Zapier

heads up ! keeper docs is now deprecated, and this page is not maintained please visit keeper's help center at help keeper app for the latest docs and guides zapier lets you connect keeper to the other apps you use to run your business for example, you can use it to create new clients in keeper from signed proposals in ignition create new tasks in keeper from emails in your inbox to get started making zaps with keeper, check out zapier keeper video overview new signed proposals to new clients since we recorded the above video, we've added two steps you can take to further streamline the process of new client onboarding after creating a client, you can also create their associated contact and apply a new client onboarding template right from zapier so the basic three actions you can take after initiating the zap are create a new client create a new contact that's associated with that client apply a project template to that client for the project template's template id, you can find that by going to your project templates section and grabbing the id from the top right hand corner you can also use the special id "onboarding", which will automatically resolve to your new client onboarding project template email to keeper task for the email to keeper task zap, if you have contacts with access to multiple clients , you can use the code by zapier action to get the first client associated with that contact when setting that up, use the input data and code shown below heads up if you use gmail, keeper's gmail add in offers a more seamless experience than setting up a zap