Feature Requests

Three things that would be awesome to have in the "Create Task in Keeper" action: Assign a User to the Task Add Attachment Add Task Description Choose Which Section You Want the Task to Be Added to Also, a new action that allowed you to update an existing task.

A lot of property values returned by Keeper are not useful since they are internal ids (see attachment). Additionally, if we need to update property values, it is very difficult to know what to use for values without a list of all possible values for each property. The "Get Property Columns" event would be a good place to return the list of possible values/human-readable names; however, currently only the Name, Sort Order, and Type are returned (see attachment).

I would love to see a Zap that allows us to have documents a client sends automatically downloaded to their specific folder. Even more amazing would be to be able to get granular by question and direct it to a specific sub-folder.

Be able to fire a trigger when a status of a close is changed (use case: close is completed trigger for invoice and/or notification to invoicing team) (use case: customer responded notify in other team chat ie. Slack or crm)

It's hard to grasp the progress of the monthly close when the bulk of the work is in the accounting software before diving into Keeper. A step on the right direction would be to automatically mark the close as in progress when the timer is started for that close instead of ticking off the first box. Better yet would be pulling in the timers into the client dashboard to have better insight on the close.

This is an app like zapier but more robust and customizable and cheaper

Client Info -> Properties Would love to be able to import information from another platform/excel, etc into this section. Also - if you guys need help with this, I'm a fullstack engineer (Javascript) lol