KEAP n8n INTEGRATION: AUTOMATE KEAP WITH N8N

The Upload File action allows you to programmatically upload files to your Keap account directly from your n8n workflows. This is incredibly useful for automating document management—whether you're attaching contracts to contact records, storing invoices, or archiving important communications.

Key parameters:

• Credential to connect with: Select your authenticated Keap account (required)
• Binary File: Toggle to specify whether file content is sent as binary data; when off, the file is expected as text/string data
• File Association: Dropdown to associate the uploaded file with a specific entity in Keap (optional)
• File Name: Text field to identify the file being uploaded (required)
• File Data: Text area for the actual content of the file (required)
• Is Public: Toggle to set the file's visibility; off by default means private

Use cases:

• Automatically upload signed contracts when e-signature webhooks fire
• Store PDF invoices from accounting software to related contact records
• Archive email attachments received through integrations

This action retrieves multiple files from your Keap account in a single operation. Perfect for bulk operations, reporting, or syncing files to external storage systems.

Key parameters:

• Credential to connect with: Your Keap account authentication (required)
• Return All: Toggle to fetch all available files; when off, respects the Limit parameter
• Limit: Maximum number of files to return—set to 100 by default
• Filters: Add conditions to narrow down which files to retrieve based on specific properties

Use cases:

• Export all files associated with a specific contact for migration
• Generate reports on recently uploaded documents
• Sync Keap files to cloud storage like Dropbox or Google Drive

The Delete File action removes a specific file from your Keap account. Essential for maintaining clean storage and automating file lifecycle management.

Key parameters:

• Credential to connect with: Keap account credential for authentication (required)
• File ID: The unique identifier of the file to delete (required)—supports both static values and dynamic expressions

Use cases:

• Automatically clean up temporary files after processing
• Remove outdated documents when contracts are renewed
• Delete files when contacts request data removal (GDPR compliance)

Send emails directly through your Keap account to specified contacts. This action integrates Keap's email functionality into your automated workflows for personalized outreach.

Key parameters:

• Credential to connect with: Your authenticated Keap account (required)
• Contact IDs: Specify one or multiple contact IDs to receive the email (required)
• Subject: The email subject line (required)
• Additional Fields: Optional section for extra email customization
• Attachments: Add file attachments to the email

Use cases:

• Send welcome emails when new contacts are created from other platforms
• Trigger follow-up emails based on contact activity in external apps
• Deliver personalized notifications when order status changes

Retrieve multiple email records from your Keap account. Useful for auditing email communications, building reports, or syncing email history to other systems.

Key parameters:

• Credential to connect with: Keap authentication (required)
• Return All: Toggle to retrieve all records or respect the limit
• Limit: Maximum emails to return—default is 100
• Filters: Add criteria to narrow down which emails to fetch

Use cases:

• Audit email communication history for specific contacts
• Build engagement reports based on sent emails
• Sync email logs to external analytics platforms

Create new email records in Keap. This action is useful for logging email communications that happen outside of Keap or importing historical email data.

Key parameters:

• Credential to connect with: Your Keap account (required)
• Sent To Address: The recipient email address (optional)
• Sent From Address: The sender email address (optional)
• Additional Fields: Add custom properties related to the email record

Use cases:

• Log external email communications in Keap for complete history
• Import email records from migrated systems
• Track communication touchpoints from third-party email providers

Retrieve multiple ecommerce product records from Keap. Essential for inventory management, product catalog syncing, and building product-based automations.

Key parameters:

• Credential to connect with: Keap authentication (required)
• Return All: Fetch all products or respect the limit
• Limit: Maximum products to return—default is 100
• Filters: Narrow down products by specific criteria

Use cases:

• Sync Keap product catalog to external e-commerce platforms
• Build inventory reports across multiple sales channels
• Trigger alerts when product counts fall below thresholds

Retrieve details of a specific ecommerce product by its ID. Use this when you need complete information about a particular product for processing or validation.

Key parameters:

• Credential to connect with: Your authenticated Keap account (required)
• Product ID: The unique identifier of the product to retrieve (required)

Use cases:

• Fetch product details before processing an order
• Validate product information in multi-step workflows
• Pull product data for personalized communications

Remove a specific ecommerce product from your Keap account. Useful for product lifecycle management and catalog maintenance.

