Keap Crm Automation Management

---
name: keap-crm-automation-management
description: "Keap API integration with managed OAuth. Manage contacts, companies, tags, tasks, orders, opportunities, and campaigns for CRM and marketing automation. Use this skill when users want to create and manage contacts, apply tags, track opportunities, or automate marketing workflows…"
category: "Productivity"
author: community
version: "1.0.2"
icon: check-square
---

# Keap

Access the Keap API with managed OAuth authentication. Manage contacts, companies, tags, tasks, orders, opportunities, campaigns, and more for CRM and marketing automation.

## Quick Start

```bash
# List contacts
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://gateway.maton.ai/keap/crm/rest/v2/contacts?page_size=10')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF
```

## Base URL

```
https://gateway.maton.ai/keap/crm/rest/{api-path}
```

The gateway proxies requests to `api.infusionsoft.com/crm/rest` and automatically injects your OAuth token.

## Authentication

All requests require the Maton API key in the Authorization header:

```
Authorization: Bearer $MATON_API_KEY
```

**Environment Variable:** Set your API key as `MATON_API_KEY`:

```bash
export MATON_API_KEY="YOUR_API_KEY"
```

### Getting Your API Key

1. Sign in or create an account at [maton.ai](https://maton.ai)
2. Go to [maton.ai/settings](https://maton.ai/settings)
3. Copy your API key

## Connection Management

Manage your Keap OAuth connections at `https://ctrl.maton.ai`.

### List Connections

```bash
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://ctrl.maton.ai/connections?app=keap&status=ACTIVE')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF
```

### Create Connection

```bash
python <<'EOF'
import urllib.request, os, json
data = json.dumps({'app': 'keap'}).encode()
req = urllib.request.Request('https://ctrl.maton.ai/connections', data=data, method='POST')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
req.add_header('Content-Type', 'application/json')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF
```

### Get Connection

```bash
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://ctrl.maton.ai/connections/{connection_id}')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF
```

**Response:**
```json
{
  "connection": {
    "connection_id": "d5242090-02ae-4195-83e3-8deca823eb9a",
    "status": "ACTIVE",
    "creation_time": "2026-02-08T01:34:44.738374Z",
    "last_updated_time": "2026-02-08T01:35:20.106942Z",
    "url": "https://connect.maton.ai/?session_token=...",
    "app": "keap",
    "metadata": {}
  }
}
```

Open the returned `url` in a browser to complete OAuth authorization.

### Delete Connection

```bash
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://ctrl.maton.ai/connections/{connection_id}', method='DELETE')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF
```

### Specifying Connection

If you have multiple Keap connections, specify which one to use with the `Maton-Connection` header:

```bash
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://gateway.maton.ai/keap/crm/rest/v2/contacts')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
req.add_header('Maton-Connection', 'd5242090-02ae-4195-83e3-8deca823eb9a')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF
```

If omitted, the gateway uses the default (oldest) active connection.

## API Reference

### User Info

#### Get Current User

```bash
GET /keap/crm/rest/v2/oauth/connect/userinfo
```

**Response:**
```json
{
  "email": "user@example.com",
  "sub": "1",
  "id": "4236128",
  "keap_id": "user@example.com",
  "family_name": "Doe",
  "given_name": "John",
  "is_admin": true
}
```

### Contact Operations

#### List Contacts

```bash
GET /keap/crm/rest/v2/contacts
```

Query parameters:
- `page_size` - Number of results per page (default 50, max 1000)
- `page_token` - Token for next page
- `filter` - Filter expression
- `order_by` - Sort order
- `fields` - Fields to include in response

**Response:**
```json
{
  "contacts": [
    {
      "id": "9",
      "family_name": "Park",
      "given_name": "John"
    }
  ],
  "next_page_token": ""
}
```

#### Get Contact

```bash
GET /keap/crm/rest/v2/contacts/{contact_id}
```

#### Create Contact

```bash
POST /keap/crm/rest/v2/contacts
Content-Type: application/json

{
  "given_name": "John",
  "family_name": "Doe",
  "email_addresses": [
    {"email": "john@example.com", "field": "EMAIL1"}
  ],
  "phone_numbers": [
    {"number": "555-1234", "field": "PHONE1"}
  ]
}
```

**Response:**
```json
{
  "id": "13",
  "family_name": "Doe",
  "given_name": "John"
}
```

#### Update Contact

```bash
PATCH /keap/crm/rest/v2/contacts/{contact_id}
Content-Type: application/json

{
  "given_name": "Jane"
}
```

#### Delete Contact

```bash
DELETE /keap/crm/rest/v2/contacts/{contact_id}
```

Returns 204 on success.

