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
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.