Key parameters:

• Credential to connect with: Keap credentials (required)
• Product ID: The unique identifier of the product to delete (required)

Use cases:

• Automatically remove discontinued products
• Clean up test products after development
• Sync product deletions from primary catalog systems

Create new ecommerce products in Keap directly from your workflows. Perfect for syncing product catalogs from other systems or automating product setup.

Key parameters:

• Credential to connect with: Your Keap account (required)
• Product Name: The name of the product to create (required)
• Additional Fields: Add extra product properties like price, description, SKU

Use cases:

• Automatically create products when added to Shopify or WooCommerce
• Bulk import products from spreadsheets
• Set up products based on form submissions or approval workflows

Retrieve multiple ecommerce order records from Keap. Essential for order management, fulfillment automation, and sales reporting.

Key parameters:

• Credential to connect with: Keap authentication (required)
• Return All: Fetch all orders or respect the limit
• Limit: Maximum orders to return—default is 100
• Options: Additional optional parameters for customizing the request

Use cases:

• Sync orders to fulfillment systems like ShipStation
• Generate daily sales reports
• Trigger follow-up sequences based on purchase patterns

Remove a specific ecommerce order from Keap. Use for order management, cleanup, or handling cancellations.

Key parameters:

• Credential to connect with: Your Keap account (required)
• Order ID: The unique identifier of the order to delete (required)

Use cases:

• Automatically delete cancelled orders
• Clean up test orders from development
• Handle refund workflows that require order removal

Retrieve details of a specific ecommerce order by its ID. Use when you need complete order information for processing or customer service.

Key parameters:

• Credential to connect with: Keap credentials (required)
• Order ID: The unique identifier of the order to retrieve (required)

Use cases:

• Fetch order details for customer support chatbots
• Validate order information before fulfillment
• Pull order data for personalized post-purchase emails

Create new ecommerce orders in Keap. Perfect for logging sales from external platforms or building custom checkout experiences.

Key parameters:

• Credential to connect with: Your Keap account (required)
• Contact ID: The contact associated with the order (required)
• Order Date: Date-time picker for specifying when the order occurred (optional)
• Order Title: Descriptive title for the order (optional)
• Order Type: Dropdown to select the type of order
• Additional Fields: Extra order properties
• Shipping Address: Add shipping address details

Use cases:

• Log orders from external payment processors like Stripe or PayPal
• Create orders when contracts are signed in DocuSign
• Build custom checkout flows with order creation

Retrieve multiple contact tag records from Keap. Useful for tag management, reporting, and building tag-based automation logic.

Key parameters:

• Credential to connect with: Keap authentication (required)
• Contact ID: Filter tags by a specific contact (optional)
• Return All: Fetch all tags or respect the limit
• Limit: Maximum tags to return—default is 100

Use cases:

• Audit tag usage across your contact database
• Build segmentation reports based on tag distribution
• Sync tag assignments to external marketing platforms

Remove specific tags from a contact. Essential for maintaining accurate contact segmentation and automating tag lifecycle.

Key parameters:

• Credential to connect with: Your Keap account (required)
• Contact ID: The contact to remove tags from (required)
• Tag IDs: The tags to be deleted from the contact (required)

Use cases:

• Remove "prospect" tags when contacts become customers
• Clean up expired campaign tags automatically
• Update segmentation when contact status changes

Add tags to a contact in Keap. Tags are fundamental for segmentation and triggering Keap's internal automation.

Key parameters:

• Credential to connect with: Keap credentials (required)
• Contact ID: The contact to add tags to (required)
• Tag Names or IDs: Specify which tags to assign

Use cases:

• Tag contacts based on form submissions from Typeform or Jotform
• Add "high-value" tags when order total exceeds thresholds
• Apply campaign tags when contacts engage with specific content

Update an existing contact note in Keap. Use when you need to modify or append information to existing notes.

Key parameters:

• Credential to connect with: Your Keap account (required)
• Note ID: The identifier of the note to update (required)
• Additional Fields: Extra properties to update on the note

Use cases:

• Append resolution details to support ticket notes
• Update meeting notes after additional conversations
• Add timestamps or status updates to existing notes

Retrieve multiple contact notes from Keap. Essential for auditing contact history, building reports, or syncing notes to other systems.