#### Get Contact Notes

```bash
GET /keap/crm/rest/v2/contacts/{contact_id}/notes
```

#### Create Contact Note

```bash
POST /keap/crm/rest/v2/contacts/{contact_id}/notes
Content-Type: application/json

{
  "body": "Note content here",
  "title": "Note Title"
}
```

### Company Operations

#### List Companies

```bash
GET /keap/crm/rest/v2/companies
```

#### Get Company

```bash
GET /keap/crm/rest/v2/companies/{company_id}
```

#### Create Company

```bash
POST /keap/crm/rest/v2/companies
Content-Type: application/json

{
  "company_name": "Acme Corp",
  "phone_number": {"number": "555-1234", "type": "MAIN"},
  "website": "https://acme.com"
}
```

#### Update Company

```bash
PATCH /keap/crm/rest/v2/companies/{company_id}
Content-Type: application/json

{
  "company_name": "Acme Corporation"
}
```

#### Delete Company

```bash
DELETE /keap/crm/rest/v2/companies/{company_id}
```

### Tag Operations

#### List Tags

```bash
GET /keap/crm/rest/v2/tags
```

**Response:**
```json
{
  "tags": [
    {
      "id": "91",
      "name": "Nurture Subscriber",
      "description": "",
      "category": {"id": "10"},
      "create_time": "2017-04-24T17:26:26Z",
      "update_time": "2017-04-24T17:26:26Z"
    }
  ],
  "next_page_token": ""
}
```

#### Get Tag

```bash
GET /keap/crm/rest/v2/tags/{tag_id}
```

#### Create Tag

```bash
POST /keap/crm/rest/v2/tags
Content-Type: application/json

{
  "name": "VIP Customer",
  "description": "High value customers"
}
```

#### Update Tag

```bash
PATCH /keap/crm/rest/v2/tags/{tag_id}
Content-Type: application/json

{
  "name": "Premium Customer"
}
```

#### Delete Tag

```bash
DELETE /keap/crm/rest/v2/tags/{tag_id}
```

#### List Contacts with Tag

```bash
GET /keap/crm/rest/v2/tags/{tag_id}/contacts
```

#### Apply Tags to Contacts

```bash
POST /keap/crm/rest/v2/tags/{tag_id}/contacts:applyTags
Content-Type: application/json

{
  "contact_ids": ["1", "2", "3"]
}
```

#### Remove Tags from Contacts

```bash
POST /keap/crm/rest/v2/tags/{tag_id}/contacts:removeTags
Content-Type: application/json

{
  "contact_ids": ["1", "2", "3"]
}
```

### Tag Category Operations

#### List Tag Categories

```bash
GET /keap/crm/rest/v2/tags/categories
```

#### Create Tag Category

```bash
POST /keap/crm/rest/v2/tags/categories
Content-Type: application/json

{
  "name": "Customer Segments"
}
```

### Task Operations

#### List Tasks

```bash
GET /keap/crm/rest/v2/tasks
```

#### Get Task

```bash
GET /keap/crm/rest/v2/tasks/{task_id}
```

#### Create Task

```bash
POST /keap/crm/rest/v2/tasks
Content-Type: application/json

{
  "title": "Follow up call",
  "description": "Call to discuss proposal",
  "due_date": "2026-02-15T10:00:00Z",
  "contact": {"id": "9"}
}
```

#### Update Task

```bash
PATCH /keap/crm/rest/v2/tasks/{task_id}
Content-Type: application/json

{
  "completed": true
}
```

#### Delete Task

```bash
DELETE /keap/crm/rest/v2/tasks/{task_id}
```

### Opportunity Operations

#### List Opportunities

```bash
GET /keap/crm/rest/v2/opportunities
```

#### Get Opportunity

```bash
GET /keap/crm/rest/v2/opportunities/{opportunity_id}
```

#### Create Opportunity

```bash
POST /keap/crm/rest/v2/opportunities
Content-Type: application/json

{
  "opportunity_title": "New Deal",
  "contact": {"id": "9"},
  "stage": {"id": "1"},
  "estimated_close_date": "2026-03-01"
}
```

#### Update Opportunity

```bash
PATCH /keap/crm/rest/v2/opportunities/{opportunity_id}
Content-Type: application/json

{
  "stage": {"id": "2"}
}
```

#### Delete Opportunity

```bash
DELETE /keap/crm/rest/v2/opportunities/{opportunity_id}
```

#### List Opportunity Stages

```bash
GET /keap/crm/rest/v2/opportunities/stages
```

### Order Operations

#### List Orders

```bash
GET /keap/crm/rest/v2/orders
```

#### Get Order

```bash
GET /keap/crm/rest/v2/orders/{order_id}
```

#### Create Order

```bash
POST /keap/crm/rest/v2/orders
Content-Type: application/json

{
  "contact": {"id": "9"},
  "order_date": "2026-02-08",
  "order_title": "Product Order"
}
```

#### Add Order Item

```bash
POST /keap/crm/rest/v2/orders/{order_id}/items
Content-Type: application/json

{
  "product": {"id": "1"},
  "quantity": 2
}
```

### Product Operations

#### List Products

```bash
GET /keap/crm/rest/v2/products
```

#### Get Product

```bash
GET /keap/crm/rest/v2/products/{product_id}
```

#### Create Product

```bash
POST /keap/crm/rest/v2/products
Content-Type: application/json

{
  "product_name": "Consulting Package",
  "product_price": 500.00,
  "product_short_description": "1 hour consulting"
}
```

