Keap

Manage Keap CRM contacts, companies, orders, emails, and files

Overview

The Keap tool provides comprehensive CRM operations against the Keap (Infusionsoft) REST API v1. It supports 8 resources: Company (create, getAll), Contact (upsert, delete, get, getAll), Contact Note (create, delete, get, getAll, update), Contact Tag (create, delete, getAll), Ecommerce Order (create, delete, get, getAll), Ecommerce Product (create, delete, get, getAll), Email (createRecord, deleteRecord, getAll, send with binary attachments), and File (delete, getAll, upload with binary data). File upload reads binary data from upstream items. Email send supports attaching binary data from upstream items. Uses OAuth2 Bearer token authentication with automatic refresh.

Category: Sales
Tool Name: keap
Version: 1

Appearance: Icon: lucide-CircleDollarSign | Color: #39C049

Node Type

Action (Binary) — handles file/binary data operations

Input / Output

Direction	Port(s)
Input	Input
Output	Output, Error

Credentials

This tool requires Keap OAuth2 credentials. See the Credentials Guide for setup instructions.

Resources

Resource	Value
Company	company
Contact	contact
Contact Note	contactNote
Contact Tag	contactTag
Ecommerce Order	ecommerceOrder
Ecommerce Product	ecommerceProduct
Email	email
File	file

Operations

Which operations are available depends on the selected resource — see the parameter subsections below.

Operation	Value	Description
Create	create	Create a company, note, order or product — or add tags to a contact.
Get Many	getAll	Retrieve many records of the selected resource.
Create or Update	upsert	Create a new contact, or update if it already exists (upsert).
Delete	delete	Delete a contact, note, order, product or file — or remove tags from a contact.
Get	get	Retrieve a single contact, note, order or product.
Update	update	Update a note.
Create Record	createRecord	Create a record of an email sent.
Delete Record	deleteRecord	Delete an email record.
Send	send	Send an email.
Upload	upload	Upload a file.

Parameters

Company: Create

Parameter	Type	Required	Default	Description
Company Name	string	Yes	—	Name of the company to create.
Additional Fields	collection	No	{}	Optional fields sent with the new company.
— Email	string	No	—	Email address for the company.
— Notes	string	No	—	Free-text notes stored on the company record.
— Opt In Reason	string	No	—	Why the company opted in to marketing.
— Website	string	No	—	Company website address.
Address	json	No	{}	Company address as JSON: { “country_code”: “US”, “line1”: “123 Main St”, “locality”: “City”, “region”: “CA”, “zip_code”: “90210” }
Fax	json	No	{}	Company fax as JSON: { “type”: “FAX1”, “number”: “+1234567890” }
Phone	json	No	{}	Company phone as JSON: { “type”: “PHONE1”, “number”: “+1234567890” }

Company: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	Whether to return all results or only up to a given limit
Limit	number	No	100	Max number of results to return (shown when Return All is false)
Options	collection	No	{}	Extra settings applied to the search.
— Company Name	string	No	—	Company name to query on
— Order	options	No	—	Which field the results are sorted by.
				Options: datecreated (Date Created), id, name
— Order Direction	options	No	—	Sort direction.
				Options: ascending (ASC), descending (DESC)
— Fields	string	No	—	Comma-delimited list of Company properties to include in the response.

