CONNECT APP
Build with Keap (Infusionsoft)
Marketing
- OAuth
MCP
Give your agent Keap (Infusionsoft) tools
Every Keap (Infusionsoft) action is exposed as an MCP tool on Pipedream's remote server. Point a client at it with your end user's ID and Connect resolves that user's Keap (Infusionsoft) account for each tool call — you store no tokens.
// accessToken: mint a short-lived token with the Connect SDK — see the MCP guide
const transport = new StreamableHTTPClientTransport(
new URL("https://remote.mcp.pipedream.net/v3"),
{
requestInit: {
headers: {
Authorization: `Bearer ${accessToken}`,
"x-pd-project-id": "{project_id}",
"x-pd-environment": "production",
"x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
"x-pd-app-slug": "infusionsoft",
},
},
},
)
const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)
const { tools } = await mcp.listTools()
// e.g. run Add Contact to Automation:
const result = await mcp.callTool({
name: "infusionsoft-add-contact-to-automation",
arguments: {
automationId: "Automation",
sequenceId: "Sequence",
},
})# access_token: mint a short-lived token with the Connect SDK — see the MCP guide
headers = {
"Authorization": f"Bearer {access_token}",
"x-pd-project-id": "{project_id}",
"x-pd-environment": "production",
"x-pd-external-user-id": "{external_user_id}", # any stable ID for this user in your system
"x-pd-app-slug": "infusionsoft",
}
async with streamablehttp_client("https://remote.mcp.pipedream.net/v3", headers=headers) as (read, write, _):
async with ClientSession(read, write) as session:
await session.initialize()
tools = await session.list_tools()
# e.g. run Add Contact to Automation:
result = await session.call_tool("infusionsoft-add-contact-to-automation", {
"automationId": "Automation",
"sequenceId": "Sequence",
})API PROXY
Call the Keap (Infusionsoft) API directly
For an endpoint with no pre-built tool, the Connect proxy forwards your request to the Keap (Infusionsoft) API with the connected user's credentials attached. You store no tokens and write no refresh logic.
const resp = await pd.proxy.get({
externalUserId: "{external_user_id}", // any stable ID for this user in your system
accountId: "apn_xxxxxxx",
url: "https://api.infusionsoft.com/crm/rest/v1/oauth/connect/userinfo",
})
// Any allowed Keap (Infusionsoft) endpoint works here. Pipedream attaches the
// connected account's credentials to the outgoing request.# The path segment is the target URL, URL-safe base64 encoded:
# https://api.infusionsoft.com/crm/rest/v1/oauth/connect/userinfo
curl "https://api.pipedream.com/v1/connect/{project_id}/proxy/aHR0cHM6Ly9hcGkuaW5mdXNpb25zb2Z0LmNvbS9jcm0vcmVzdC92MS9vYXV0aC9jb25uZWN0L3VzZXJpbmZv?external_user_id={external_user_id}&account_id=apn_xxxxxxx" \
-H "Authorization: Bearer {access_token}" \
-H "x-pd-environment: production"SDK
Run Keap (Infusionsoft) actions from your backend
Connect a user's Keap (Infusionsoft) account once, then run Add Contact to Automation on their behalf from your own code — TypeScript, Python, or plain HTTP.
import { PipedreamClient } from "@pipedream/sdk"
const pd = new PipedreamClient({
projectId: process.env.PIPEDREAM_PROJECT_ID!,
clientId: process.env.PIPEDREAM_CLIENT_ID!,
clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
projectEnvironment: "production",
})
const result = await pd.actions.run({
id: "infusionsoft-add-contact-to-automation",
externalUserId: "{external_user_id}", // any stable ID for this user in your system
configuredProps: {
infusionsoft: { authProvisionId: "apn_xxxxxxx" },
automationId: "Automation",
sequenceId: "Sequence",
},
})from pipedream import Pipedream
pd = Pipedream(
client_id="{oauth_client_id}",
client_secret="{oauth_client_secret}",
project_id="{project_id}",
project_environment="production",
)
result = pd.actions.run(
id="infusionsoft-add-contact-to-automation",
external_user_id="{external_user_id}", # any stable ID for this user in your system
configured_props={
"infusionsoft": {"authProvisionId": "apn_xxxxxxx"},
"automationId": "Automation",
"sequenceId": "Sequence",
},
)curl -X POST https://api.pipedream.com/v1/connect/{project_id}/actions/run \
-H "Content-Type: application/json" \
-H "X-PD-Environment: production" \
-H "Authorization: Bearer {access_token}" \
-d '{
"external_user_id": "{external_user_id}",
"id": "infusionsoft-add-contact-to-automation",
"configured_props": {
"infusionsoft": { "authProvisionId": "apn_xxxxxxx" },
"automationId": "Automation",
"sequenceId": "Sequence"
}
}'TOOLS
Keap (Infusionsoft) actions
On-demand operations your product or agent can configure and run on behalf of a connected user.
