Keap

Keap (formerly Infusionsoft) is CRM and marketing automation for small businesses — contacts, tags, and a pipeline of opportunities.

Authentication

• OAuth 2.0

Actions

Generic API request. Call any Keap API endpoint on this connection, for the case where no shipped action covers it yet. The connection supplies the base URL, the authentication and the egress route, so only the path, query and body are yours to fill.

• Create contactCreate a contact in the Keap CRM from a name and primary email address; the action stores the email as the contact's EMAIL1 field for you.
• Get contactFetch one Keap contact by its numeric id to read the stored name and other details before updating it or acting on it.
• List contactsList contacts (GET /contacts) with optional limit/offset pagination.
• List opportunitiesList opportunities (GET /opportunities) with optional limit pagination.
• List tagsList tags (GET /tags) with optional limit pagination.

Triggers

• Contact added or edited (webhook)Starts when a contact is added or edited in the connected Keap account, delivered by a webhook instead of polling the contact list.
• New opportunityStarts when a new opportunity is created in Keap.
• New or updated contactStarts when a contact is created or updated in the connected Keap account.

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