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:
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.Optional: In the Connection name field, enter a name for the connection.
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.
Click Save.
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:
Watch Event
Retrieve Commissions
List Campaigns
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
Watch New Orders
List Orders
Retrieve an Order
Retrieve Order Transactions
List Transactions
Retrieve Transation
Watch Sent Emails
List All Emails Sent
List Emails Sent to Contact
Watch New Files
List Files
Retrieve a File
Upload a File
Replace a File
Delete File
Watch New Notes
Create a Note
List Notes
Retrieve a Note
Delete Note
Watch New Opportunities
List Opportunities
Retrieve an Opportunity
List Products
Retrieve Produce
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
Watch New Tasks
List Tasks
Retrieve a Task
Create a Task
Update Task
Delete Task
Make an API Call