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Keap

CRM, sales & customer success

Keep Keap up to date with every customer, deal and order, without copy and paste.

56 ways to read, 23 ways to write, each write switched on by you.

Quality checks

Built and tested with example responses.

  1. Ready to connect: doneEvery listed action is built in.
  2. Built and tested with example responses: doneEach action is built from the provider’s published API and tested against example responses, errors, rate limits and paging.
Keap with Nexra

Connected, approved, proven.

The things teams do most with Keap, an example flow with a person in the loop, and what Nexra keeps as proof.

Top actions

  • Create companyApproval by rule
  • Apply tag to companyApproval by rule
  • List affiliatesRead

Example flow

  1. Keap · List affiliatesDone
  2. Keap · Create companyNeeds approval
  3. Nexra · Record the decision and result in the evidence chainProven

Example workflow. Routine runs go through on their own. Only a change your rules flag, such as one over a limit you set, waits for the right person, who sees the exact change and the rule before it reaches Keap.

What gets logged

  • Whether it ran on its own or who approved it, and under which rule
  • A fingerprint of the exact request sent to Keap
  • Keap's reply: what it created or changed
  • One entry in the evidence chain, linked to the one before

Try this in the sandbox

Run the whole flow with test data in your sandbox, then connect your own account when you are ready to go live.

For developers

Technical detail

Read and write Keap contacts, companies, opportunities, tags, tasks, notes, products and lead sources; read orders, payments, subscriptions and campaigns (REST v2).

Keap (Thryv) API docs
Source actions
56
Destination actions
23
Data types
36

What you can map

Reads are always available. Writes are off until you switch them on for a connection, and governed writes follow your policies.

Affiliates2
  • Get affiliateSource

    Get affiliate by ID.

  • List affiliatesSource

    Referral partners (affiliates) with code, status and contact (read-only).

Automations2
  • Get automationSource

    Get automation by ID.

  • List automationsSource

    Automations with status and active contact counts (read-only).

Business profile1
  • Get business profileSource

    The Keap account's business name, contact details, currency and time zone.

Campaigns2
  • Get campaignSource

    Get campaign by ID.

  • List campaignsSource

    Campaigns with publish status and contact counts (read-only).

Companies4
  • Create companyDestinationNot retried automaticallyApproval before production

    Creates a company.

  • Get companySource

    Get company by ID.

  • List companiesSourceIncremental

    Companies with address, contact details and custom fields; filter by update time.

  • Update companyDestinationProvider duplicate protectionApproval before production

    Updates only the mapped company properties (update_mask).

Company tags2
  • Apply tag to companyDestinationProvider duplicate protectionApproval before production

    Applies a tag to a company.

  • List company's tagsSource

    Tags applied to one company.

Contact lead score1
  • Get contact lead scoreSource

    A contact's current lead score.

Contact link types1
  • List contact link typesSource

    Link types available for linking contacts.

Contact links2
  • Link contactsDestinationProvider duplicate protectionApproval before production

    Links two contacts with a contact link type (for example spouse or assistant).

  • List linked contactsSource

    Contacts linked to a contact, with the link type.

Contact tag1
  • Apply tag to one contactDestinationProvider duplicate protectionApproval before production

    Applies a tag to a single contact. Tags can start Keap campaigns and automations.

Contact tags2
  • Apply tag to contactsDestinationProvider duplicate protectionApproval before production

    Applies a tag to one or more contacts. Tags can start Keap automations; applying an applied tag again has no effect.

  • List contact's tagsSource

    Tags applied to one contact.

Contacts6
  • Create contactDestinationNot retried automaticallyApproval before production

    Creates a contact. At least one email, phone number or address is required.

  • Get contactSource

    Get contact by ID.

  • List contactsSourceIncremental

    Contacts with email consent status, tags and custom fields; filter by update time or email.

  • Search contactsSourceIncremental

    Contacts matching name, company, address or update-time filters (no email or phone filters).

  • Update contactDestinationProvider duplicate protectionApproval before production

    Updates only the mapped contact properties (update_mask).

  • Create or update contact by emailDestinationProvider duplicate protectionApproval before production

    Creates a contact, or updates the existing contact with the same email (duplicate_option=Email).

Custom fields1
  • List custom fieldsSource

    Custom field definitions with Keap field types and options for a record type.

Emails2
  • Get emailSource

    Get email by ID.

  • List emailsSourceIncremental

    Email records sent to or logged for contacts (read-only); filter by contact or created time.

Files2
  • Get fileSource

    Get file by ID.

  • List filesSource

    File box metadata (name, category, size); file contents are not read.

Lead source categories1
  • List lead source categoriesSource

    Lead source categories.

Lead sources4
  • Create lead sourceDestinationNot retried automaticallyApproval before production

    Creates a lead source for attribution.

  • Get lead sourceSource

    Get lead source by ID.

  • List lead sourcesSource

    Lead sources with vendor, medium and status; filter by name, status or category.

  • Update lead sourceDestinationProvider duplicate protectionApproval before production

    Updates only the mapped lead source properties (update_mask).

Notes4
  • Create contact noteDestinationNot retried automaticallyApproval before production

    Adds a note to a contact.

  • Get contact noteSource

    One note on a contact, with custom fields.

  • List notesSourceIncremental

    Notes across contacts; filter by update time or contact.

  • Update contact noteDestinationProvider duplicate protectionApproval before production

    Updates only the mapped note properties.

