video1.0<iframe src="https://www.loom.com/embed/858c4d32acc34c598bea4b2fe414634a" frameborder="0" width="1662" height="1246" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12461662Loomhttps://www.loom.com12461662https://cdn.loom.com/sessions/thumbnails/858c4d32acc34c598bea4b2fe414634a-75acdff932213a93.gif157.592In this video, I explain how to set up the integration with Keeper, which automates the creation of clients and tasks when a proposal is signed in ANCOR. I walk through the steps needed to connect to Keeper, including obtaining credentials and mapping services to task templates. I also demonstrate creating a proposal and show how it appears to clients. Please make sure to follow the steps outlined for a smooth integration process.