Integration
Connect Keap to Folderit Dms
When New Contact fires in Keap, your agent runs Add entity tasks in Folderit Dms. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Keap and Folderit Dms to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Keap can start in Folderit Dms
When New Contact in Keap
then Add entity tasks in Folderit Dms
When Updated Contact in Keap
then Add file in Folderit Dms
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 Keap and Folderit Dms
Triggers and actions 2 triggers · 59 actions
Trigger
New ContactPolling trigger: fires when a new contact is created in Keap.
Trigger
Updated ContactPolling trigger: fires when a contact is updated in Keap.
Action
Add contact to campaign sequenceAdds one or more contacts to a sequence in a Keap campaign and returns the result for each contact.
Action
Add orderCreates a one-time order for a contact in Keap, with its order items.
Action
Add productCreates a new product in Keap with a name, price and description, plus optional SKU, tax, shipping and inventory settings.
Action
Apply Tag to ContactApply one or more tags to a contact.
Action
Create CompanyCreate a new company.
Action
Create ContactCreate a new Keap contact.
Action
Create Contact Custom FieldCreate a new custom field on the contact model.
Action
Create NoteCreate a note attached to a contact.
Action
Create OpportunityCreate a sales opportunity.
Action
Create TagCreate a new tag, optionally in a category.
Action
Create TaskCreate a task, optionally linked to a contact.
Action
Delete ContactDelete a Keap contact by ID.
Action
Delete noteDeletes a note from a Keap contact's record.
Action
Delete taskDeletes a task in Keap by its ID.
Action
Get companyReturns a single Keap company by its ID, including address, contact details and custom fields.
Action
Get ContactRetrieve a Keap contact by ID.
Action
Get Contact TagsList tags applied to a contact.
Action
Get noteReturns a single note on a Keap contact, including its title, text, type and assigned user.
Action
Get opportunityReturns one Keap opportunity by its id, including its contact, stage, owner, revenue projections and custom field values.
Action
Get orderReturns a single Keap order by its id, including the contact, order items, totals, payment plan and shipping information.
Action
Get productReturns a single Keap product by its ID, including price, inventory, options and subscription plans.
Action
Get taskReturns a single Keap task by its ID, including its title, due time, priority, assignee and completion status.
Action
List campaignsReturns the campaigns in your Keap account, optionally filtered by name and sorted.
Action
List CompaniesList companies.
Action
List Contact Custom FieldsRetrieve the contact model including custom fields.
Action
List ContactsList Keap contacts, optionally filtered by email.
Action
List notesReturns the notes recorded on a Keap contact, optionally filtered by title, assigned user or time range.
Action
List productsReturns a list of products in your Keap account, optionally filtered by name.
Action
List TagsList all tags.
Action
List usersReturns the users of the Keap account, optionally filtered by email or name.
Action
Remove Tag from ContactRemove a tag from a contact.
Action
Send emailSends an email from a Keap user to one or more contacts.
Action
Update companyUpdates an existing company in Keap with the values you provide; fields left blank are not changed.
Action
Update ContactUpdate an existing Keap contact by ID.
Action
Update noteUpdates an existing note on a Keap contact, changing its title, type, text, pin state or assigned user.
Action
Update opportunityUpdates an existing opportunity in Keap, changing only the details you fill in.
Action
Update taskUpdates an existing task in Keap, changing only the details you provide.
Action
Add entity tasksCreates tasks (approval, acknowledgement, e-signature, data fill or a custom method) for recipients on a Folderit file or folder. The same call can also update or delete existing tasks on that item.
Action
Add file/v2/accounts/{accountUid}/files/upload - upload new file/version.
Action
Add folder/v2/accounts/{accountUid}/folders - create a folder/section.
Action
Add groupCreates a new user group in a Folderit account.
Action
Add shareShares a Folderit folder or file with a group, a user (by id or email address), or as a public link.
Action
Add tagCreates a new tag in a Folderit account, optionally nested under an existing parent tag.
Action
Add tags to file/v2/accounts/{accountUid}/files/{fileUid}/tags - add tags to a file.
Action
Add team userAdds a team user to a Folderit account: either an existing Folderit user (by user UID and email) or a brand-new user who is signed up with the given email and country.
Action
Delete fileDeletes a file in Folderit (moves it to the recycle bin) and returns the deleted file's details.
Action
Delete folder/v2/accounts/{accountUid}/folders/{folderUid}.
Action
Find filesSearches the files of a Folderit account by text and optional filters, returning the matching files.
Action
Get entity tasksReturns the tasks (approvals, acknowledgements, signatures, data-fill requests) on a Folderit file or folder.
Action
Get file download link/v2/accounts/{accountUid}/files/{fileUid}/download - returns download link.
Action
Get folder/v2/accounts/{accountUid}/folders/{folderUid} - folder info.
Action
List accountsLists the Folderit accounts available to the connected user, optionally filtered by name or ownership.
Action
List filesLists the files directly inside a Folderit folder or section.
Action
List foldersLists the subfolders directly inside a Folderit folder or section.
Action
List groupsLists the user groups in a Folderit account.
Action
List tagsLists all tags in a Folderit account.
Action
List team usersLists the team users of a Folderit account, optionally filtered by email address.
Action
Update fileUpdates a file's details in Folderit: its name, date, due date, note, number, active version, containing folder or retention end.
Action
Update folder/v2/accounts/{accountUid}/folders/{folderUid} - update folder.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Keap
Keap to HootsuiteHootsuite is the leading social media dashboard allowing you to manage multiple networks and profiles and...
Keap to PresentonPresenton is an AI Presentation generator.
Keap to UspacyUspacy is a single digital workspace for organizing work processes of your company.
Keap to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Keap to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Keap to MailchimpMailchimp marketing automation and email platform.
More into Folderit Dms
HubSpot to Folderit DmsHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to Folderit DmsSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to Folderit DmsSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to Folderit DmsGoogle Sheets
Gmail to Folderit DmsGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Folderit DmsGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Keap and Folderit Dms, answered
What can start an automation from Keap?
Any of Keap's 2 triggers in the catalog, including New Contact and Updated Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Folderit Dms when something happens in Keap?
Any of Folderit Dms's 22 actions, including Update file, Update folder, Add entity tasks and Add file. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Folderit Dms to Keap?
Folderit Dms has no triggers in the catalog today, so automations start in Keap. If you need the other direction, ask: your agent reads Folderit Dms's API documentation and adds it.
Do I have to build a connector for Keap or Folderit Dms?
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 Keap and Folderit Dms 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.