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Keap (Infusionsoft) ACTION

Create Contact Note

Create a new note for a contact in Keap CRM. See the documentation
  • Action
  • Writes data
  • OAuth
  • SDK
  • MCP

IMPLEMENTATION

Call this tool

Connect a user's Keap (Infusionsoft) account once, then configure and run Create Contact Note from your backend or agent.

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-create-contact-note",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    infusionsoft: { authProvisionId: "apn_xxxxxxx" },
    contactId: 10,
    body: "Note Body",
  },
})

console.log(result)

SCHEMA

Inputs

Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.

Create Contact Note inputs
Property Type Description
contactId Contact integer
Select a Contact from the list.
Alternatively, you can provide a custom Contact ID.
Required Dynamic
body Note Body string
The main content/description of the note
Required
title Title string
A short subject/title of the note
Optional
userId User string
Select a User from the list.
Alternatively, you can provide a custom User ID.
Optional Dynamic
type Type string
A label or category for the note type (e.g., Appointment, Call, Email, Fax, Letter, Other).
Optional

REFERENCE

Tool details

Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.

Registry key
infusionsoft-create-contact-note
Version
0.0.1
App
Keap (Infusionsoft)
Authentication
OAuth
Read-only
No
Destructive
No
Open world
Yes