Contact: Create or Update

Parameter	Type	Required	Default	Description
Duplicate Option	options	Yes	email	Duplicate checking option. If a match is found, the existing contact is updated.
				Options: email, emailAndName (Email And Name)
Additional Fields	collection	No	{}	Optional fields sent with the contact.
— Anniversary	string	No	—	The contact’s anniversary date.
— Company ID	number	No	0	ID of the company the contact belongs to.
— Contact Type	string	No	—	Contact type. Use GET /setting/contact/optionTypes to list available types.
— Family Name	string	No	—	The contact’s family (last) name.
— Given Name	string	No	—	The contact’s given (first) name.
— IP Address	string	No	—	Originating IP address recorded with the contact.
— Job Title	string	No	—	The contact’s job title.
— Lead Source ID	number	No	0	ID of the lead source the contact came from.
— Middle Name	string	No	—	The contact’s middle name.
— Opt In Reason	string	No	—	Why the contact opted in to marketing.
— Owner ID	string	No	—	User ID of the contact owner. Use GET /users to list available users.
— Preferred Locale	string	No	—	The contact’s preferred locale.
— Preferred Name	string	No	—	The name the contact prefers to be called.
— Source Type	options	No	—	How the contact record originated.
				Options: API, IMPORT (Import), LANDINGPAGE (Landing Page), MANUAL (Manual), OTHER (Other), UNKNOWN (Unknown)
— Spouse Name	string	No	—	Name of the contact’s spouse.
— Timezone	string	No	—	IANA timezone string (e.g. America/New_York)
— Website	string	No	—	The contact’s website address.
Addresses	json	No	[]	Contact addresses as JSON array: [{ “field”: “BILLING”, “country_code”: “US”, “line1”: “123 Main St”, “locality”: “City”, “region”: “CA”, “zip_code”: “90210” }]
Emails	json	No	[]	Contact emails as JSON array: [{ “field”: “EMAIL1”, “email”: “user@example.com” }]
Faxes	json	No	[]	Contact fax numbers as JSON array: [{ “field”: “FAX1”, “number”: “+1234567890” }]
Phones	json	No	[]	Contact phones as JSON array: [{ “field”: “PHONE1”, “number”: “+1234567890” }]
Social Accounts	json	No	[]	Social accounts as JSON array: [{ “type”: “Facebook”, “name”: “username” }]

Contact: Delete

Parameter	Type	Required	Default	Description
Contact ID	string	Yes	—	ID of the contact to delete.

Contact: Get

Parameter	Type	Required	Default	Description
Contact ID	string	Yes	—	ID of the contact to retrieve.
Options	collection	No	{}	Extra settings applied to the lookup.
— Fields	string	No	—	Comma-delimited list of Contact properties to include.

Contact: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	Whether to return all results or only up to a given limit
Limit	number	No	100	Max number of results to return (shown when Return All is false)
Options	collection	No	{}	Filters and sorting applied to the search.
— Email	string	No	—	Return contacts with this email address.
— Given Name	string	No	—	Return contacts with this given (first) name.
— Family Name	string	No	—	Return contacts with this family (last) name.
— Order	options	No	—	Which field the results are sorted by.
				Options: date (Date), email, id, name
— Order Direction	options	No	—	Sort direction.
				Options: ascending (ASC), descending (DESC)
— Since	string	No	—	Date to start searching from (LastUpdated)
— Until	string	No	—	Date to search to (LastUpdated)

Contact Note: Create

Parameter	Type	Required	Default	Description
User ID	string	No	—	The Keap user ID to create the note on behalf of. Use GET /users to list available users.
Contact ID	string	No	—	ID of the contact the note is attached to.
Additional Fields	collection	No	{}	Optional fields sent with the new note.
— Body	string	No	—	Body text of the note.
— Title	string	No	—	Title of the note.
— Type	options	No	—	What kind of interaction the note records.
				Options: appointment, call, email, fax, letter, other

Contact Note: Delete

Parameter	Type	Required	Default	Description
Note ID	string	Yes	—	ID of the note to delete.

Contact Note: Get

Parameter	Type	Required	Default	Description
Note ID	string	Yes	—	ID of the note to retrieve.

Contact Note: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	Whether to return all results or only up to a given limit
Limit	number	No	100	Max number of results to return (shown when Return All is false)
Filters	collection	No	{}	Narrow which notes are returned.
— Contact ID	number	No	0	Only return notes attached to this contact.
— User ID	string	No	—	Filter by user ID. Use GET /users to list available users.

Contact Note: Update

Parameter	Type	Required	Default	Description
Note ID	string	Yes	—	ID of the note to update.
Additional Fields	collection	No	{}	The fields to change. Anything you leave out is left as it is.
— Body	string	No	—	Body text of the note.
— Contact ID	number	No	0	Move the note to this contact.
— Title	string	No	—	Title of the note.
— Type	options	No	—	What kind of interaction the note records.
				Options: appointment, call, email, fax, letter, other
— User ID	string	No	—	The Keap user ID. Use GET /users to list available users.

Contact Tag: Create

Parameter	Type	Required	Default	Description
Contact ID	string	Yes	—	The contact whose tags you are working with.
Tag IDs	string	Yes	—	Comma-separated tag IDs to apply. Use GET /tags to list available tags.

Contact Tag: Delete

Parameter	Type	Required	Default	Description
Contact ID	string	Yes	—	The contact whose tags you are working with.
Tag IDs	string	Yes	—	Comma-separated tag IDs to remove.

