Keap integration

What it does

The Keap integration lets your agency operate on a client's small-business CRM without leaving TaskJuice. Connect a client's Keap (formerly Infusionsoft) account once and you can create and look up contacts, list contacts with cursor-stable pagination, open sales opportunities, and apply tags to drive the client's automations. Every action targets the Keap REST v1 API, so a workflow you build for one client runs unmodified against the next account you onboard.

Connect a Keap account

1. Open your workspace in TaskJuice and navigate to Connections.
2. Choose Keap and click Connect.
3. Sign in to Keap as a user with permission to install third-party applications and approve the requested scope.
4. Keap issues a single OAuth scope (full) that grants TaskJuice access to every REST v1 endpoint the integration uses.
5. TaskJuice returns to the workspace with the connection ready to use in any workflow.

To revoke access, the account owner can open Keap, navigate to Admin, Settings, and remove the TaskJuice application. The full grant flow is documented in the Keap OAuth setup guide.

Triggers

• keap/contact-added fires when a new contact is created in the client's Keap account. The payload carries the Keap REST Hook envelope (event_key, object_type, object_keys[]); each object_keys entry includes an apiUrl your downstream nodes can use to fetch the full contact record.

Keap REST Hooks do not sign payloads. They authenticate to TaskJuice by sending a shared secret in an HTTP header the agency configures when subscribing the webhook. TaskJuice verifies the secret on every inbound POST and rejects activations that fail the check before they reach the workflow.

Actions

• keap/create-contact creates a contact with name, email and phone arrays, company association, owner, lead source, and a deduplication strategy.
• keap/get-contact retrieves a single contact by ID.
• keap/list-contacts lists contacts with filters (email, name, updated-since window, order) and walks limit + offset pages until the response array is shorter than the page size.
• keap/create-opportunity opens a sales opportunity tied to a contact and stage, with projected revenue and next-action details.
• keap/apply-tag applies a Keap tag to one or more contacts in a single call, which is how most agency automations gate downstream campaigns.

Known limitations

• Keap enforces a per-application throttle (refer to the Keap rate-limiting reference for the current allowance). When the API returns a 429 status, TaskJuice surfaces it as a retryable error and respects the Retry-After header.
• The integration targets the Keap REST v1 API. The v2 REST surface and the legacy XML-RPC surface are not exposed.
• Webhook authentication uses Keap's REST Hooks shared-secret model, not a signed payload. Rotate the configured secret in both Keap and the TaskJuice trigger together when staff turnover happens.
• A connection is scoped to a single Keap tenant. To run workflows across multiple client accounts, create one connection per account.