# Connect Keap to Presenton When **New Contact** fires in [Keap](https://apiant.ai/connections/keap), your agent runs **Export presentation** in [Presenton](https://apiant.ai/connections/presenton). Describe the whole flow and it is built, tested on every scenario and kept running. Keap **2** triggers Keap **37** actions Presenton **5** 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 Presenton 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) Keap holds the contact record, the tags and the custom fields; Presenton turns that content into a finished deck. Joining them means a new or updated Keap contact can produce an outline or a full presentation in Presenton, exported as a PDF or pptx, with the result written back as a note or a tag on the Keap contact. Example flows ## What Keap can start in Presenton - When **New Contact** in Keap then **Export presentation** in Presenton - When **Updated Contact** in Keap then **Generate Presentation** in Presenton 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 Presenton ## Triggers and actions 2 triggers · 42 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 **Export presentation** Export an existing Cloud presentation in a supported format (pptx/pdf). See docs.presenton.ai/api-reference/v3-presentation/export-a-presentation. - Action **Generate Presentation** Generate a new presentation in Presenton using content + template + theme - Action **Generate presentation from JSON** Create and export a presentation from structured slide content (no AI). Cloud API: see docs.presenton.ai/api-reference/v3-presentation/create-from-json-synchronously; confirm exact path in docs. - Action **Generate presentation outline** Generate an outline without creating the deck. - Action **List presentations** Lists presentations owned by the connected Presenton Cloud account, optionally filtered by type. ## Each app on its own - [ **Keap** Keap (formerly Infusionsoft) CRM and marketing automation.](https://apiant.ai/connections/keap) - [ **Presenton** Presenton is an AI Presentation generator.](https://apiant.ai/connections/presenton) 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 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) - [ **Keap to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/keap-to-stripe) ## More into Presenton - [ **HubSpot to Presenton** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-presenton) - [ **Salesforce to Presenton** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-presenton) - [ **Slack to Presenton** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-presenton) - [ **Google Sheets to Presenton** Google Sheets](https://apiant.ai/connect/google-sheets-to-presenton) - [ **Gmail to Presenton** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-presenton) - [ **Google Calendar to Presenton** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-presenton) Questions ## Keap and Presenton, answered ### ### Can a presentation be made automatically when someone fills in a Keap form? If the form creates or updates a contact in Keap, the New Contact or Updated Contact trigger picks it up and Presenton can generate a presentation or an outline from the contact's details. The agent tests every scenario before it goes live, including contacts that are missing fields you rely on. ### ### Can the finished deck be stored back on the Keap record? Presenton has no file field in Keap, but after Export presentation the agent can use Create Note on the Keap contact to record the title and the link to the exported file. It can also apply a tag so you can see which contacts already have a deck. ### ### 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 Presenton when something happens in Keap? Any of Presenton's 5 actions, including Export presentation, Generate Presentation, Generate presentation from JSON and Generate presentation outline. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Presenton to Keap? Presenton has no triggers in the catalog today, so automations start in Keap. If you need the other direction, ask: your agent reads Presenton's API documentation and adds it. ### ### Do I have to build a connector for Keap or Presenton? 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.