Keap
Also an agent toolKeap (formerly Infusionsoft) CRM and marketing automation REST API (v1, with select v2 endpoints): manage contacts (CRUD, list, tag apply/remove, credit cards, model), companies, opportunities and the sales pipeline (stages), e-commerce (orders, transactions, subscriptions, products), tags and tag categories, campaigns (sequence add/remove), email (send, opt-in/opt-out, list/create), notes, tasks, appointments, users, affiliates (commissions, programs, redirects, summaries), files, merchants, REST Hooks, account profile, and locales/settings. OAuth2 authorization-code bearer auth. Change detection for updated contacts uses polling (contacts list supports since_updated_since / order=last_updated); Keap REST Hooks require a verification handshake and are not signed by a Zervanor-registered handler, so webhooks are not exposed as a verified trigger — hook CRUD is still available as actions.
98 actions · 6 triggers
The Keap integration lets you connect Keap to your automations with 98 actions and 6 triggers — and every action is also a tool an AI agent can call. Examples: Get Account Profile, Update Account Profile, List Contacts, Create Contact, Get Contact. No blank-canvas wiring — connect it and use it in your workflows.
Every action below is also a tool an AI agent can call — the same pack powers your workflows and your agents.
Triggers 6
Events in Keap that can start a workflow.
New or updated contacts (polled)
Polls GET /contacts on a schedule with order=last_updated and since_updated_since to surface contacts created or changed since the last check.
List Orders
List/search e-commerce orders (GET /orders).
List Transactions
List e-commerce transactions (GET /transactions).
List Tasks
List tasks (GET /tasks).
List Appointments
List appointments (GET /appointments).
List Affiliate Commissions
List affiliate commissions (GET /affiliates/commissions).
Actions 98
What Zervanor can do in Keap.
Contacts14
List Contacts
List/search contacts (GET /contacts). Supports since_updated_since with order=last_updated for change detection.
Create Contact
Create a contact (POST /contacts). At least one of email_addresses or phone_numbers is required.
Get Contact
Get a single contact by id (GET /contacts/{contactId}).
Update Contact
Update a contact (PATCH /contacts/{contactId}). Only supplied fields are changed.
Create or Update Contact
Create a new contact or update an existing one, deduplicating on a chosen property (PUT /contacts).
Delete Contact
Delete a contact (DELETE /contacts/{contactId}).
Get Contact Model
Get the contact object model — custom fields and option lists (GET /contacts/model).
Create Contact Custom Field
Add a custom field to the contact model (POST /contacts/model/customFields).
Apply Tags to Contact
Apply one or more tags to a contact (POST /contacts/{contactId}/tags).
Remove Tags from Contact
Remove one or more tags from a contact (DELETE /contacts/{contactId}/tags?ids=...).
List Contact Tags
List the tags applied to a contact (GET /contacts/{contactId}/tags).
List Contact Credit Cards
List a contact's stored credit cards (GET /contacts/{contactId}/creditCards).
Create Contact Credit Card
Add a credit card to a contact (POST /contacts/{contactId}/creditCards).
List Contacts (v2)
List contacts using the newer v2 Contacts API (GET /crm/rest/v2/contacts), which supports richer filtering and field selection where v1 lacks coverage.
Tags9
List Tags
List tags (GET /tags).
Create Tag
Create a tag (POST /tags).
Get Tag
Get a tag by id (GET /tags/{tagId}).
List Tagged Contacts
List the contacts that have a given tag (GET /tags/{tagId}/contacts).
Apply Tag to Contacts
Apply a tag to a list of contacts (POST /tags/{tagId}/contacts).
Remove Tag from Contacts
Remove a tag from a list of contacts (DELETE /tags/{tagId}/contacts?ids=...).
List Tag Categories
List tag categories (GET /tags/categories).
Create Tag Category
Create a tag category (POST /tags/categories).
List Tags (v2)
List tags using the newer v2 Tags API (GET /crm/rest/v2/tags), which exposes richer tag filtering than v1.
Orders7
List Orders
List/search e-commerce orders (GET /orders).
Create Order
Create an e-commerce order (POST /orders).
Get Order
Get an order by id (GET /orders/{orderId}).
Delete Order
Delete an order (DELETE /orders/{orderId}).
List Order Items
List the line items on an order (GET /orders/{orderId}/items).
Create Order Payment
Record a payment against an order (POST /orders/{orderId}/payments).
List Order Payments
List payments recorded against an order (GET /orders/{orderId}/payments).
Affiliates6
List Affiliates
List affiliates (GET /affiliates).
Get Affiliate
Get an affiliate by id (GET /affiliates/{affiliateId}).
List Affiliate Commissions
List affiliate commissions (GET /affiliates/commissions).
List Affiliate Programs
List affiliate programs (GET /affiliates/programs).
List Affiliate Redirects
List affiliate redirect links (GET /affiliates/redirectlinks).
List Affiliate Summaries
List affiliate running-total summaries (GET /affiliates/summaries).
Hooks6
List REST Hooks
List registered REST Hook subscriptions (GET /hooks).
List REST Hook Event Types
List the event types available for REST Hook subscriptions (GET /hooks/event_keys).
Create REST Hook
Create a REST Hook subscription (POST /hooks). Keap sends a verification request to hookUrl that must be answered with the X-Hook-Secret handshake before the hook activates.
