--- title: "Connect Keap and Podio - APIANT.ai" description: "When \"New Contact\" fires in Keap, your agent runs \"Create Task\" in Podio, or \"Item Updated\" in Podio to \"Add contact to campaign sequence\" in Keap." canonical: "https://apiant.ai/connect/keap-to-podio" --- # Connect Keap and Podio When **New Contact** fires in [Keap](https://apiant.ai/connections/keap), your agent runs **Create Task** in [Podio](https://apiant.ai/connections/podio), or **Item Updated** in Podio to **Add contact to campaign sequence** in Keap. Describe the whole flow and it is built, tested on every scenario and kept running. Keap **2** triggers Keap **37** actions Podio **8** triggers Podio **14** 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 Podio 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 and Podio can do together ### From Keap to Podio - When **New Contact** in Keap then **Create Task** in Podio - When **Updated Contact** in Keap then **Update task** in Podio ### From Podio to Keap - When **Item Updated** in Podio then **Add contact to campaign sequence** in Keap - When **New Activity** in Podio then **Add order** in Keap 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 Podio ## Triggers and actions 10 triggers · 51 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. - Trigger **Item Updated** Fires when an item in the chosen Podio app is created or edited (each new item revision). - Trigger **New Activity** Fires when activity occurs on any object (item, status, task, action, file) in the connected user's global Podio stream. - Trigger **New Application** Fires when a new Podio app becomes available to the connected user. - Trigger **New Item** Triggers when you add a new item, record or entry to an app (standard or custom). - Trigger **New Organization** Triggers when you add a new organization. - Trigger **New Task** Triggers when you add a new task. - Trigger **New View** Fires when a new view is created on a Podio app. - Trigger **New Workspace** Fires when a new workspace appears among the workspaces you are a member of, across all your organizations. - Action **Add comment** Add a comment to an object (item, task, status). - Action **Attach File** Upload a file to Podio and attach it to an item, task, comment, or status message. - Action **Create Item** Create a new item, record or entry inside an app (standard or custom). - Action **Create Status** Add a status update to a workspace stream. - Action **Create Task** Create a new task. - Action **Delete item** Delete an item. - Action **Find Item** Find an item by title in an app. - Action **Get app** Get an app definition including fields. - Action **Get item** Get an item by id. - Action **Get Status** Returns a status message posted to a workspace, with its text and author. - Action **Get task** Get a task by id. - Action **List items** List items in an app with paging/sort. - Action **Update Item** Update an item, record or entry inside an app (standard or custom). - Action **Update task** Update a task's text, due date, responsible etc. ## Each app on its own - [ **Keap** Keap (formerly Infusionsoft) CRM and marketing automation.](https://apiant.ai/connections/keap) - [ **Podio** Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in...](https://apiant.ai/connections/podio) 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 Podio - [ **HubSpot to Podio** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-podio) - [ **Google Sheets to Podio** Google Sheets](https://apiant.ai/connect/google-sheets-to-podio) - [ **Gmail to Podio** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-podio) - [ **Google Calendar to Podio** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-podio) - [ **Google Drive to Podio** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-podio) - [ **Mailchimp to Podio** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-podio) Questions ## Keap and Podio, 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 Podio when something happens in Keap? Any of Podio's 14 actions, including Create Item, Create Status, Create Task and Update Item. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Podio to Keap? Yes. When something happens in Podio, your agent can act in Keap too. This page covers both directions: Podio's triggers and Keap's actions are listed here as well. ### ### Do I have to build a connector for Keap or Podio? 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 Podio 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.