Connect Keap to Workflowy

Both apps 49Keap 39Workflowy 10

• 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
  Complete a bullet

  Marks an existing Workflowy bullet as complete. Give it the bullet's ID; Workflowy checks the bullet off in place.

• Action
  Create Bullet

  Creates a new bullet in Workflowy, optionally under a parent bullet, with its text, note, layout and position.

• Action
  Delete a bullet

  Deletes a bullet from Workflowy by its ID, along with anything nested under it.

• Action
  Export all bullets

  Returns the entire Workflowy outline for the account — every bullet with its text, note and nested children. Workflowy allows one export per minute.

• Action
  Get a bullet

  Returns one Workflowy bullet by its ID, including its text, note, parent, completion state and timestamps.

• Action
  List bullets

  Lists Workflowy bullets — the children of a given bullet, or the top-level bullets when no parent is given.

• Action
  List targets

  Lists the saved target locations in Workflowy — the places this connection is allowed to add bullets to.

• Action
  Move a bullet

  Moves a Workflowy bullet under a different parent bullet, optionally at a specific position among its new siblings.

• Action
  Uncomplete a bullet

  Un-checks a completed Workflowy bullet, putting it back to not-done.

• Action
  Update a bullet

  Updates an existing Workflowy bullet's text, note or layout. Anything left blank is left as it is.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.