Keeper
Create
Log in
Sign up
Roadmap
Feedback
Feature Requests
Changelog
Boards
Feature Requests
Powered by Canny
Feature Requests
Details
Category
Client Portal & Communications
File Reviews and Close Reports
Management Reporting
Workflow / Task Management
Collaboration / Comments
Metrics
Time Tracking
Zapier
Chrome Extension
Other
Country Support
Receipts
Tax Suite
Emails
Uncategorized
Showing
Trending
Sort
Trending
Top
New
Filter
Discussing With Author
Under Review
Planned
In Progress
Partially Complete
In Beta
Complete
posts in
All Categories
All Categories
Client Portal & Communications (627)
File Reviews and Close Reports (397)
Management Reporting (196)
Workflow / Task Management (596)
Collaboration / Comments (86)
Metrics (53)
Time Tracking (113)
Zapier (18)
Chrome Extension (27)
Other (291)
Country Support (7)
Receipts (145)
Tax Suite (34)
Emails (65)
New Zapier Action: Get Client Properties
Get client properties in Zapier.
3
·
complete
19
Edit client properties in Zapier
Write to client properties in Zapier
2
·
complete
7
Additional Zapier actions and triggers
Suggested actions: Add contact when creating client Apply template when creating a client Trigger- When close is mark "done" I am sure I can think of more but these one would get me very far on automation.
3
·
complete
14
Powered by Canny
