---
title: Zapier
slug: zapier
docTags: 
createdAt: 2022-07-14T06:29:26.000Z
---

:::hint{type="info"}
**Heads up**! Keeper Docs is now deprecated, and this page is not maintained. Please visit [Keeper's Help Center](https://help.keeper.app/en/) at [help.keeper.app](#) for the latest docs and guides.
:::



[Zapier](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 [Ignition](#)
- Create new tasks in Keeper from emails in your inbox.

To get started making zaps with Keeper, check out: [Zapier - Keeper](https://zapier.com/apps/keeper/integrations)

## Video Overview

::embed[]{url="https://vimeo.com/729869510"}



## 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:

1. Create a new client
2. Create a new contact that's associated with that client
3. Apply a [Project Template](https://docs.keeper.app/project-templates) to that client.

::Image[]{src="https://api.archbee.com/api/optimize/V98Zxq8gBNrR0oYJB0GrN/CkuZauO16XYM8TZMnIer5_image.png" size="90" width="2870" height="1142" position="center" showCaption="false"}

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.

::Image[]{src="https://api.archbee.com/api/optimize/V98Zxq8gBNrR0oYJB0GrN/j_FVsYlnlBFTlhg_8cLgV_t1.png" size="90" width="2724" height="1088" position="center" showCaption="false"}

::Image[]{src="https://api.archbee.com/api/optimize/V98Zxq8gBNrR0oYJB0GrN/CYoY4jUrPLmubTEmPqU_O_z2.png" size="90" width="2538" height="1228" position="center" showCaption="false"}

## Email to Keeper Task

For the Email to Keeper Task zap, if you have [contacts with access to multiple clients](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: 

![](https://api.archbee.com/api/optimize/V98Zxq8gBNrR0oYJB0GrN/Py6pAshLzPff4iSy68vFg_image.png "copyable code:   var obj = \{}; obj.value = inputData.clientIds.split(\",\")\[0]; return obj;")

:::hint{type="info"}
**Heads Up**: if you use Gmail, [Keeper's Gmail add-in](https://docs.keeper.app/gmail-integration) offers a more seamless experience than setting up a Zap.
:::