--- title: "Connect Keap and REsimpli - APIANT.ai" description: "When \"New Contact\" fires in Keap, your agent runs \"Add Contact to Lead\" in REsimpli." canonical: "https://apiant.ai/connect/keap-to-resimpli" --- # Connect Keap and REsimpli When **New Contact** fires in [Keap](https://apiant.ai/connections/keap), your agent runs **Add Contact to Lead** in [REsimpli](https://apiant.ai/connections/resimpli), or **New Agent** in REsimpli 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 REsimpli **4** triggers REsimpli **33** 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 REsimpli 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 REsimpli can do together ### From Keap to REsimpli - When **New Contact** in Keap then **Add Contact to Lead** in REsimpli - When **Updated Contact** in Keap then **Add Contact Details to Lead** in REsimpli ### From REsimpli to Keap - When **New Agent** in REsimpli then **Add contact to campaign sequence** in Keap - When **New Buyer** in REsimpli 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 REsimpli ## Triggers and actions 6 triggers · 70 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 **New Agent** Triggers when a new agent is added in REsimpli. - Trigger **New Buyer** Triggers when a new buyer is added in REsimpli. - Trigger **New Lead** Triggers when a new lead is added in REsimpli. - Trigger **New Vendor** Triggers when a new vendor is added in REsimpli. - Action **Add Activity** Adds an activity comment to a lead, buyer, vendor, agent or list stacking record in REsimpli. - Action **Add Contact Details to Lead** Creates a contact from the details you supply and links it to an existing lead. If a contact with the same phone or email already exists, that contact is linked instead. - Action **Add Contact to Lead** Links an existing contact to a lead in REsimpli, optionally making it the lead's primary contact. - Action **Add Tags to Agent** Adds one or more existing agent tags to an agent in REsimpli. - Action **Add Tags to Buyer** Adds one or more existing buyer tags to a buyer in REsimpli. - Action **Add Tags to Lead** Adds one or more existing lead tags to a lead in REsimpli. - Action **Add Tags to Vendor** Adds one or more existing vendor tags to a vendor in REsimpli. - Action **Create Buyer** Creates a new buyer in REsimpli with contact details, pipeline status, marketing campaign and buy-box preferences. - Action **Create Lead** Creates a new lead (property and seller contact) in REsimpli and returns the created lead. - Action **Create Tag** Creates one or more tags in REsimpli for a chosen record type (leads, buyers, vendors, agents and more). - Action **Create Vendor** Creates a new vendor in REsimpli with its contact details, pipeline status, vendor type and targeting. - Action **Delete Agent** Deletes an agent in REsimpli (soft delete). - Action **Delete Buyer** Deletes a buyer in REsimpli (soft-delete). - Action **Download File** Downloads a file stored on a REsimpli lead, buyer, vendor or agent record. - Action **Get Buyer** Returns the full details of a buyer in REsimpli. - Action **Get Vendor** Returns the full details of a vendor in REsimpli. - Action **List Activities** Returns the activity history (or conversations only) for a REsimpli lead, buyer, vendor, agent or list stacking record. - Action **List Agents** Returns agents in your REsimpli account, optionally filtered by search text, status, pipeline, assigned user, tags or target area. - Action **List Buyers** Returns buyers in your REsimpli account, optionally filtered by search text, pipeline, status, assigned users, tags, or target cities and states. - Action **List Call Logs** Returns the call logs recorded on a lead, buyer, vendor, agent or list stacking record. - Action **List Contacts** Returns contacts in your REsimpli account with their names, phone numbers and emails, optionally filtered by a search term. - Action **List Files** Returns the files stored in a folder on a REsimpli lead, buyer, vendor, agent or other record, optionally filtered by category or search text. - Action **List Leads** Returns leads in REsimpli, optionally filtered by search text, status or pipeline (up to 100 per call). - Action **List Vendors** Returns vendors in your REsimpli account, optionally filtered by search text, status, pipeline, assigned users, tags or target areas. - Action **Remove Contact from Lead** Unlinks a contact from a lead in REsimpli. If the removed contact was primary, another contact on the lead becomes primary. - Action **Remove Tags from Agent** Removes one or more tags from an agent in REsimpli. - Action **Remove Tags from Buyer** Removes one or more tags from a buyer in REsimpli. - Action **Remove Tags from Lead** Removes one or more tags from a lead in REsimpli. - Action **Update Agent Status** Moves an agent to another pipeline status in REsimpli, optionally completing open tasks. - Action **Update Buyer Status** Moves a buyer to another pipeline status in REsimpli. - Action **Update Custom Question Answers** Saves answers to custom questions on a lead, buyer, vendor or agent. Answers to other questions are kept. - Action **Update Lead Status** Moves a lead to another pipeline status in REsimpli, optionally completing its open tasks. - Action **Update Vendor Status** Moves a vendor to another pipeline status in REsimpli. ## Each app on its own - [ **Keap** Keap (formerly Infusionsoft) CRM and marketing automation.](https://apiant.ai/connections/keap) - [ **REsimpli** REsimpli is simple real estate investment software that requires NO customization.](https://apiant.ai/connections/resimpli) 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 REsimpli - [ **HubSpot to REsimpli** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-resimpli) - [ **Google Sheets to REsimpli** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-resimpli) - [ **Gmail to REsimpli** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-resimpli) - [ **Google Calendar to REsimpli** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-resimpli) - [ **Google Drive to REsimpli** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-resimpli) - [ **Mailchimp to REsimpli** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-resimpli) Questions ## Keap and REsimpli, 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 REsimpli when something happens in Keap? Any of REsimpli's 33 actions, including Create Buyer, Create Lead, Create Tag and Create Vendor. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from REsimpli to Keap? Yes. When something happens in REsimpli, your agent can act in Keap too. This page covers both directions: REsimpli's triggers and Keap's actions are listed here as well. ### ### Do I have to build a connector for Keap or REsimpli? 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 REsimpli 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.