeper app, leading to the creation of a record in the Zapier Tables app. This automation ensures you have the latest client information in your records, saving time and improving accuracy in your business processes.
Stay organized and updated effortlessly with this Keeper and Zapier Tables workflow. This system springs into action when there are alterations in client properties in the Keeper app, leading to the creation of a record in the Zapier Tables app. This automation ensures you have the latest client information in your records, saving time and improving accuracy in your business processes.
- When this happens...Client Properties Update
Triggers when client properties are modified.
- automatically do this!Create Record
Creates a new record on a table.
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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