# Connect 2Chat and Keap

When **Incoming Call Completed** fires in [2Chat](https://apiant.ai/connections/2chat), your agent runs **Add contact to campaign sequence** in [Keap](https://apiant.ai/connections/keap), or **New Contact** in Keap to **Create Contact** in 2Chat. Describe the whole flow and it is built, tested on every scenario and kept running.

2Chat **13** triggers 2Chat **1** action Keap **2** triggers Keap **37** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want 2Chat and Keap to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.

### Set it up in your client

### Claude Code

Run this in the directory you want to work in.

`claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai`

Start Claude Code there, approve the server, and sign in in the browser page it opens.

[Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code)

### Claude, web and desktop

Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Codex and the ChatGPT desktop app

Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Any other MCP client

Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

Example flows

## What 2Chat and Keap can do together

### From 2Chat to Keap

- When **Incoming Call Completed** in 2Chat then **Add contact to campaign sequence** in Keap
- When **New WhatsApp Conversation** in 2Chat then **Add order** in Keap

### From Keap to 2Chat

- When **New Contact** in Keap then **Create Contact** in 2Chat

Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.

Everything your agent can do with 2Chat and Keap

## Triggers and actions 15 triggers · 38 actions

- Trigger

**Call Status Update**

Triggers when a call changes state. E.g.: ringing, missed, answered, canceled, completed, etc.

- Trigger

**Incoming Call Completed**

Triggers when an incoming phone call is completed (answered or missed).

- Trigger

**New WhatsApp Conversation**

Triggers when a new WhatsApp conversation is started on your 2Chat connected number.

- Trigger

**New WhatsApp Message**

Triggers when a new message is either sent or received on 2Chat. Works for messages sent by agents or sent by your users/customers.

- Trigger

**Outgoing Call Completed**

Triggers when an outgoing phone call is completed (answered or canceled).

- Trigger

**Participant Joined a WhatsApp Group**

Triggers when someone joins a WhatsApp Group

- Trigger

**Participant Left a WhatsApp Group**

Triggers when someone leaves a WhatsApp Group

- Trigger

**Participant Was Removed From a WhatsApp Group**

Triggers when someone is removed from a WhatsApp Group

- Trigger

**WhatsApp Audio Message Transcribed**

Triggers when a new WhatsApp audio message is transcribed to text.

- Trigger

**WhatsApp Call Made**

Triggers when a new WhatsApp call is made from your connected number.

- Trigger

**WhatsApp Call Received**

Triggers when a new WhatsApp call is received on your connected number.

- Trigger

**WhatsApp Group Message Received**

Triggers when a new WhatsApp Group Message is received

- Trigger

**WhatsApp Order Received**

Triggers when a WhatsApp Order is received on your 2Chat connected number.

- Action

**Create Contact**

Creates a Contact in 2Chat

- Trigger

**New Contact**

Polling trigger: fires when a new contact is created in Keap.

- Trigger

**Updated Contact**

Polling trigger: fires when a contact is updated in Keap.

- Action

**Add contact to campaign sequence**

Adds one or more contacts to a sequence in a Keap campaign and returns the result for each contact.

- Action

**Add order**

Creates a one-time order for a contact in Keap, with its order items.

- Action

**Add product**

Creates a new product in Keap with a name, price and description, plus optional SKU, tax, shipping and inventory settings.

- Action

**Apply Tag to Contact**

Apply one or more tags to a contact.

- Action

**Create Company**

Create a new company.

- Action

**Create Contact**

Create a new Keap contact.

- Action

**Create Contact Custom Field**

Create a new custom field on the contact model.

- Action

**Create Note**

Create a note attached to a contact.

- Action

**Create Opportunity**

Create a sales opportunity.

- Action

**Create Tag**

Create a new tag, optionally in a category.

- Action

**Create Task**

Create a task, optionally linked to a contact.

- Action

**Delete Contact**

Delete a Keap contact by ID.

- Action

**Delete note**

Deletes a note from a Keap contact's record.

