Keap

Instantly registers a new company record in Keap with name, address, and custom fields — no manual data entry required.

Adds a new product to the Keap product catalogue with name, price, and SKU, ready to attach to invoices or orders.

Pulls the full list of company records from Keap, with filtering support, so the agent can audit, segment, or sync accounts.

Creates a company record via the General resource, allowing the agent to register a new account with full contact details and custom field values.

Creates a new Keap contact or updates an existing one by email, keeping contact data current without duplicate records.

Generates a new invoice in Keap for a contact, ready for line-item products and payment collection.

Permanently removes a contact record from Keap, used for GDPR erasure requests or deduplication clean-up.

Attaches a timestamped note to any Keap contact or company, capturing conversation context the agent has observed or synthesised.

Fetches the full record for a single Keap contact by ID, giving the agent all fields needed to make a decision or compose a personalised message.

Creates a follow-up task in Keap assigned to the right user with a due date, keeping the sales pipeline moving without manual task logging.

Returns a paginated list of all Keap contacts with optional filters, letting the agent scan the full database for analysis or bulk operations.

Appends a line item to an existing Keap invoice, letting the agent build up invoices programmatically as services or products are confirmed.

Logs a note directly on a Keap contact record, preserving call outcomes, meeting summaries, or agent observations for the whole team to see.

Strips a specified tag from a Keap contact, exiting them from the corresponding automation sequence immediately.

Permanently removes a specific note from a contact record, used to clear duplicates or erase sensitive content on request.

Sends a one-to-one email to a Keap contact using a template or plain text, tracked against the contact's history.

Retrieves a specific note from a Keap contact record by ID, letting the agent read the content before deciding on a next action.

Applies a Keap tag to a contact, enrolling them in the associated automation sequence or segment instantly.

Fetches all notes attached to a Keap contact, giving the agent the full historical context of every recorded interaction.

Edits fields on an existing Keap company record — address, phone, custom fields — keeping account data current across the lifecycle.

Edits the content of an existing note on a Keap contact record, letting the agent append new findings or correct inaccurate information.

Upserts a Keap contact by email — creates if absent, updates if found — preventing duplicates while keeping data fresh.

Applies multiple Keap tags to a contact in a single call, enrolling them in several sequences simultaneously without repeated API calls.

Searches Keap for a contact by email, name, or phone and returns the matching record, confirming whether someone is already in the CRM.

Fires when a contact enters a new automated action sequence in Keap, letting the agent layer in additional cross-app logic at the sequence start.

Fires when a new affiliate is registered in Keap, signalling the agent to set up tracking, send welcome communications, and notify the partnerships team.

Fires via webhook whenever an appointment is created, updated, or cancelled in Keap, letting the agent sync calendar data and send contextual confirmations.

Fires via webhook when a company record is created or updated in Keap, enabling the agent to propagate changes to other systems instantly.

Fires via webhook the moment a new contact is created in Keap, letting the agent kick off onboarding, enrichment, and routing steps in real time.

Fires via webhook when a Keap invoice is created, sent, viewed, or paid, giving the agent precise timing to act on each stage of the billing lifecycle.

Fires via webhook when a note is added to a Keap contact, enabling the agent to react to recorded interactions in real time.

Fires via webhook when a Keap opportunity is created, stage-changed, or closed, letting the agent drive pipeline actions at every deal milestone.

Fires via webhook when a product is created or updated in Keap's catalogue, letting the agent propagate product data to connected storefronts and tools.

Fires via webhook when a Keap subscription is created, renewed, or cancelled, enabling the agent to manage the full subscriber lifecycle automatically.