--- title: "Connect Keap to Microsoft Teams - APIANT.ai" description: "When \"New Contact\" fires in Keap, your agent runs \"Update Channel Message\" in Microsoft Teams." canonical: "https://apiant.ai/connect/keap-to-microsoft-teams" --- # Connect Keap to Microsoft Teams When **New Contact** fires in [Keap](https://apiant.ai/connections/keap), your agent runs **Update Channel Message** in [Microsoft Teams](https://apiant.ai/connections/microsoft-teams). Describe the whole flow and it is built, tested on every scenario and kept running. Keap **2** triggers Keap **37** actions Microsoft Teams **27** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Keap and Microsoft Teams 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 Keap can start in Microsoft Teams - When **New Contact** in Keap then **Update Channel Message** in Microsoft Teams - When **Updated Contact** in Keap then **Update Chat Message** in Microsoft Teams 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 Microsoft Teams ## Triggers and actions 2 triggers · 64 actions - 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. - Action **Add Member To Team** Tool to add a user to a microsoft teams team. use when granting or updating membership for a user. - Action **Archive Team** Tool to archive a microsoft teams team. use after confirming the team id; returns 202 if accepted. - Action **Chats Get All Chats** Retrieves all microsoft teams chats a specified user is part of, supporting filtering, property selection, and pagination. - Action **Chats Get All Messages** Retrieves all messages from a specified microsoft teams chat using the microsoft graph api, automatically handling pagination; ensure `chat id` is valid and odata expressions in `filter` or `select` are correct. - Action **Create Meeting** Use to schedule a new standalone microsoft teams online meeting, i.e., one not linked to any calendar event. - Action **Create Team** Tool to create a new microsoft teams team. use when you need to provision a team with optional template, channels, and members. - Action **Delete Team** Tool to delete a microsoft teams team. use after confirming the target team id. - Action **Get Channel** Tool to get a specific channel in a team. use after obtaining valid team and channel ids to fetch channel details. - Action **Get Chat Message** Tool to get a specific chat message. use after confirming chat id and message id. - Action **Get Team** Tool to get a specific team. use when full details of one team by id are needed. - Action **List Message Replies** Tool to list replies to a channel message. use after obtaining team, channel, and message ids. - Action **List Team Members** Tool to list members of a microsoft teams team. use when you need to retrieve the members of a specific team, for auditing or notifications. - Action **List Users** Tool to list all users in the organization. use when you need to retrieve directory users with filtering, pagination, and field selection. - Action **Teams Create Channel** Creates a new 'standard', 'private', or 'shared' channel within a specified microsoft teams team. - Action **Teams Create Chat** Creates a new chat; if a 'oneonone' chat with the specified members already exists, its details are returned, while 'group' chats are always newly created. - Action **Teams Get Message** Retrieves a specific message from a microsoft teams channel using its team, channel, and message ids. - Action **Teams List** Retrieves microsoft teams accessible by the authenticated user, allowing filtering, property selection, and pagination. - Action **Teams List Channels** Retrieves channels for a specified microsoft teams team id (must be valid and for an existing team), with options to include shared channels, filter results, and select properties. - Action **Teams List Chat Messages** Retrieves messages (newest first) from an existing and accessible microsoft teams one-on-one chat, group chat, or channel thread, specified by `chat id`. - Action **Teams List People** Retrieves a list of people relevant to a specified user from microsoft graph, noting the `search` parameter is only effective if `user id` is 'me'. - Action **Teams Post Channel Message** Posts a new text or html message to a specified channel in a microsoft teams team. - Action **Teams Post Chat Message** Sends a non-empty message (text or html) to a specified, existing microsoft teams chat; content must be valid html if `content type` is 'html'. - Action **Teams Post Message Reply** Sends a reply to an existing message, identified by `message id`, within a specific `channel id` of a given `team id` in microsoft teams. - Action **Unarchive Team** Tool to unarchive a microsoft teams team. use when you need to restore an archived team to active state. - Action **Update Channel Message** Tool to update a message in a channel. use when you need to modify an existing channel message after confirming channel and message ids. - Action **Update Chat Message** Tool to update a specific message in a chat. use when you need to correct or modify a sent chat message. - Action **Update Team** Tool to update the properties of a team. use when you need to modify team settings such as member, messaging, or fun settings. ## Each app on its own - [ **Keap** Keap (formerly Infusionsoft) CRM and marketing automation.](https://apiant.ai/connections/keap) - [ **Microsoft Teams** Microsoft Teams integrates chat, video meetings, and file storage within Microsoft 365, providing virtual...](https://apiant.ai/connections/microsoft-teams) Reviews ## What our customers say ## More from Keap - [ **Keap to Hootsuite** Hootsuite is the leading social media dashboard allowing you to manage multiple networks and profiles and...](https://apiant.ai/connect/keap-to-hootsuite) - [ **Keap to Presenton** Presenton is an AI Presentation generator.](https://apiant.ai/connect/keap-to-presenton) - [ **Keap to Uspacy** Uspacy is a single digital workspace for organizing work processes of your company.](https://apiant.ai/connect/keap-to-uspacy) - [ **Keap to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/keap-to-salesforce) - [ **Keap to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/keap-to-slack) - [ **Keap to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/keap-to-mailchimp) ## More into Microsoft Teams - [ **HubSpot to Microsoft Teams** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-microsoft-teams) - [ **Salesforce to Microsoft Teams** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-microsoft-teams) - [ **Slack to Microsoft Teams** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-microsoft-teams) - [ **Google Sheets to Microsoft Teams** Google Sheets](https://apiant.ai/connect/google-sheets-to-microsoft-teams) - [ **Gmail to Microsoft Teams** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-microsoft-teams) - [ **Google Calendar to Microsoft Teams** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-microsoft-teams) Questions ## Keap and Microsoft Teams, 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 Microsoft Teams when something happens in Keap? Any of Microsoft Teams's 27 actions, including Create Meeting, Create Team, Update Channel Message and Update Chat Message. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Microsoft Teams to Keap? Microsoft Teams has no triggers in the catalog today, so automations start in Keap. If you need the other direction, ask: your agent reads Microsoft Teams's API documentation and adds it. ### ### Do I have to build a connector for Keap or Microsoft Teams? 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 Microsoft Teams 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.