Contact Tag: Get Many

Parameter	Type	Required	Default	Description
Contact ID	string	Yes	—	The contact whose tags you are working with.
Return All	boolean	No	false	Whether to return all results or only up to a given limit
Limit	number	No	100	Max number of results to return (shown when Return All is false)

Ecommerce Order: Create

Parameter	Type	Required	Default	Description
Contact ID	string	Yes	—	ID of the contact the order belongs to.
Order Date	string	Yes	—	ISO 8601 date string
Order Title	string	Yes	—	Title of the order.
Order Type	options	Yes	offline	Whether the order was placed online or offline.
				Options: offline, online
Additional Fields	collection	No	{}	Optional fields sent with the new order.
— Lead Affiliate ID	number	No	0	ID of the affiliate credited with the lead.
— Promo Codes	string	No	—	Comma-separated promo codes
— Sales Affiliate ID	number	No	0	ID of the affiliate credited with the sale.
Shipping Address	json	No	{}	Shipping address as JSON: { “company”: “Acme”, “country_code”: “US”, “first_name”: “John”, “last_name”: “Doe”, “line1”: “123 Main St”, “locality”: “City”, “region”: “CA”, “zip_code”: “90210” }
Order Items	json	No	[]	Order items as JSON array: [{ “description”: “Widget”, “price”: 10.00, “product_id”: 1, “quantity”: 2 }]

Ecommerce Order: Delete

Parameter	Type	Required	Default	Description
Order ID	string	Yes	—	ID of the order to delete.

Ecommerce Order: Get

Parameter	Type	Required	Default	Description
Order ID	string	Yes	—	ID of the order to retrieve.

Ecommerce Order: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	Whether to return all results or only up to a given limit
Limit	number	No	100	Max number of results to return (shown when Return All is false)
Options	collection	No	{}	Filters applied to the search.
— Since	string	No	—	Only return orders from this date onwards.
— Until	string	No	—	Only return orders up to this date.
— Paid	boolean	No	false	Only return paid orders.
— Order	string	No	—	Which field the results are sorted by.
— Contact ID	number	No	0	Only return orders belonging to this contact.
— Product ID	number	No	0	Only return orders containing this product.

Ecommerce Product: Create

Parameter	Type	Required	Default	Description
Product Name	string	Yes	—	Name of the product to create.
Additional Fields	collection	No	{}	Optional fields sent with the new product.
— Active	boolean	No	false	Whether the product is active.
— Product Description	string	No	—	Long description of the product.
— Product Price	number	No	0	Price of the product.
— Product Short Description	string	No	—	Short description of the product.
— SKU	string	No	—	Stock-keeping unit code.
— Subscription Only	boolean	No	false	Whether the product is sold only as a subscription.

Ecommerce Product: Delete

Parameter	Type	Required	Default	Description
Product ID	string	Yes	—	ID of the product to delete.

Ecommerce Product: Get

Parameter	Type	Required	Default	Description
Product ID	string	Yes	—	ID of the product to retrieve.

Ecommerce Product: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	Whether to return all results or only up to a given limit
Limit	number	No	100	Max number of results to return (shown when Return All is false)
Filters	collection	No	{}	Narrow which products are returned.
— Active	boolean	No	false	Only return active products.

Email: Create Record

Parameter	Type	Required	Default	Description
Sent To Address	string	Yes	—	Address the email was sent to.
Sent From Address	string	Yes	—	Address the email was sent from.
Additional Fields	collection	No	{}	Optional fields stored on the email record.
— Clicked Date	string	No	—	When a link in the email was clicked.
— Contact ID	number	No	0	Contact the email record belongs to.
— Headers	string	No	—	Raw email headers.
— HTML Content	string	No	—	Base64 encoded HTML
— Opened Date	string	No	—	When the email was opened.
— Original Provider	options	No	UNKNOWN	Which system originally sent the email.
				Options: UNKNOWN, INFUSIONSOFT, MICROSOFT, GOOGLE
— Original Provider ID	string	No	—	The sending system’s own identifier for the email.
— Plain Content	string	No	—	Base64 encoded text
— Provider Source ID	string	No	—	Source identifier supplied by the provider.
— Received Date	string	No	—	When the email was received.
— Sent Date	string	No	—	When the email was sent.
— Sent From Reply Address	string	No	—	Reply-to address used for the email.
— Sent To BCC Addresses	string	No	—	BCC recipients of the email.
— Sent To CC Addresses	string	No	—	CC recipients of the email.
— Subject	string	No	—	Subject line of the email.

