Skip to main content

Keap

Prefer guided AI setup?

Instead of following these steps manually, you can use the AI Credential Assistant — describe what you want to connect and the AI will walk you through the setup step by step, tailored to your account.

Overview​

Keap (formerly Infusionsoft) is an all-in-one CRM and marketing automation platform for small businesses. Connect your Keap account to automate marketing campaigns, contact management, and sales processes.

Authentication Type​

OAuth2

Setup Instructions​

Step 1: Create a Keap Developer Account​

  1. Go to Keap Developer Portal
  2. Sign in or create a developer account

Step 2: Create an Application​

  1. Go to Apps > Create New App
  2. Enter your application details:
    • App Name
    • Description
    • Redirect URI (add Nirvai's OAuth callback URL)
  3. Click Create

Step 3: Get Your Credentials​

  1. After creating the app, go to Keys
  2. Copy your Client ID and Client Secret

Step 4: Connect in Nirvai​

  1. Add a new Keap credential in Nirvai
  2. Click Connect to authorize access
  3. Log in to your Keap account when prompted

Common Use Cases​

  • Manage contacts and leads
  • Create automated email campaigns
  • Track sales opportunities
  • Set up appointment scheduling
  • Build marketing funnels

API Documentation​

Keap REST API Documentation

Next Steps​

Got your credential? Connect it to an agent

Use the AI Tool Creator to turn this credential into agent-callable tools. Describe what your agent should be able to do and the AI investigates the API, configures the endpoints, and gives you a reviewable toolkit before saving anything.