Keeper

Keeper streamlines your bookkeeping business, while CalendarLink ensures your scheduling is painless and efficient. Add-to-Calendar links make sure your important meetings and tasks never go unnoticed.

Why Add-to-Calendar Works with Keeper

Reduce no-shows and boost client engagement with clear Add-to-Calendar calls-to-action embedded in your Keeper workflows.

  • Universal Add-to-Calendar for Google, Outlook, Apple, and more.
  • Brandable invites that enhance your business identity.
  • Smart reminders to keep clients informed and engaged.
  • Time-zone and daylight-saving safe scheduling.

Add Calendar Links in Keeper: Triggers & Actions

Turn Keeper Activity into Calendar Events

1. Generate a CalendarLink when New or Updated Contact occurs

When a contact is created or updated in Keeper, it can trigger an Add-to-Calendar link, signaling a fresh opportunity for engagement.

2. Organize and Sync Event Details

Map contact details, names, dates, and include an optional RSVP for seamless event integration.

3. Share the Customized Invite

Retrieve your personalized Add-to-Calendar link and distribute it to ensure clients are always in the loop.

Fire Keeper Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select a New Upcoming Event or Updated Contact to trigger Keeper workflows efficiently.

2. Map Add-to-Calendar Data

Integrate titles, dates, times, and attendees directly into Keeper for a streamlined setup.

3. Create Client or Task

Automatically update client records or generate tasks, utilizing Keeper's action capabilities for a cohesive workflow.

Optimising Calendar Links in Keeper

  • Use analytics to track engagement and adjust strategies accordingly.
  • Leverage reminders to reduce no-shows and enhance client satisfaction.
  • Regularly update calendar templates to match your brand's evolving needs.
  • Ensure smooth integrations with Keeper using API and webhooks.

More integrations

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✔ Unlimited events ✔ Adds-to-Calendar ✔ RSVP ✔ Subscribe-to-Calendar ✔ Notifications