--- title: "Connect Keap to Rezdy - APIANT.ai" description: "When \"New Contact\" fires in Keap, your agent runs \"Add customer\" in Rezdy. Describe the whole flow and it is built, tested on every scenario and kept running." canonical: "https://apiant.ai/connect/keap-to-rezdy" --- # Connect Keap to Rezdy When **New Contact** fires in [Keap](https://apiant.ai/connections/keap), your agent runs **Add customer** in [Rezdy](https://apiant.ai/connections/rezdy). Describe the whole flow and it is built, tested on every scenario and kept running. Keap **2** triggers Keap **37** actions Rezdy **13** 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 Rezdy 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 Rezdy - When **New Contact** in Keap then **Add customer** in Rezdy - When **Updated Contact** in Keap then **Add availability** in Rezdy 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 Rezdy ## Triggers and actions 2 triggers · 50 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 availability** Creates a new availability session for a Rezdy product at a specific start time, with its seat count and optional price overrides. Returns the created session. - Action **Add booking** Creates a new booking in Rezdy for one or more products and returns its order number. - Action **Add customer** Creates a new customer in your Rezdy account and returns the created customer record. - Action **Delete booking** Cancels an existing Rezdy booking and returns the cancelled booking. Rezdy notifies the customer unless notifications are turned off, and refunds Automated Payment bookings. - Action **Find availability** Returns the sessions of one or more products in a date range, with seats available and pricing for each session. - Action **Find bookings** Returns the bookings that match your search, such as a customer name, order status, product, tour date or creation date. - Action **Find customers** Returns customers whose first or last name, company name or email match the search text. - Action **Get booking** Returns one Rezdy booking by its order number, including the customer, booked items, participants, payments and booking fields. - Action **Get customer** Returns a customer by their Rezdy ID, including contact details, address and marketing preferences. An error occurs if the customer is not found. - Action **Get product** Returns one Rezdy product by its product code, including its price options, images, extras and booking fields. - Action **Update availability** Updates one session of a product, identified by its local start time, changing its total seats, seats available, or session prices. Returns the updated session. - Action **Update booking** Updates an existing booking's customer, booking fields, participant details, pickup location and reseller details. Details you leave blank keep their current values. - Action **Update product** Updates an existing Rezdy product's details, booking fields and price options, and returns the updated product. ## Each app on its own - [ **Keap** Keap (formerly Infusionsoft) CRM and marketing automation.](https://apiant.ai/connections/keap) - [ **Rezdy** Rezdy is a cloud-based reservation software and booking system, designed especially for tour, activity...](https://apiant.ai/connections/rezdy) 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 Rezdy - [ **HubSpot to Rezdy** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-rezdy) - [ **Salesforce to Rezdy** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-rezdy) - [ **Slack to Rezdy** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-rezdy) - [ **Google Sheets to Rezdy** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-rezdy) - [ **Gmail to Rezdy** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-rezdy) - [ **Google Calendar to Rezdy** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-rezdy) Questions ## Keap and Rezdy, 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 Rezdy when something happens in Keap? Any of Rezdy's 13 actions, including Update availability, Update booking, Update product and Add availability. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Rezdy to Keap? Rezdy has no triggers in the catalog today, so automations start in Keap. If you need the other direction, ask: your agent reads Rezdy's API documentation and adds it. ### ### Do I have to build a connector for Keap or Rezdy? 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 Rezdy 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.