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Choose a Trigger
Choose an Action
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Botkeeper
Botkeeper
1. Choose trigger event
Google Sheets
Google Sheets
2. Choose action
1. Select the event
Setup
Test
Botkeeper
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Document Uploaded" from Botkeeper.
Add your action
An action happens after the trigger—such as "Create Spreadsheet Column" in Google Sheets.
You’re connected!
Zapier seamlessly connects Botkeeper and Google Sheets, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Client Name Search (Optional)
- Client NameRequired
- Client Folder
- Include SubfoldersRequired
- Uploaded SinceRequired
Try ItTriggerPolling- Task Name
- DBA NameRequired
- Client Point of Contact Email AddressRequired
- Primary IndustryRequired
- Secondary IndustryRequired
- Accounting SoftwareRequired
- Firm Name Search (Optional)
- Partner Id
- Accepting TermsRequired
ActionWrite- Client Name Search (Optional)
- Client NameRequired
- Assignee EmailRequired
- User RoleRequired
ActionWrite- Assignee Email
- Task Name
- Firm Name Search (Optional)
- Partner Id
- Client Name Search (Optional)
- Client NameRequired
- Status
ActionSearch
- Assignee Email
- Task Name
- Firm Name Search (Optional)
- Partner Id
- Client Name Search (Optional)
- Client NameRequired
- Status
- Uploaded SinceRequired
Try ItTriggerPolling- Client Name Search (Optional)
- Client NameRequired
- User Name or Email AddressRequired
- Assignee EmailRequired
- Task NameRequired
- Instructions
- Days Till DueRequired
ActionWrite- Firm Name Search (Optional)
- Partner Id
- Client Name
ActionSearch- Client Name Search (Optional)
- Client NameRequired
- Client Name
ActionSearch
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