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Keeper Integrations

Business Intelligence

Do more with Keeper integrations

Zapier lets you connect Keeper with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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Or pick an app to pair with
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Integrate Salesforce with KeeperIntegrate Salesforce with Keeper
Salesforce
CRM (Customer Relationship Management)
Integrate GoProposal with KeeperIntegrate GoProposal with Keeper
GoProposal
Proposal & Invoice Management
Integrate Slack with KeeperIntegrate Slack with Keeper
Slack
Team Chat
Integrate Typeform with KeeperIntegrate Typeform with Keeper
Typeform
Forms & Surveys
Integrate Google Sheets with KeeperIntegrate Google Sheets with Keeper
Google Sheets
Google, Spreadsheets
Integrate Jotform with KeeperIntegrate Jotform with Keeper
Jotform
Forms & Surveys
Integrate Ignition with KeeperIntegrate Ignition with Keeper
Ignition
Proposal & Invoice Management
Integrate Dubsado with KeeperIntegrate Dubsado with Keeper
Dubsado
CRM (Customer Relationship Management)
Integrate Chargebee with KeeperIntegrate Chargebee with Keeper
Chargebee
Payment Processing
Integrate Salesforce with KeeperIntegrate Salesforce with Keeper
Salesforce
CRM (Customer Relationship Management)
Integrate GoProposal with KeeperIntegrate GoProposal with Keeper
GoProposal
Proposal & Invoice Management
Integrate Slack with KeeperIntegrate Slack with Keeper
Slack
Team Chat
Integrate Typeform with KeeperIntegrate Typeform with Keeper
Typeform
Forms & Surveys
Integrate Google Sheets with KeeperIntegrate Google Sheets with Keeper
Google Sheets
Google, Spreadsheets
Integrate Jotform with KeeperIntegrate Jotform with Keeper
Jotform
Forms & Surveys
Integrate Salesforce with KeeperIntegrate Salesforce with Keeper
Salesforce
CRM (Customer Relationship Management)
Integrate GoProposal with KeeperIntegrate GoProposal with Keeper
GoProposal
Proposal & Invoice Management
Integrate Slack with KeeperIntegrate Slack with Keeper
Slack
Team Chat
Integrate Typeform with KeeperIntegrate Typeform with Keeper
Typeform
Forms & Surveys
Integrate Google Sheets with KeeperIntegrate Google Sheets with Keeper
Google Sheets
Google, Spreadsheets
Integrate Jotform with KeeperIntegrate Jotform with Keeper
Jotform
Forms & Surveys
Integrate Ignition with KeeperIntegrate Ignition with Keeper
Ignition
Proposal & Invoice Management
Integrate Dubsado with KeeperIntegrate Dubsado with Keeper
Dubsado
CRM (Customer Relationship Management)
Integrate Chargebee with KeeperIntegrate Chargebee with Keeper
Chargebee
Payment Processing

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

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Quickly automate Keeper integrations with Zapier's templates

  • Create Keeper clients and apply templates from newly accepted Ignition proposals

    • Ignition logo
    • Keeper logo
    Ignition + Keeper
  • Update Slack channel messages when new status updates occur in Keeper

    • Keeper logo
    • Slack logo
    Keeper + Slack
  • Create tasks in Keeper from new flagged emails in Microsoft Outlook

    • Microsoft Outlook logo
    • Keeper logo
    Microsoft Outlook + Keeper
  • Create tasks in Keeper from newly-labeled emails in Gmail

    • Gmail logo
    • Keeper logo
    Gmail + Keeper
  • Create Keeper clients from newly accepted Ignition proposals

    • Ignition logo
    • Keeper logo
    Ignition + Keeper
  • Create new Keeper clients from added Google Sheets rows in team drive

    • Google Sheets logo
    • Keeper logo
    Google Sheets + Keeper
  • Create Keeper clients and apply templates from newly accepted Ignition proposals

    • Ignition logo
    • Keeper logo
    Ignition + Keeper
  • Update Slack channel messages when new status updates occur in Keeper

    • Keeper logo
    • Slack logo
    Keeper + Slack
  • Create tasks in Keeper from new flagged emails in Microsoft Outlook

    • Microsoft Outlook logo
    • Keeper logo
    Microsoft Outlook + Keeper
  • Create tasks in Keeper from newly-labeled emails in Gmail

    • Gmail logo
    • Keeper logo
    Gmail + Keeper
  • Create Keeper clients from newly accepted Ignition proposals

    • Ignition logo
    • Keeper logo
    Ignition + Keeper
  • Create new Keeper clients from added Google Sheets rows in team drive

    • Google Sheets logo
    • Keeper logo
    Google Sheets + Keeper
  • Create Keeper clients when new Quotient quotes are accepted

    • Quotient logo
    • Keeper logo
    Quotient + Keeper
  • Update Keeper properties with new or updated rows from Google Sheets

    • Google Sheets logo
    • Keeper logo
    Google Sheets + Keeper
  • Manage new HoneyBook projects by creating clients in Keeper

    • HoneyBook logo
    • Keeper logo
    HoneyBook + Keeper
  • Update and add templates in Keeper when client properties change

    • Keeper logo
    Keeper
  • Create clients in Keeper from new contacts in Xero

    Premium
    Details
    • Xero logo
    • Keeper logo
    Xero + Keeper
  • Create Keeper contacts from new Xero contacts

    Premium
    Details
    • Xero logo
    • Keeper logo
    Xero + Keeper
    • Create Keeper clients when new Quotient quotes are accepted

      • Quotient logo
      • Keeper logo
      Quotient + Keeper
    • Update Keeper properties with new or updated rows from Google Sheets

      • Google Sheets logo
      • Keeper logo
      Google Sheets + Keeper
    • Manage new HoneyBook projects by creating clients in Keeper

      • HoneyBook logo
      • Keeper logo
      HoneyBook + Keeper
    • Update and add templates in Keeper when client properties change

      • Keeper logo
      Keeper
    • Create clients in Keeper from new contacts in Xero

      Premium
      Details
      • Xero logo
      • Keeper logo
      Xero + Keeper
    • Create Keeper contacts from new Xero contacts

      Premium
      Details
      • Xero logo
      • Keeper logo
      Xero + Keeper

    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.

    • Keeper triggers, actions, and search
      Client Properties Update

      Triggers when client properties are modified.

      Trigger
      Instant
      Try It
    • Keeper triggers, actions, and search
      Task Status Update

      Triggers when the status of a task is modified.

      Trigger
      Instant
      Try It
      • Client name
        Required
      • Workflow type
      Action
      Write
      • Client ID
        Required
      • Template ID
        Required
      • Should publish?
        Required
      Action
      Write
    • Keeper triggers, actions, and search
      Close Status Update

      Triggers when the status of a close is modified.

      Trigger
      Instant
      Try It
      • Contact Email
        Required
      Action
      Write
      • Client ID
        Required
      • Contact Email
        Required
      • Phone Number
      • First Name
        Required
      • Last Name
      • Grant Financial Access
      Action
      Write
    • Keeper triggers, actions, and search
      Get Property Columns

      Get available properties for your practice in Keeper.

      Action
      Write

    Keeper Help & Support

    Common questions

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    About Keeper
    Keeper is an app to run your bookkeeping business: communicate with clients, catch coding errors, track KPIs, and manage your work.
    Related categories

    Popular Keeper Integrations

    • Paths by Zapier
    • Salesforce
    • GoProposal
    • Slack
    • Typeform