--- title: "Connect Circle and Keap - APIANT.ai" description: "When \"New Access Group\" fires in Circle, your agent runs \"Add contact to campaign sequence\" in Keap, or \"New Contact\" in Keap to \"Create Contact\" in Circle." canonical: "https://apiant.ai/connect/circle-to-keap" --- # Connect Circle and Keap When **New Access Group** fires in [Circle](https://apiant.ai/connections/circle), your agent runs **Add contact to campaign sequence** in [Keap](https://apiant.ai/connections/keap), or **New Contact** in Keap to **Create Contact** in Circle. Describe the whole flow and it is built, tested on every scenario and kept running. Circle **16** triggers Circle **21** actions 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 Circle and Keap to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. 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 Circle and Keap can do together ### From Circle to Keap - When **New Access Group** in Circle then **Add contact to campaign sequence** in Keap - When **New Comment Posted** in Circle then **Add order** in Keap ### From Keap to Circle - When **New Contact** in Keap then **Create Contact** in Circle - When **Updated Contact** in Keap then **Send Direct Message** in Circle 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 Circle and Keap ## Triggers and actions 18 triggers · 58 actions - Trigger **Content Approved** Triggers when a moderator approves reported (flagged) content in your Circle community. - Trigger **Content Flagged** Triggers when a piece of community content (a post, comment or message) is reported for moderation. - Trigger **Content Rejected** Triggers when a moderator rejects reported content (a post or comment) in your Circle community. - Trigger **New Access Group** Triggers when a new access group is created in your Circle community. - Trigger **New Comment Posted** Triggers when a new comment is posted in your Circle community, optionally limited to one space or post. - Trigger **New Event Created** Triggers when a new event is published in your Circle community, optionally limited to one event space. - Trigger **New Event RSVP** Triggers when a member RSVPs yes to the selected Circle event. - Trigger **New Member Active Subscription** Triggers when a community member's paid subscription becomes active in Circle. - Trigger **New Member Added** Triggers when a new member joins the Circle community. Optionally includes invited members who have not finished setting up their profile, or only members with chosen tags. - Trigger **New Member Canceled Subscription** Triggers when a community member's paid subscription is canceled in Circle, returning the canceled subscription with its member and paywall details. - Trigger **New Member Paid Charge** Triggers when a community member is charged successfully (a new paid charge appears in Circle). - Trigger **New Member Past Due Subscription** Triggers when a community member's paid subscription becomes past due. - Trigger **New Member Refunded Charge** Triggers when a member's charge is refunded, fully or partially, in your Circle community. - Trigger **New Post** Triggers when a new basic post is published in your Circle community, optionally limited to one space or space group. - Trigger **New Space Created** Triggers when a new space is created in your Circle community. - Trigger **New Tagged Member** Triggers when a member tag is applied to a community member or contact in your Circle community. - Action **Add Member to Space Group** Adds an existing community member, by email, to a space group and to every space in that group. Does nothing if they are already in the group. - Action **Create Comment** Creates a comment on a Circle post, or a reply to an existing comment, optionally authored as another community member. - Action **Create Contact** Creates a non-member contact (lead) in your Circle community from an email address. The contact appears in your audience for email marketing but has no login or community access. - Action **Create Course Section** Creates a new section at the end of a course space. The section starts with no lessons. - Action **Find Member** Finds a community member by their exact email address, including invited members who have not finished setting up their profile. - Action **Has Member Tag** Checks whether the community member with a given email address has a given member tag, and returns true or false along with the member's id and tags. - Action **Invite Member** Invites a person to your Circle community by email, creating their Circle account if needed, and optionally adds them to spaces, space groups and member tags. Returns the new community member. - Action **Is Member of Space** Checks whether a community member, identified by email, belongs to a chosen space and returns their space membership details. - Action **Is Member of Space Group** Checks whether a community member, identified by email, belongs to a space group, and returns their membership details when they do. - Action **Mark Course Lesson as Completed** Marks a course lesson as completed for a member of the course space, identified by their email address. - Action **Remove Member** Removes a member from your Circle community by deactivating their membership and canceling their running paid subscriptions. Their posts and comments are kept, and inviting the same email again restores the membership. - Action **Remove Member From Access Group** Removes a community member, identified by member ID or email, from an access group. - Action **Remove Member From Event** Removes a member's RSVP from a Circle event, identified by the member's email. The attendee record is kept with its RSVP set to no. - Action **Remove Member From Space** Removes a community member, identified by email, from a space. The person stays a member of the community. - Action **Remove Member From Space Group** Removes a member from a space group and from every space in that group. They stay a member of the community. - Action **RSVP Member to Event** Adds a community member, identified by email, to an event. The member is RSVPed directly when the event auto-RSVPs invited attendees; otherwise they are invited. - Action **Send Direct Message** Sends a direct chat message to a Circle community member, identified by email, optionally as a reply in a thread. - Action **Start a Group Chat** Sends a message to a group of community members in a group chat, starting the group chat if it does not exist yet. The message is sent as the community member the connection authenticates as. - Action **Tag Member** Applies a member tag to the community member with the given email. If the member already has the tag, it is kept. - Action **Untag Member** Removes a member tag from the community member with the given email. The tag itself stays in the community; only its assignment to that member is removed. - Action **Update Event** Updates an existing event in a Circle event space. Only the fields you fill in are changed; everything else on the event stays as it is. - 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 - [ **Circle** A modern community platform for creators.](https://apiant.ai/connections/circle) - [ **Keap** Keap (formerly Infusionsoft) CRM and marketing automation.](https://apiant.ai/connections/keap) Reviews ## What our customers say ## More from Circle - [ **Circle to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/circle-to-hubspot) - [ **Circle to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/circle-to-salesforce) - [ **Circle to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/circle-to-slack) - [ **Circle to Google Sheets** Google Sheets](https://apiant.ai/connect/circle-to-google-sheets) - [ **Circle to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/circle-to-gmail) - [ **Circle to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/circle-to-google-calendar) ## 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 ## Circle and Keap, answered ### ### What can start an automation from Circle? Any of Circle's 16 triggers in the catalog, including New Access Group, New Comment Posted, New Event Created and New Event RSVP. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Keap when something happens in Circle? 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 Circle? Yes. When something happens in Keap, your agent can act in Circle too. This page covers both directions: Keap's triggers and Circle's actions are listed here as well. ### ### Do I have to build a connector for Circle 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. ### ### Can my AI client use Circle and Keap without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### 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.