# Connect ComplyCube and Keap

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

ComplyCube **2** triggers ComplyCube **39** 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 ComplyCube 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 ComplyCube and Keap can do together

### From ComplyCube to Keap

- When **Check Completed** in ComplyCube then **Add contact to campaign sequence** in Keap
- When **New Event** in ComplyCube then **Add order** in Keap

### From Keap to ComplyCube

- When **New Contact** in Keap then **Add Note** in ComplyCube
- When **Updated Contact** in Keap then **Create Client** in ComplyCube

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 ComplyCube and Keap

## Triggers and actions 4 triggers · 76 actions

- Trigger

**Check Completed**

Triggers when a new check is received.

- Trigger

**New Event**

Triggers when a new event is received.

- Action

**Add Note**

Add a note to a client for investigations, reviews, or compliance reporting.

- Action

**Create Address**

Creates a new address for a client.

- Action

**Create Check**

Create a verification check (identity, document, AML, or other check type) against a client.

- Action

**Create Client**

Updates clients details using the given input.

- Action

**Create Document**

Creates a new document for a client.

- Action

**Create Session**

Creates a verification session link using workflow templates.

- Action

**Delete Address**

Deletes an existing address.

- Action

**Delete Client**

Deletes an existing client.

- Action

**Delete Document**

Deletes an existing document.

- Action

**Delete Note**

Delete a note.

- Action

**Find Addresses**

Search and verify an address for KYC address checks.

- Action

**Find Companies**

Search for companies by name or registration details for KYB checks.

- Action

**Generate Check Report**

Generate a PDF report for a specific check.

- Action

**Generate Client Report**

Generate a PDF report summarizing a client's compliance record.

- Action

**Generate Session Report**

Generates a session report PDF and returns it as a file for use in later Zap steps.

- Action

**Generate Token**

Generate an SDK token to securely authenticate a frontend user session.

- Action

**Get Address**

Retrieves an address using "Address ID".

- Action

**Get Check Results**

Retrieves a check's results using "Check ID".

- Action

**Get Client**

Retrieves a client's results using "Client ID".

- Action

**Get Company Details**

Retrieve detailed information about a company by its ID.

- Action

**Get Document**

Retrieves a document using "Document ID".

- Action

**Get Live Photo**

Retrieve a client's live photo by ID.

- Action

**Get Note**

Retrieve a note by ID.

- Action

**Get Risk Profile**

Retrieve a client's AML risk profile and score.

- Action

**Get Session Results**

Retrieves a session's results using "Session ID".

- Action

**List Addresses**

List addresses linked to a client.

- Action

**List Checks**

List checks performed on a client.

- Action

**List Clients**

List clients with optional filters and pagination.

- Action

**List Documents**

List documents linked to a client.

- Action

**List Live Photos**

List a client's live photos.

- Action

**List Notes**

List notes linked to a client.

- Action

**List Workflow Sessions**

List a client's workflow sessions.

- Action

**Update Address**

Updates an existing address.

- Action

**Update Check**

Update an existing check's parameters.

- Action

**Update Client**

Updates clients details using the given input.

- Action

**Update Document**

Updates an existing document.

- Action

**Update Note**

Update an existing note.

- Action

**Upload Document Image**

Uploads an image attachment (front or back) to an existing document.

- Action

**Upload Live Photo**

Upload a client's live photo (selfie) for biometric identity and liveness verification.

- 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

- [ **ComplyCube** ComplyCube is an all-in-one identity verification, KYC and anti-money laundering compliance platform for...](https://apiant.ai/connections/complycube)
- [ **Keap** Keap (formerly Infusionsoft) CRM and marketing automation.](https://apiant.ai/connections/keap)

Reviews

## What our customers say

## More from ComplyCube

- [ **ComplyCube to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/complycube-to-hubspot)
- [ **ComplyCube to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/complycube-to-salesforce)
- [ **ComplyCube to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/complycube-to-slack)
- [ **ComplyCube to Google Sheets** Google Sheets](https://apiant.ai/connect/complycube-to-google-sheets)
- [ **ComplyCube to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/complycube-to-gmail)
- [ **ComplyCube to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/complycube-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

## ComplyCube and Keap, answered

###

### What can start an automation from ComplyCube?

Any of ComplyCube's 2 triggers in the catalog, including Check Completed and New Event. Describe the moment in plain language and your agent picks the right one.

###

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

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 ComplyCube?

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

###

### Do I have to build a connector for ComplyCube 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.
