If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
Automate when something happens in keeper
Login -> Create new flow -> Select trigger -> Search keeper -> Choose the trigger from the list
Take action in keeper when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search keeper -> Choose the action from the list
Trigger
Action
See how keeper integrates with popular apps to automate tasks and streamline your workflow.

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ViaSocket connects Keeper with other apps and AI to automate real bookkeeping work — for example: create clients from your CRM, run automated QA on entries, auto-generate KPI reports, and route tasks. You can also add AI-enabled steps (via viaSocket) to suggest codes, summarize client messages, or draft reports.
No. viaSocket provides templates and a guided setup so non-technical staff can assemble common automations. For complex workflows, you can work with an implementation partner.
Connections use Keeper's API and standard secure protocols. viaSocket relies on authorized API access, respects existing Keeper permissions, and transmits data over encrypted channels. Admins control access and can revoke integrations at any time.
High-impact, quick wins are: automated client onboarding, bookkeeping QA that reduces rework, billing and invoice automation to speed revenue, and scheduled KPI reports that improve client retention.
Keeper is an app to run your bookkeeping business: communicate with clients, catch coding errors, track KPIs, and manage your work.
Learn MoreviaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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