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Keap Integration

Infusionsoft is a platform that provides online marketing and sales automation for small businesses and entrepreneurs. Its purpose is to help users attract, engage, and convert leads into customers with personalized and targeted campaigns. Infusionsoft allows users to create and send email campaigns, manage and track leads and contacts, automate their sales and marketing processes, and access various reports and insights.

Triggers

Trigger components allow you to start an automation flow when an event happens in the app.

New Invoice

Emit new event for each new invoice See docs here

New Order

Emit new event for each new order See docs here

New Payment

Emit new event for each new payment See docs here

Actions

Action components allow you to perform operations on the app.

Create Order Item

Add an item to an existing order See docs here

Create Payment

Create or add a payment record See docs here

Get Company

Retrieve details of a Company See docs here

Get Contact

Retrieve details of a Contact See docs here

How to Integrate Keap?

For Keap integration with Monkedo and to build seamless no-code workflow automations, follow these simple steps:

  1. Log in to your Monkedo account.
  2. Navigate to the Automation section and click on "Create Automation."
  3. In the left sidebar, you’ll find various component categories such as Triggers, Actions, Flow Control, Data Actions, and Browser Actions.
  4. Select Actions or Triggers, then use the search bar to find Keap.
  5. Drag and drop the Keap component into the editor area.
  6. Click on the component to view its settings in the right-hand panel.
  7. Hit the Connect button and follow the prompts to authorize Monkedo to access your Keap account.

Once connected, you can begin customizing your automation by filling in the required fields and adding additional app components. Link outputs to inputs between components to define a smooth and logical workflow. Need assistance? Watch our quick tutorial video here to get started faster!