Marketing

Keap

9min
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 docid\ so88fm6pkt0g adkddfzz keap modules 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