-
Add Contact to Automation
actionAdd one or more contacts to an automation sequence in Keap CRM. See docs hereWritev0.0.1 -
Apply Tag to Contacts
actionApply a tag to one or more contacts in Keap CRM. See the documentationWritev0.0.1 -
Create Affiliate
actionCreate a new affiliate in Keap CRM. See the documentationWritev0.0.2 -
Create Company
actionCreate a new company (account) in Keap CRM. See the documentationWritev0.0.1 -
Create Contact
actionCreate a new contact in Keap CRM. See the documentationWritev0.0.1 -
Create Contact Note
actionCreate a new note for a contact in Keap CRM. See the documentationWritev0.0.1 -
Create Opportunity
actionCreate a new opportunity in Keap CRM. See the documentationWritev0.0.1 -
Create Opportunity Stage
actionCreate a new opportunity stage in Keap CRM. See the documentationWritev0.0.2 -
Create Order Item
actionAdd an item to an existing order See docs hereWritev0.0.3 -
Create Payment
actionCreate or add a payment record See docs hereWritev0.0.4 -
Create Task
actionCreate a new task in Keap CRM. See the documentationWritev0.0.1 -
Delete Task
actionDelete a single task by ID. See the documentationWritev0.0.1 -
Get Company
actionRetrieve details of a Company See docs hereRead-onlyv0.0.3 -
Get Contact
actionRetrieve details of a Contact See docs hereRead-onlyv0.0.3 -
List Affiliates
actionList affiliates with optional filters in Keap CRM. See the documentationRead-onlyv0.0.1 -
List Companies
actionSearch for and list all the companies that match by filters. See the documentationRead-onlyv0.0.1 -
List Contact Notes
actionList notes for a contact in Keap CRM. See the documentationRead-onlyv0.0.1 -
List Contacts
actionSearch for and list all the contacts that match by filters. See the documentationRead-onlyv0.0.1 -
List Opportunities
actionList opportunities with optional filters. See the documentationRead-onlyv0.0.1 -
List Opportunity Stages
actionList opportunity stages in Keap CRM with optional filtering. See the documentationRead-onlyv0.0.1 -
List Tasks
actionRetrieves a list of tasks based on the provided filter. Tasks which are not assigned may be queried with user_id==UNASSIGNED. See the documentationRead-onlyv0.0.2 -
List Users
actionList users in Keap CRM with optional filtering. See the documentationRead-onlyv0.0.1 -
Retrieve Contact Model
actionRetrieve the custom fields model for contacts to discover available custom field IDs and types. See the documentationRead-onlyv0.0.1 -
Retrieve Opportunity
actionRetrieve a single opportunity by ID. See the documentationRead-onlyv0.0.1 -
Retrieve Opportunity Custom Fields Model
actionRetrieve the custom fields model for opportunities. See the documentationRead-onlyv0.0.1 -
Retrieve Task
actionRetrieve a single task by ID. See the documentationRead-onlyv0.0.1 -
Retrieve User
actionRetrieve a single user by ID from Keap CRM. See the documentationRead-onlyv0.0.1 -
Send Email
actionSend an email to one or more contacts in Keap CRM. See the documentationWritev0.0.2 -
Send Email Template
actionSend an email template to one or more contacts in Keap CRM. See the documentationWritev0.0.1 -
Set Opportunity Stage
actionSet the stage of an opportunity in Keap CRM. See the documentationWritev0.0.1 -
Update Contact
actionUpdate an existing contact in Keap CRM. See the documentationWritev0.0.1 -
Update Opportunity
actionUpdate an existing opportunity in Keap CRM. See the documentationWritev0.0.1 -
Update Task
actionUpdate an existing task in Keap CRM. See the documentationWritev0.0.1 -
Upload File
actionUpload a file to Keap CRM. See the documentationWritev0.0.1
EVENTS
Keap (Infusionsoft) triggers
Event sources your backend can deploy for users and receive through a webhook.
REFERENCE
App details
Reference metadata for the Keap (Infusionsoft) connector in the Pipedream registry.
- App slug
- infusionsoft
- Authentication
- OAuth
- Categories
- Marketing
- Actions
- 34
- Triggers
- 3
- API proxy
- Available