# Connect Keap and Teamwork When **New Contact** fires in [Keap](https://apiant.ai/connections/keap), your agent runs **Add Message** in [Teamwork](https://apiant.ai/connections/teamwork), or **New Company** in Teamwork to **Create Company** in Keap. Describe the whole flow and it is built, tested on every scenario and kept running. Keap **2** triggers Keap **37** actions Teamwork **6** triggers Teamwork **22** 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 Teamwork 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) Example flows ## What Keap and Teamwork can do together ### From Keap to Teamwork - When **New Contact** in Keap then **Add Message** in Teamwork - When **Updated Contact** in Keap then **Create Task** in Teamwork ### From Teamwork to Keap - When **New Company** in Teamwork then **Create Company** in Keap - When **New Milestone** in Teamwork then **Add contact to campaign sequence** 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 Teamwork ## Triggers and actions 8 triggers · 59 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 Company** Triggered when a new company is added. - Trigger **New Milestone** Triggered when a new milestone is added. - Trigger **New Person** Triggered when a new person is added. - Trigger **New Project** Triggered when a new project is added. - Trigger **New Task** Triggered when a new task is added. - Trigger **New Time Entry** Triggered when a new time entry is added. - Action **Add Company** Creates a new company. - Action **Add Message** Adds a message to the specified project. - Action **Add Milestone** Adds a new milestone to the specified project. - Action **Add Time Entry** Logs a time entry against the specified task. - Action **Complete Task** Marks a task as complete. - Action **Create Project** Adds a new project. - Action **Create Task** Adds a new task to the specified task list. - Action **Create Task List** Creates a new task list in the specified project. - Action **Delete Project** Deletes a project by ID. - Action **Delete Task** Deletes a task by ID. - Action **Get Project** Returns a single project by ID. - Action **Get Task** Returns a single task by ID. - Action **List Companies** Returns all companies on the site. - Action **List Milestones** Returns all milestones on the site. - Action **List People** Returns all people on the site. - Action **List Projects** Returns all projects on the Teamwork site. - Action **List Task Lists** Returns all task lists in the specified project. - Action **List Tasks** Returns all tasks across the site. - Action **List Tasks in Project** Returns all tasks in the specified project. - Action **List Time Entries** Returns time entries across the site. - Action **Update Project** Updates an existing project. - Action **Update Task** Updates an existing task. ## Each app on its own - [ **Keap** Keap (formerly Infusionsoft) CRM and marketing automation.](https://apiant.ai/connections/keap) - [ **Teamwork** Project management software that lets you own the big picture — manage projects, tasks, milestones, time...](https://apiant.ai/connections/teamwork) Reviews ## What our customers say ## More from Keap - [ **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) - [ **Keap to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/keap-to-shopify) - [ **Keap to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/keap-to-quickbooks-online) ## More into Teamwork - [ **Slack to Teamwork** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-teamwork) - [ **Gmail to Teamwork** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-teamwork) - [ **Mailchimp to Teamwork** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-teamwork) - [ **Stripe to Teamwork** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stripe-to-teamwork) - [ **Shopify to Teamwork** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-teamwork) - [ **Pipedrive to Teamwork** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-teamwork) Questions ## Keap and Teamwork, 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 Teamwork when something happens in Keap? Any of Teamwork's 22 actions, including Create Project, Create Task, Create Task List and Update Project. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Teamwork to Keap? Yes. When something happens in Teamwork, your agent can act in Keap too. This page covers both directions: Teamwork's triggers and Keap's actions are listed here as well. ### ### Do I have to build a connector for Keap or Teamwork? 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.