Add a trigger of "when transaction added to Ask My Accountant" so an email can be sent to a client with questions or it added to a google sheet to later be sent to client

Adding the trigger for 'signoff needed' or 'sign off completed' would be lovely so we can create Zaps to Slack or other team messaging platforms if we want an alternative to email notifications

In addition, allow a zap to create a Firm level task.

Additionally, Keeper currently can't read or update 'attachment' custom properties. Adding this ability would allow us to zap a contract/Engagement Letter to Keeper directly from the proposal software

Voting for this for all the suggestions above as well as the ability to:

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.

I would like to see a zap from client uploaded file to DropBox

I would also like to be able to add tasks to the Firm, not just clients

I would like to see a zap for a file added to Dropbox to go to Keeper Inbox

Send email through Keeper