Keap

Connect AI agents to Keap (formerly Infusionsoft). Agents manage contacts, companies, opportunities, orders, tags, notes, and tasks, and react in real time to Keap events.

1 trigger 24 actions available

On Keap Event fires when a contact is added

Agent reads the new contact's details

Agent confirms the contact is not already segmented

Agent applies the campaign tag to the contact

A personalized welcome email goes out to the contact

A high-value order event routes to sales before fulfillment kicks off

What This Integration Enables

An agent can sync new contacts and companies into Keap from forms, spreadsheets, or other CRMs, and automate tagging to drive Keap campaigns and follow-up sequences. It tracks a sales pipeline by creating opportunities and advancing them, reads orders and products, and creates notes and tasks against records. Apply Tag to Contact and Remove Tag from Contact are the levers that move contacts in and out of automation. The On Keap Event trigger, driven by Keap REST Hooks, turns Keap into a system that starts flows. A contact added, an order added, an opportunity updated, or a task change each becomes a signal an agent can act on the moment it happens. That real-time reaction is what closes the gap between a customer doing something and the business responding to it.

Without FlowRunner

Leads imported by hand Contacts and companies are typed in from forms and spreadsheets

Tagging is inconsistent Campaign tags get applied unevenly, so follow-up sequences misfire

Events noticed late A new order or task change is discovered on the next login

With FlowRunner

Leads synced automatically The agent creates contacts and companies from the source system

Tags drive campaigns Apply Tag to Contact segments each lead into the right sequence by rule

Events act in real time On Keap Event starts a flow the moment a record changes

Use Case Scenarios

Welcome the Moment a Contact Is Added

The On Keap Event trigger fires for a Contact Added event. The agent reads the new contact and sends a personalized welcome through [Gmail](/integrations/gmail-service) Send Message. The customer hears from the business within moments of entering it, not on the next batch send.

Import and Segment a Lead List

A flow reads a lead list with [Google Sheets](/integrations/google-sheets) Get Rows, then calls Create Contact and Apply Tag to Contact for each row to import and segment leads into the right campaign. A day of manual data entry and tagging becomes a single run.

Notify Sales on a New Order

When the On Keap Event trigger fires for an Order Added event, the agent posts to the sales channel through [Slack](/integrations/slack) with the order and contact details. For large orders, the agent holds fulfillment steps and asks sales to confirm the account before anything ships or bills.

Human-in-Loop Highlight

Keap sits where marketing meets money, and an order event can kick off fulfillment and billing. On large orders, that chain deserves a human before it runs. When On Keap Event reports an Order Added above a value you set, the agent does not launch the downstream steps on its own. It treats the order as a [human-in-the-loop](/concepts/human-in-the-loop/) step: it pauses, shows the order, the contact, and the products, and routes a confirmation to sales through Slack or email. Sales confirms, and the agent proceeds. Sales holds, and nothing bills or ships. Small orders flow through automatically; the ones that carry risk get a decision.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via Slack

Human decides

Agent resumes with decision

Agent Capabilities

24 actions

Contacts

Create Contact Creates a new contact in Keap. Supply names, one or more email addresses (each with a field slot such as EMAIL1), phone numbers, company, addresses and custom field values. Use Duplicate Option to instead upsert (merge into an existing contact) when an email or name matches.
Get Contact Retrieves a single contact by ID, including names, email addresses, phone numbers, company, addresses, tags and custom fields.
List Contacts Lists contacts with optional email and given-name filters. Supports paging with limit (max 1000) and offset. Returns a `contacts` array plus a `count` of total matches.
Update Contact Updates an existing contact by ID. Only the fields you supply are changed. Names, primary email/phone, company, address and custom fields can all be updated.
Delete Contact Permanently deletes a contact by ID. This cannot be undone.

Companies

Create Company Creates a new company record. The company name is required; email, phone, website and address are optional.
Get Company Retrieves a single company by ID.
List Companies Lists companies with an optional company-name filter and paging via limit and offset.
Update Company Updates an existing company by ID. Only supplied fields are changed.

Opportunities

Create Opportunity Creates a sales opportunity linked to a contact and placed in a pipeline stage. Title, contact ID and stage ID are required; user (owner) and projected revenue are optional.
Get Opportunity Retrieves a single opportunity by ID, including its contact, stage and projected revenue.
List Opportunities Lists opportunities with optional stage-ID and user-ID filters and paging via limit and offset.
Update Opportunity Updates an existing opportunity by ID. Only supplied fields are changed; commonly used to move an opportunity to a new stage.

Orders & Products

List Orders Lists e-commerce orders with optional contact-ID filter, paid/unpaid filter, and paging via limit and offset.
Get Order Retrieves a single order by ID, including line items, totals and payment status.
List Products Lists products in the Keap store. Optionally include inactive products. Supports paging via limit and offset.

Notes & Tasks

Create Note Creates a note attached to a contact. Provide a title, body and note type (Call, Email, Fax, Letter, Other).
Create Task Creates a task, optionally linked to a contact and given a due date. Provide a title and optional description.
List Tasks Lists tasks with optional contact-ID filter, completion status filter, and paging via limit and offset.

Campaigns

List Campaigns Lists marketing campaigns in the Keap account. Supports paging via limit and offset. Returns a `campaigns` array and total `count`.

Triggers

1 triggers

Event Triggers

On Keap Event Fires in real time via Keap REST Hooks when a subscribed object changes, such as a contact added, an order added, an opportunity updated, or a task change. Starts a flow the moment the record event occurs.

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