Zapier

heads up ! keeper docs is now deprecated, and this page is not maintained please visit https //help keeper app/en/ at for the latest docs and guides https //zapier com/apps/keeper/integrations 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 create new tasks in keeper from emails in your inbox to get started making zaps with keeper, check out https //zapier com/apps/keeper/integrations 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 https //docs keeper app/project templates 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 https //docs keeper app/contacts#9m9ci , 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, https //docs keeper app/gmail integration offers a more seamless experience than setting up a zap