Email: Delete Record

Parameter	Type	Required	Default	Description
Email Record ID	string	Yes	—	ID of the email record to delete.

Email: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	Whether to return all results or only up to a given limit
Limit	number	No	100	Max number of results to return (shown when Return All is false)
Filters	collection	No	{}	Narrow which sent emails are returned.
— Contact ID	number	No	0	Only return emails for this contact.
— Email	string	No	—	Only return emails for this address.
— Since Sent Date	string	No	—	Only return emails sent on or after this date.
— Until Sent Date	string	No	—	Only return emails sent on or before this date.

Email: Send

Parameter	Type	Required	Default	Description
User ID	string	Yes	—	The Keap user to send the email on behalf of. Use GET /users to list available users.
Contact IDs	string	No	—	Comma-separated contact IDs to receive the email.
Subject	string	No	—	Subject line of the email.
Additional Fields	collection	No	{}	Optional fields sent with the email.
— Address Field	string	No	—	Email field of each Contact record to address the email to (e.g. EmailAddress1)
— HTML Content	string	No	—	HTML content encoded in Base64
— Plain Content	string	No	—	Plain text content encoded in Base64
Manual Attachments	json	No	[]	Manual attachments as JSON array: [{ “file_data”: “base64…”, “file_name”: “doc.pdf” }]
Binary Attachment Properties	string	No	—	Comma-separated binary property names from upstream items to attach to the email.

File: Delete

Parameter	Type	Required	Default	Description
File ID	string	Yes	—	ID of the file to delete.

File: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	Whether to return all results or only up to a given limit
Limit	number	No	100	Max number of results to return (shown when Return All is false)
Filters	collection	No	{}	Narrow which files are returned.
— Contact ID	number	No	0	Only return files attached to this contact.
— Name	string	No	—	Filter by name. Use * for LIKE queries.
— Permission	options	No	both	Whose files to return.
				Options: user, company, both
— Type	options	No	—	Restrict results to one kind of stored file.
				Options: application, attachment, contact, digitalProduct (Digital Product), fax, funnel, hidden, image, import, logoThumnail (Logo Thumbnail), reSampledImage (Re Sampled Image), styleCart (Style Cart), templateThumnail (Template Thumbnail), ticket, webform
— Viewable	options	No	both	Restrict results by visibility.
				Options: public, private, both

File: Upload

Parameter	Type	Required	Default	Description
Binary File	boolean	No	false	Whether to upload binary data from the upstream item
Binary Property	string	No	data	Name of the binary property on the upstream item containing the file to upload (shown when Binary File is true)
File Association	options	Yes	contact	What the uploaded file is attached to.
				Options: company, contact, user
Contact ID	string	Yes	—	ID of the contact to attach the file to. (shown when File Association is contact)
File Name	string	Yes	—	Filename including extension (used when binaryData is false) (shown when Binary File is false)
File Data	string	Yes	—	Base64-encoded file content (used when binaryData is false) (shown when Binary File is false)
Is Public	boolean	No	false	Whether the uploaded file is publicly readable.

All Operations

Parameter	Type	Required	Default	Description
Keap Account	credential	No	—	Connect your Keap account via OAuth2.
Max Concurrency	number	No	10	Maximum number of items to process concurrently.

Output Data

Keap’s response is merged onto the input item’s JSON in every operation — your existing fields survive and Keap’s fields are added alongside them, overwriting any key of the same name. Binary data on the input item is forwarded to the output item, including on the file and email operations that read binary from it.

Operation	Output items per input item
getAll (every resource)	One per record returned, so a single input item fans out across the whole result set.
create, upsert, get, update, createRecord, upload	One — the record Keap returned, merged onto the item.
delete, deleteRecord, send	One — a fixed acknowledgement merged onto the item.

Deletes (contact, note, tag removal, order, product, email record, file) and Email: Send do not return a record. They merge this onto the item instead:

{
  "success": true
}

Three behaviours are worth planning for:

• A getAll that matches nothing produces no output items at all. The input item does not pass through — that branch of the workflow simply goes quiet. If a downstream node must run regardless, do not depend on this node emitting something.
• Return All changes how much is fetched, not the shape. On, Keap is paged through until every record is collected. Off, one page is fetched, capped at Limit — which accepts values from 1 to 200 and defaults to 100.
• An operation that returns no content leaves the item untouched. Nothing is merged, so the item arrives downstream carrying only the fields it came in with. Test for a field you expect rather than assuming the call wrote something.