Get REST Hook
Get a REST Hook subscription by id (GET /hooks/{key}).
Verify REST Hook
Complete the delayed verification handshake for a REST Hook (POST /hooks/{key}/verify).
Delete REST Hook
Delete a REST Hook subscription (DELETE /hooks/{key}).
Appointments5
List Appointments
List appointments (GET /appointments).
Create Appointment
Create an appointment (POST /appointments).
Get Appointment
Get an appointment by id (GET /appointments/{appointmentId}).
Update Appointment
Update an appointment (PATCH /appointments/{appointmentId}).
Delete Appointment
Delete an appointment (DELETE /appointments/{appointmentId}).
Companies5
List Companies
List/search companies (GET /companies).
Create Company
Create a company (POST /companies). company_name is required.
Get Company
Get a company by id (GET /companies/{companyId}).
Update Company
Update a company (PATCH /companies/{companyId}).
Get Company Model
Get the company object model — custom fields (GET /companies/model).
Emails5
List Emails
List email records (sent/recorded emails) (GET /emails).
Create Email Record
Record an email that was sent outside Keap on the contact record (POST /emails).
Send Email
Send an email to a list of contacts (POST /emails/queue).
Opt In Email Address
Opt in an email address to marketable status (PUT /emails/{email}/optIn).
Opt Out Email Address
Opt out (unsubscribe) an email address (PUT /emails/{email}/optOut).
Notes5
List Notes
List notes (GET /notes).
Create Note
Create a note on a contact (POST /notes).
Get Note
Get a note by id (GET /notes/{noteId}).
Update Note
Update a note (PATCH /notes/{noteId}).
Delete Note
Delete a note (DELETE /notes/{noteId}).
Opportunities5
List Opportunities
List/search opportunities (GET /opportunities).
Create Opportunity
Create an opportunity (POST /opportunities). opportunity_title, contact and stage are required.
Get Opportunity
Get an opportunity by id (GET /opportunities/{opportunityId}).
Update Opportunity
Update an opportunity, e.g. move it to a new pipeline stage (PATCH /opportunities/{opportunityId}).
Delete Opportunity
Delete an opportunity (DELETE /opportunities/{opportunityId}).
Products5
List Products
List e-commerce products (GET /products).
Create Product
Create a product (POST /products).
Get Product
Get a product by id (GET /products/{productId}).
Update Product
Update a product (PATCH /products/{productId}).
Delete Product
Delete a product (DELETE /products/{productId}).
Tasks5
List Tasks
List tasks (GET /tasks).
Create Task
Create a task (POST /tasks).
Get Task
Get a task by id (GET /tasks/{taskId}).
Update Task
Update a task, e.g. mark complete (PATCH /tasks/{taskId}).
Delete Task
Delete a task (DELETE /tasks/{taskId}).
Campaigns4
List Campaigns
List marketing campaigns (GET /campaigns).
Get Campaign
Get a campaign, including its sequences, by id (GET /campaigns/{campaignId}).
Add Contact to Campaign Sequence
Add a contact to a campaign sequence (POST /campaigns/{campaignId}/sequences/{sequenceId}/contacts/{contactId}).
Remove Contact from Campaign Sequence
Remove a contact from a campaign sequence (DELETE /campaigns/{campaignId}/sequences/{sequenceId}/contacts/{contactId}).
Files4
List Files
List files in the account file box (GET /files).
Upload File
Upload a file to the account file box (POST /files). file_data is base64-encoded.
Get File
Get a file's metadata and, optionally, its data (GET /files/{fileId}).
Delete File
Delete a file (DELETE /files/{fileId}).
Subscriptions3
List Subscriptions
List recurring subscriptions (GET /subscriptions).
Create Subscription
Create a recurring subscription for a contact (POST /subscriptions).
Get Subscription
Get a subscription by id (GET /subscriptions/{subscriptionId}).
Account2
Get Account Profile
Get the account profile for the authenticated Keap account (GET /account/profile). Identity + connectivity probe.
Update Account Profile
Update the account profile details (PUT /account/profile).
Locales2
List Countries
List the countries known to the account, for address/settings pick lists (GET /locales/countries).
List Country Provinces
List the provinces/states for a country (GET /locales/countries/{countryCode}/provinces).
Transactions2
List Transactions
List e-commerce transactions (GET /transactions).
Get Transaction
Get a transaction by id (GET /transactions/{transactionId}).
Merchants1
List Merchants
List payment merchant accounts (GET /merchants).
Opportunity1
List Opportunity Stage Pipelines
List the opportunity/sales pipeline stages (GET /opportunity/stage_pipeline).
Setting1
Get Application Configuration
Get application-wide settings/configuration (GET /setting/application/configuration).
Users1
List Users
List users on the account (GET /users).
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Frequently asked questions
What can I automate with Keap?
98 actions are available — for example: Get Account Profile, Update Account Profile, List Contacts, Create Contact, Get Contact, and more.
Which Keap events can start a workflow?
6 triggers — for example: New or updated contacts (polled), List Orders, List Transactions, List Tasks.
Can Keap be used as an AI agent tool?
Yes. Every Keap action automatically becomes a tool an AI agent can call — the same pack powers both your workflows and your agents.
How is the Keap integration modelled?
Keap is modelled as a versioned connector pack, and the steps that need reasoning fall to first-party agents hosted in the same runtime as the workflows.