Connect Keap (Infusionsoft) to Siftree.

CRM, sales & marketing platform

Connect

Read from your Keap (Infusionsoft) account

Get Company
Retrieve details of a Company See docs here
Get Contact
Retrieve details of a Contact See docs here
List Affiliates
List affiliates with optional filters in Keap CRM.
List Contact Notes
List notes for a contact in Keap CRM.
List Opportunities
List opportunities with optional filters.
List Opportunity Stages
List opportunity stages in Keap CRM with optional filtering.
List Tasks
Retrieves a list of tasks based on the provided filter. Tasks which are not assigned may be queried with user_id==UNASSIGNED.
List Users
List users in Keap CRM with optional filtering.
Retrieve Contact Model
Retrieve the custom fields model for contacts to discover available custom field IDs and types.
Retrieve Opportunity
Retrieve a single opportunity by ID.

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Retrieve Opportunity Custom Fields Model
Retrieve the custom fields model for opportunities.
Retrieve Task
Retrieve a single task by ID.
Retrieve User
Retrieve a single user by ID from Keap CRM.
New InvoiceTrigger
Emit new event for each new invoice See docs here
New OrderTrigger
Emit new event for each new order See docs here
New PaymentTrigger
Emit new event for each new payment See docs here

Act

Agents update records and send messages for you, automatically, as drafts, or after you approve.

Add Contact to Automation
Add one or more contacts to an automation sequence in Keap CRM. See docs here
Apply Tag to Contacts
Apply a tag to one or more contacts in Keap CRM.
Create Affiliate
Create a new affiliate in Keap CRM.
Create Company
Create a new company (account) in Keap CRM.
Create Contact
Create a new contact in Keap CRM.
Create Contact Note
Create a new note for a contact in Keap CRM.
Create Opportunity
Create a new opportunity in Keap CRM.
Create Opportunity Stage
Create a new opportunity stage in Keap CRM.
Create Order Item
Add an item to an existing order See docs here
Create Payment
Create or add a payment record See docs here