Key parameters:

• Credential to connect with: Keap authentication (required)
• Return All: Fetch all notes or respect the limit
• Limit: Maximum notes to return—default is 100
• Filters: Narrow down notes by specific criteria

Use cases:

• Export contact interaction history for reporting
• Sync notes to support platforms like Zendesk
• Build engagement timelines across all touchpoints

Retrieve a specific contact note by its ID. Use when you need complete details of a particular note.

Key parameters:

• Credential to connect with: Your Keap account (required)
• Note ID: The unique identifier of the note to retrieve (required)

Use cases:

• Fetch note details for customer service workflows
• Validate note content before processing
• Pull specific notes for compliance audits

Remove a specific contact note from Keap. Useful for data hygiene and managing note lifecycle.

Key parameters:

• Credential to connect with: Keap credentials (required)
• Note ID: The identifier of the note to delete (required)

Use cases:

• Clean up duplicate or erroneous notes
• Remove outdated information automatically
• Handle data deletion requests

Create new notes on contact records. Notes are crucial for maintaining comprehensive contact history and communication logs.

Key parameters:

• Credential to connect with: Your Keap account (required)
• User Name or ID: The user creating the note (required)
• Contact ID: The contact to add the note to (optional but essential for linking)
• Additional Fields: Extra properties for the note

Use cases:

• Log support interactions from Intercom or Zendesk
• Create meeting notes when calendar events complete
• Document webhook events and external interactions

Retrieve multiple contact records from Keap. This is your go-to action for bulk contact operations and data syncing.

Key parameters:

• Credential to connect with: Keap authentication (required)
• Return All: Fetch all contacts or respect the limit
• Limit: Maximum contacts to return—default is 100
• Options: Additional parameters to customize the request

Use cases:

• Sync contacts to email marketing platforms
• Build contact reports and analytics
• Export contact data for migration or backup

Retrieve details of a specific contact by their ID. Use when you need complete information about a particular contact.

Key parameters:

• Credential to connect with: Your Keap account (required)
• Contact ID: The unique identifier of the contact to retrieve (required)
• Options: Additional retrieval options

Use cases:

• Fetch contact details for personalized communications
• Validate contact information before processing
• Pull contact data for CRM sync workflows

Remove a contact from your Keap database. Handle with care—this action permanently deletes contact records.

Key parameters:

• Credential to connect with: Keap credentials (required)
• Contact ID: The identifier of the contact to delete (required)

Use cases:

• Process GDPR deletion requests automatically
• Clean up test contacts after development
• Handle unsubscribe requests that require full removal

This is the most versatile contact action—it creates a new contact or updates an existing one based on duplicate detection. Perfect for maintaining clean data while processing inbound leads.

Key parameters:

• Credential to connect with: Your Keap account (required)
• Duplicate Option: How to identify duplicates—set to "Email" to match by email address
• Additional Fields: Extra contact properties
• Addresses: Add multiple address entries
• Emails: Add multiple email addresses
• Faxes: Add fax numbers

Use cases:

• Process form submissions without creating duplicates
• Sync contacts from multiple sources into clean records
• Update contact information when profiles change in external systems

Retrieve multiple company records from Keap. Essential for B2B operations and account-based workflows.

Key parameters:

• Credential to connect with: Keap authentication (required)
• Return All: Fetch all companies or respect the limit
• Limit: Maximum companies to return—default is 100
• Options: Additional optional parameters

Use cases:

• Sync company data to business intelligence tools
• Build account-based marketing reports
• Export company records for sales territory planning

Create new company records in Keap. Use for B2B contact management and account hierarchy setup.

Key parameters:

• Credential to connect with: Your Keap account (required)
• Company Name: The name of the company to create (required)
• Additional Fields: Extra company properties
• Addresses: Add company addresses
• Faxes: Add company fax numbers
• Phones: Add company phone numbers

Use cases:

• Automatically create company records when new business contacts are added
• Sync companies from LinkedIn or business databases
• Set up account hierarchies from CRM imports