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Keap

With Keap (formerly Infusionsoft) modules in Make, you can manage contacts, commissions, events, campaigns, orders, transactions, emails, files, notes, opportunities, products, tasks, and tags in your Keap account.

To get started with Keap, create an account at keap.com.

Refer to the Keap API documentation for a list of available endpoints.

Connect Keap to Make

To establish the connection:

  1. Log in to your Make account, add a Keap module to your scenario, and click Create a connection.

    Note: If you add a module with an instant tag, click Create a webhook, then Create a connection.

  2. Optional: In the Connection name field, enter a name for the connection.

  3. Optional: Click Show advanced settings and enter your custom app client credentials. You must have a Keap developer account to create custom apps. For more information, refer to the Keap Getting Starting with OAuth2 documentation.

  4. Click Save.

  5. If prompted, authenticate your account and confirm access.

You have successfully established the connection. You can now edit your scenario and add more Keap modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Build Keap Scenarios

After connecting the app, you can perform the following actions:

Webhook
  • Watch Event

Affiliate
  • Retrieve Commissions

Campaign
  • List Campaigns

Contact
  • Watch New Contacts

  • List Contacts

  • List Custom Fields of Contacts

  • Retrieve a Contact

  • Create a Contact

  • Create or Update a Contact

  • Update a Contact

  • Delete Contact

Order
  • Watch New Orders

  • List Orders

  • Retrieve an Order

  • Retrieve Order Transactions

  • List Transactions

  • Retrieve Transation

Email
  • Watch Sent Emails

  • List All Emails Sent

  • List Emails Sent to Contact

File
  • Watch New Files

  • List Files

  • Retrieve a File

  • Upload a File

  • Replace a File

  • Delete File

Note
  • Watch New Notes

  • Create a Note

  • List Notes

  • Retrieve a Note

  • Delete Note

Opportunity
  • Watch New Opportunities

  • List Opportunities

  • Retrieve an Opportunity

Products
  • List Products

  • Retrieve Produce

Tags
  • Watch a Tag

  • Watch New Applied Tags

  • List Tags

  • List Applied Tags

  • List Tagged Contacts

  • Retrieve a Tag

  • Apply Tag to Contacts

  • Apply Tags

  • Create Tag

  • Create Tag Category

  • Remove Tag from Contacts

  • Remove Applied Tags

Task
  • Watch New Tasks

  • List Tasks

  • Retrieve a Task

  • Create a Task

  • Update Task

  • Delete Task

Other
  • Make an API Call