- Action

**Delete task**

Deletes a task in Keap by its ID.

- Action

**Get company**

Returns a single Keap company by its ID, including address, contact details and custom fields.

- Action

**Get Contact**

Retrieve a Keap contact by ID.

- Action

**Get Contact Tags**

List tags applied to a contact.

- Action

**Get note**

Returns a single note on a Keap contact, including its title, text, type and assigned user.

- Action

**Get opportunity**

Returns one Keap opportunity by its id, including its contact, stage, owner, revenue projections and custom field values.

- Action

**Get order**

Returns a single Keap order by its id, including the contact, order items, totals, payment plan and shipping information.

- Action

**Get product**

Returns a single Keap product by its ID, including price, inventory, options and subscription plans.

- Action

**Get task**

Returns a single Keap task by its ID, including its title, due time, priority, assignee and completion status.

- Action

**List campaigns**

Returns the campaigns in your Keap account, optionally filtered by name and sorted.

- Action

**List Companies**

List companies.

- Action

**List Contact Custom Fields**

Retrieve the contact model including custom fields.

- Action

**List Contacts**

List Keap contacts, optionally filtered by email.

- Action

**List notes**

Returns the notes recorded on a Keap contact, optionally filtered by title, assigned user or time range.

- Action

**List products**

Returns a list of products in your Keap account, optionally filtered by name.

- Action

**List Tags**

List all tags.

- Action

**List users**

Returns the users of the Keap account, optionally filtered by email or name.

- Action

**Remove Tag from Contact**

Remove a tag from a contact.

- Action

**Send email**

Sends an email from a Keap user to one or more contacts.

- Action

**Update company**

Updates an existing company in Keap with the values you provide; fields left blank are not changed.

- Action

**Update Contact**

Update an existing Keap contact by ID.

- Action

**Update note**

Updates an existing note on a Keap contact, changing its title, type, text, pin state or assigned user.

- Action

**Update opportunity**

Updates an existing opportunity in Keap, changing only the details you fill in.

- Action

**Update task**

Updates an existing task in Keap, changing only the details you provide.

## Each app on its own

- [ **2Chat** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connections/2chat)
- [ **Keap** Keap (formerly Infusionsoft) CRM and marketing automation.](https://apiant.ai/connections/keap)

Reviews

## What our customers say

## More from 2Chat

- [ **2Chat to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/2chat-to-hubspot)
- [ **2Chat to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/2chat-to-salesforce)
- [ **2Chat to GatewayAPI SMS** GatewayAPI SMS is an API service providing out- and ingoing SMS message services at competitive prices.](https://apiant.ai/connect/2chat-to-gatewayapi-sms)
- [ **2Chat to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/2chat-to-slack)
- [ **2Chat to Google Sheets** Google Sheets](https://apiant.ai/connect/2chat-to-google-sheets)
- [ **2Chat to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/2chat-to-gmail)

## More into Keap

- [ **HubSpot to Keap** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-keap)
- [ **Google Sheets to Keap** Google Sheets](https://apiant.ai/connect/google-sheets-to-keap)
- [ **Gmail to Keap** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-keap)
- [ **Google Calendar to Keap** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-keap)
- [ **Google Drive to Keap** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-keap)
- [ **ActiveCampaign to Keap** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-keap)

Questions

## 2Chat and Keap, answered

###

### What can start an automation from 2Chat?

Any of 2Chat's 13 triggers in the catalog, including Incoming Call Completed, New WhatsApp Conversation, New WhatsApp Message and Outgoing Call Completed. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Keap when something happens in 2Chat?

Any of Keap's 37 actions, including Create Company, Create Contact, Create Contact Custom Field and Create Note. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Keap to 2Chat?

Yes. When something happens in Keap, your agent can act in 2Chat too. This page covers both directions: Keap's triggers and 2Chat's actions are listed here as well.

###

### Do I have to build a connector for 2Chat or Keap?

No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.

###

### What happens when something fails?

Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.

###

### Is there a free plan?

Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.