Opportunities4
  • Create opportunityDestinationNot retried automaticallyApproval before production

    Creates an opportunity for a contact in a pipeline stage.

  • Get opportunitySource

    Get opportunity by ID.

  • List opportunitiesSource

    Opportunities with contact, stage, owner and custom fields.

  • Update opportunityDestinationProvider duplicate protectionApproval before production

    Updates only the mapped opportunity properties, including moving it to another stage.

Opportunity stage moves2
  • Get opportunity stage moveSource

    Get opportunity stage move by ID.

  • List opportunity stage movesSource

    History of opportunity stage changes; filter by opportunity or user.

Opportunity stages2
  • Get opportunity stageSource

    Get opportunity stage by ID.

  • List opportunity stagesSource

    Pipeline stages with order and probability.

Order items1
  • Get order itemSource

    One order line item with product, quantity, prices and subscription plan.

Order payments1
  • List order paymentsSource

    Payments recorded against an order's invoice (read-only).

Orders2
  • Get orderSource

    Get order by ID.

  • List ordersSourceIncremental

    Orders with line items, totals and payment status; filter by modification time or contact.

Payments1
  • List paymentsSourceIncremental

    Payments across orders (read-only); filter by contact, order or payment time.

Product categories1
  • List product categoriesSource

    Product categories; filter by name or product.

Products4
  • Create productDestinationNot retried automaticallyApproval before production

    Creates a catalogue product. Inventory and images are not set.

  • Get productSource

    Get product by ID.

  • List productsSource

    Products with price, SKU and status.

  • Update productDestinationProvider duplicate protectionApproval before production

    Updates only the mapped product properties (update_mask).

Subscription plans2
  • Get subscription planSource

    One product subscription plan.

  • List product subscription plansSource

    Subscription plans of a product with cycle and price.

Subscriptions2
  • Get subscriptionSource

    Get subscription by ID.

  • List subscriptionsSource

    Customer subscriptions with billing amount, cycle and dates (read-only).

Tag categories4
  • Create tag categoryDestinationNot retried automaticallyApproval before production

    Creates a tag category.

  • Get tag categorySource

    Get tag category by ID.

  • List tag categoriesSourceIncremental

    Tag categories; filter by name or update time.

  • Update tag categoryDestinationProvider duplicate protectionApproval before production

    Renames a tag category or changes its description.

Tagged companies1
  • List tagged companiesSourceIncremental

    Companies that carry a tag, with when it was applied.

Tagged contacts1
  • List tagged contactsSourceIncremental

    Contacts that carry a tag, with when it was applied; filter by applied time.

Tags4
  • Create tagDestinationNot retried automaticallyApproval before production

    Creates a tag, optionally in a category.

  • Get tagSource

    Get tag by ID.

  • List tagsSourceIncremental

    Tags with categories; filter by update time or name.

  • Update tagDestinationProvider duplicate protectionApproval before production

    Renames a tag or changes its description or category.

Tasks4
  • Create taskDestinationNot retried automaticallyApproval before production

    Creates a task assigned to a user, optionally linked to a contact or opportunity.

  • Get taskSource

    Get task by ID.

  • List tasksSourceIncremental

    Tasks; filter by update time, contact, user or completion.

  • Update taskDestinationProvider duplicate protectionApproval before production

    Updates only the mapped task properties, for example to complete it.

User groups1
  • List user groupsSource

    User groups (read-only).

Users2
  • Get userSource

    Get user by ID.

  • List usersSource

    Keap users, used as owners and task assignees.

Access and limits

Authentication
Keap Personal Access Token or Service Account Key
Plans and access
All Keap plans; Personal Access Tokens are created per user in Keap settings. A Personal Access Token acts with the visibility and edit rights of the user who created it.
Test environment
Keap developer sandbox apps are available through the Keap developer program.
Rate limits
10 requests per second, 240 per minute and 30,000 per day per token; HTTP 429 when exceeded.
Pagination
page_token cursors with next_page_token; up to 1,000 records per page (100 for users).
Provider events
Keap REST hooks for contact, opportunity, order and tag events. Flows run on demand, on a schedule, or when a scheduled check finds new or changed records.

Before you build a flow

  • OAuth app (authorization code) connections are not offered; use a Personal Access Token or Service Account Key.
  • Email opt-in is only set when emailOptInReason is mapped; Nexra never changes marketing consent on its own.
  • Orders, payments and subscriptions are read-only in Nexra. Order creation, payments, refunds, subscription create/invoice/cancel, inventory adjustments, discounts and merchant settings are not exposed. Products can be created and updated as catalogue records only.
  • Order and product totals are returned as Keap reports them (CurrencyValue amount).
  • Contact and record creation have no idempotency key, except contacts.upsert which matches on email.
  • Tags can trigger automations: applying a tag (contact_tags.create, contact_tag.create, company_tags.create) can start campaigns or automations configured on that tag. Removing tags is not exposed.
  • Not exposed: deletes, contact merges and unlinks, sending email or email templates, email record logging, email opt-in status changes by address, campaign sequence and automation enrolment, automation goals and publishing, affiliate and commission changes, user changes and custom field definition changes.

Developer reference

  1. Create the Keap (Thryv) credentials described above with the narrowest permissions your flows need.
  2. In Nexra, open Connect, then Connections, then New connection, choose Keap, enter its settings and credentials, and tick only the write actions you need. Connection guide
  3. Test the connection, then use its actions as flow sources and destinations. Flow guide

Machine-readable detail: GET /api/public/connect/connectors/keap and the Connections API.