### Campaign Operations

#### List Campaigns

```bash
GET /keap/crm/rest/v2/campaigns
```

#### Get Campaign

```bash
GET /keap/crm/rest/v2/campaigns/{campaign_id}
```

#### List Campaign Sequences

```bash
GET /keap/crm/rest/v2/campaigns/{campaign_id}/sequences
```

#### Add Contacts to Sequence

```bash
POST /keap/crm/rest/v2/campaigns/{campaign_id}/sequences/{sequence_id}:addContacts
Content-Type: application/json

{
  "contact_ids": ["1", "2"]
}
```

#### Remove Contacts from Sequence

```bash
POST /keap/crm/rest/v2/campaigns/{campaign_id}/sequences/{sequence_id}:removeContacts
Content-Type: application/json

{
  "contact_ids": ["1", "2"]
}
```

### Email Operations

#### List Emails

```bash
GET /keap/crm/rest/v2/emails
```

#### Get Email

```bash
GET /keap/crm/rest/v2/emails/{email_id}
```

#### Send Email

```bash
POST /keap/crm/rest/v2/emails:send
Content-Type: application/json

{
  "contacts": [{"id": "9"}],
  "subject": "Hello",
  "html_content": "<p>Email body</p>"
}
```

### User Operations

#### List Users

```bash
GET /keap/crm/rest/v2/users
```

#### Get User

```bash
GET /keap/crm/rest/v2/users/{user_id}
```

### Subscription Operations

#### List Subscriptions

```bash
GET /keap/crm/rest/v2/subscriptions
```

#### Get Subscription

```bash
GET /keap/crm/rest/v2/subscriptions/{subscription_id}
```

### Affiliate Operations

#### List Affiliates

```bash
GET /keap/crm/rest/v2/affiliates
```

#### Get Affiliate

```bash
GET /keap/crm/rest/v2/affiliates/{affiliate_id}
```

### Automation Operations

#### List Automations

```bash
GET /keap/crm/rest/v2/automations
```

#### Get Automation

```bash
GET /keap/crm/rest/v2/automations/{automation_id}
```

## Pagination

Keap uses token-based pagination:

```bash
GET /keap/crm/rest/v2/contacts?page_size=50
```

**Response:**
```json
{
  "contacts": [...],
  "next_page_token": "abc123"
}
```

For subsequent pages, use the `page_token` parameter:

```bash
GET /keap/crm/rest/v2/contacts?page_size=50&page_token=abc123
```

When `next_page_token` is empty, there are no more pages.

## Filtering

Use the `filter` parameter for filtering results:

```bash
GET /keap/crm/rest/v2/contacts?filter=given_name==John
GET /keap/crm/rest/v2/contacts?filter=email_addresses.email==john@example.com
GET /keap/crm/rest/v2/tasks?filter=completed==false
```

## Code Examples

### JavaScript

```javascript
const response = await fetch(
  'https://gateway.maton.ai/keap/crm/rest/v2/contacts?page_size=10',
  {
    headers: {
      'Authorization': `Bearer ${process.env.MATON_API_KEY}`
    }
  }
);
const data = await response.json();
```

### Python

```python
import os
import requests

response = requests.get(
    'https://gateway.maton.ai/keap/crm/rest/v2/contacts',
    headers={'Authorization': f'Bearer {os.environ["MATON_API_KEY"]}'},
    params={'page_size': 10}
)
data = response.json()
```

## Notes

- All API paths must include `/crm/rest` prefix (e.g., `/keap/crm/rest/v2/contacts`)
- Keap uses v2 REST API (previous v1 API is deprecated)
- Timestamps are in ISO 8601 format
- IDs are returned as strings
- Pagination uses `page_size` and `page_token` (not offset-based)
- Maximum `page_size` is 1000
- IMPORTANT: When piping curl output to `jq` or other commands, environment variables like `$MATON_API_KEY` may not expand correctly in some shell environments

## Error Handling

| Status | Meaning |
|--------|---------|
| 400 | Missing Keap connection or invalid request |
| 401 | Invalid or missing Maton API key |
| 403 | Not authorized (check OAuth scopes) |
| 404 | Resource not found |
| 429 | Rate limited |
| 4xx/5xx | Passthrough error from Keap API |

### Troubleshooting: API Key Issues

1. Check that the `MATON_API_KEY` environment variable is set:

```bash
echo $MATON_API_KEY
```

2. Verify the API key is valid by listing connections:

```bash
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://ctrl.maton.ai/connections')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF
```

### Troubleshooting: Invalid App Name

1. Ensure your URL path starts with `keap`. For example:

- Correct: `https://gateway.maton.ai/keap/crm/rest/v2/contacts`
- Incorrect: `https://gateway.maton.ai/crm/rest/v2/contacts`

## Resources

- [Keap Developer Portal](https://developer.infusionsoft.com/)
- [Keap REST API V2 Documentation](https://developer.infusionsoft.com/docs/restv2/)
- [Getting Started Guide](https://developer.infusionsoft.com/getting-started/)
- [OAuth 2.0 Authentication](https://developer.infusionsoft.com/authentication/)
- [Maton Community](https://discord.com/invite/dBfFAcefs2)
- [Maton Support](mailto:support@maton.ai)