Additional Zapier Actions/Fields
under review
E
Erica Hughes
Voting for this for all the suggestions above as well as the ability to:
- update the close status
- send an email
This would make onboarding zaps much more acessible because the contract signature can trigger adding the client + setting the close status (which can trigger the native close status notifications) + send the welcome email. Right now many of the onboarding pieces are a VERY manual process.
R
Rebecca Inman
I would like to see a zap from client uploaded file to DropBox
K
Kaeli Parrish
I would also like to be able to add tasks to the Firm, not just clients
J
Jeff Cecchini
I would like to see a zap for a file added to Dropbox to go to Keeper Inbox
R
Roslind Burks
Send email through Keeper
R
Roslind Burks
under review
L
Lisa Wenzloff
I would like to see a zap from client uploaded file to Box