Feature Requests

it would be great if we could add non-transaction questions to Keeper via Zapier.

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.

Now that taxes are live, i want to be able to kick off a Tax Only Client or a BK only client depending on what they sign up for.

archive clients via Zapier

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).

One thing I love about Quickbook's Zapier connection allows you to look up a client, and if they don't exist, create them. This makes it so that i can have one step in my zap that always returns the correct client value, and makes my life super easy. With Keeper's current zaps, there is not way to do a "look up client and if they exist, do this, if they don't exist, create them, then do this". So instead, i'd love to keeper to updates their "look up client zap" to have a "Create client if doesn't exist". See Quickbook's Zap options below for example.

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)