The record fields themselves are whatever Keap returns, under Keap’s own property names — the node does not rename, nest or filter them. Those names are snake_case, which is also the form the Fields options take (id,company_name,email_address). Reference them downstream by expression, e.g. {{ $json.id }}.

Usage Examples

• Create a new contact in Keap
• Upload a file to a Keap contact record
• Send an email with binary attachments through Keap
• List all companies in Keap CRM
• Create an ecommerce order in Keap

Example Configuration

Create a company with an address and a phone number:

{
  "type": "keap",
  "parameters": {
    "resource": "company",
    "operation": "create",
    "companyName": "{{ $json.company }}",
    "additionalFields": {
      "emailAddress": "{{ $json.email }}",
      "notes": "New potential client",
      "website": "{{ $json.website }}"
    },
    "addressesUi": {
      "country_code": "US",
      "line1": "123 Business Ave",
      "locality": "New York",
      "region": "NY",
      "zip_code": "10001"
    },
    "phonesUi": {
      "type": "PHONE1",
      "number": "{{ $json.phone }}"
    }
  }
}

Create a contact, or update the existing one when the email already exists:

{
  "type": "keap",
  "parameters": {
    "resource": "contact",
    "operation": "upsert",
    "duplicateOption": "email",
    "additionalFields": {
      "givenName": "{{ $json.firstName }}",
      "familyName": "{{ $json.lastName }}",
      "jobTitle": "{{ $json.title }}",
      "sourceType": "API",
      "optInReason": "Website contact form"
    },
    "emailsUi": [
      {
        "field": "EMAIL1",
        "email": "{{ $json.email }}"
      }
    ],
    "phonesUi": [
      {
        "field": "PHONE1",
        "number": "{{ $json.phone }}"
      }
    ]
  }
}

List recently updated contacts, newest first, one output item per contact:

{
  "type": "keap",
  "parameters": {
    "resource": "contact",
    "operation": "getAll",
    "returnAll": false,
    "limit": 50,
    "options": {
      "order": "date",
      "orderDirection": "descending",
      "since": "2026-01-01T00:00:00Z"
    }
  }
}

Attach a file that arrived from an upstream node to a contact record:

{
  "type": "keap",
  "parameters": {
    "resource": "file",
    "operation": "upload",
    "binaryData": true,
    "binaryPropertyName": "data",
    "fileAssociation": "contact",
    "contactId": "{{ $json.contactId }}",
    "isPublic": false
  }
}

Send an email to several contacts with an upstream file attached:

{
  "type": "keap",
  "parameters": {
    "resource": "email",
    "operation": "send",
    "userId": "{{ $json.keapUserId }}",
    "contactIds": "{{ $json.contactIds }}",
    "subject": "Your invoice",
    "additionalFields": {
      "addressField": "EmailAddress1",
      "htmlContent": "{{ $json.htmlBase64 }}"
    },
    "attachmentsBinary": "data"
  }
}

Error Handling

Mode	Behavior
stop	Halts workflow on first error
continue	Skips failed items, passes successful ones through
errorPort	Routes failed items to Error output port

Tips

Manage Keap CRM data including contacts, companies, tags, orders, emails with attachments, and file uploads.

Common Patterns

Pattern 1: Complete Contact Management Workflow

1. Create/Update Contact: Use upsert operation with email duplicate checking
2. Add Tags: Use contactTag create to categorize contacts
3. Add Notes: Use contactNote create for activity tracking
4. Upload Files: Attach documents to contact records

Pattern 2: E-commerce Integration

1. Create Products: Set up product catalog
2. Create Orders: Process customer orders with line items
3. Send Confirmation: Use email send with order details
4. Track Activity: Create email records for sent communications

Pattern 3: Company and Contact Relationship

1. Create Company: Establish company record
2. Create Contacts: Link contacts to company using companyId
3. Manage Communications: Send emails and track interactions
4. Document Management: Upload and organize files by association

Key Implementation Notes

1. Collection Parameters: Always use flat object structure
2. JSON Fields: Use proper JSON format for complex fields like addresses and emails
3. ID References: Many operations require existing IDs from previous operations
4. Pagination: Use returnAll: false with limit for large datasets
5. Binary Data: Choose between binaryData: true (from upstream) or binaryData: false (manual upload)
6. Duplicate Handling: Use duplicateOption for contact upsert operations to control matching logic