Connect Keap to Modern Treasury

Both apps 53Keap 39Modern Treasury 14

• 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 counterparty

  Creates a counterparty — a person or business you send payments to or receive payments from — optionally with its bank accounts and legal entity.

• Action
  Add expected payment

  Creates an expected payment in Modern Treasury so an incoming or outgoing payment can be reconciled automatically when it arrives.

• Action
  Add external account

  Creates an external bank account for a counterparty in Modern Treasury, with its account numbers, routing details and owner information.

• Action
  Add invoice

  Creates an invoice for a counterparty, payable to one of your internal accounts.

• Action
  Add ledger transaction

  Creates a ledger transaction made of balanced debit and credit entries against your ledger accounts.

• Action
  Add payment order

  Creates a payment order that moves money between one of your internal accounts and a counterparty's or another internal account.

• Action
  Delete counterparty

  Deletes a counterparty from your Modern Treasury organization.

• Action
  Get counterparty

  Returns a single counterparty, including its accounts, contact details and metadata.

• Action
  Get invoice

  Returns a single invoice by its ID, including its amounts, status, counterparty and line-item details.

• Action
  Get ledger transaction

  Returns one ledger transaction, including its ledger entries, status and metadata.

• Action
  Get payment order

  Returns the details of a single payment order, including its amount, status, direction and accounts.

• Action
  List internal accounts

  Returns the organization's internal (bank) accounts, optionally filtered by counterparty, legal entity, currency, status or payment capability.

• Action
  Update counterparty

  Updates an existing counterparty's name, email, external ID, legal entity, metadata, remittance-advice setting or taxpayer identifier. Returns the updated counterparty.

• Action
  Update payment order

  Updates an existing payment order, for example changing its amount, description, metadata or status (such as cancelling or approving it). Returns the updated payment order.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.