Ignition integration with Keeper
How to Create Keeper clients from newly accepted Ignition proposals
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Keeper clients from newly accepted Ignition proposals" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Keeper integrations
Keeper actions
Nekton can use any feature that is available in Keeper API.
Using our advanced AI, you can easily create custom automations for Keeper.
Here are some typical actions you can do in your automated workflows.
Lookup Client by Email
Search for clients by contact email address.
Create Contact
Creates a new contact for a client in Keeper.
Create Task
Creates a new task for a client in Keeper.
Create Client
Creates a new client in Keeper.
Add Template to Client
Add a template to the Client in Keeper.
About Keeper
Keeper is an app to run your bookkeeping business: communicate with clients, catch coding errors, track KPIs, and manage your work.