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Maestro Automate user guide

Keap

Look up the Keap connector: its actions and events in alphabetical order, and the sign-in methods of a Keap connection.

The Keap connector lets a workflow manage contacts, companies, and orders. In the Add node panel, it's in the Connector category, under Keap. How connector nodes work describes how a connector node is set up.

This page lists what the connector can do in Maestro Automate. Select an action or event to see how to configure it.

Actions​

Each action is a node that does one thing in Keap.

ActionWhat it does
Create ContactCreate a new contact in Keap.
Delete RecordDeletes a record in Keap.
Get RecordRetrieves a record in Keap.
Insert RecordInsert a new record in Keap.
List All RecordsList all records in Keap.
Search Companies by NameRetrieve company details by name in Keap.
Search ContactsRetrieve contact details from Keap.
Search OrdersRetrieve and process orders from Keap.
Update ContactUpdate an existing contact in Keap.
Update RecordUpdates a record in Keap.

Events​

Each event can start a workflow, as a Connector trigger, or pause a run until it happens, as a Connector event. In the connector's list, events have the WAIT tag.

EventWhat it does
Contact CreatedTrigger when a new contact is created in Keap.
Contact UpdatedTrigger when an existing contact is updated in Keap.
Order CreatedTrigger automation when a new order is created in Keap.
Record CreatedTriggers when a new record is created.
Record UpdatedTriggers when an existing record is updated.

Connection​

A Keap node signs in through a connection. Create a connection describes how to create one from the node. On the Connect to page, you sign in with this method:

Sign-in methodWhat you need
OAuth 2.0Client ID; Client secret; Scope (by default, set to full).

Keap authentication in the Integration Service guide describes the full connection setup, including prerequisites and advanced settings.

Next steps​

  • Actions​
  • Events​
  • Connection​
  • Next steps​

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