Canceled subscription (instant)
Triggers when a customer cancels a subscription.
Expired subscription (instant)
Triggered when a subscription expires.
Failed payment (instant)
Triggered when a payment fails.
New account (instant)
Triggered when an account is added.
New subscription (instant)
Triggers when a customer subscribes to a plan.
Paid invoice (instant)
Triggered when an invoice is paid.
Updated account (instant)
Triggered when an account is updated.
Updated billing info (instant)
Triggered when an account's billing information is updated.
Updated subscription (instant)
Triggers when a subscription is updated.
Cancel subscription
Cancels a subscription so it remains active and then expires at the end of the current bill cycle. Canceling a subscription turns off the subscription's auto-renewal. The subscription will continue through the current, invoiced term. When the subscription is up for renewal, the account will transition to a free account and the subscription will no longer be active.
Convert trial subscription
Immediately converts a trial subscription to a fully active paid subscription, creating and collecting an invoice for auto-collecting subscriptions. If the invoice cannot be collected, the subscription will remain in trial. The subscription must be in a trial. Active, paused, expired, cancelled, or failed subscriptions cannot be converted.
Create account
Creates a new account. An error occurs if the account code already exists.
Get account
Returns all fields for the specified account
Get account billing info
Returns billing info for the specified account
Get subscription
Returns all fields for the specified subscription
Get subscription add-ons
Returns all add-ons for the specified subscription.
List a subscription add-on's usage records
Lists all usage records for an add-ons for the specified subscription.
Log a usage record on subscription add-on
Logs a usage record on the specified subscription add-on.
Pause subscription
Pauses a subscription
Reactivate canceled subscription
Reactivates a canceled subscription so it renews at the end of the current bill cycle. When a subscription is canceled, it will not renew. It is considered active until the end of the current billing period. Then, the subscription will end.
Resume subscription
Resumes a subscription
Update account
Updates the specified account.
Update subscription renewal date
For an active subscription, this will change the next renewal date. For a subscription in a trial period, modifying the renewal date will change when the trial expires.
Add contact
Adds a new contact. No check is done for matching contacts.
Add contact with on-the-fly custom field id lookup
Adds a contact. Makes an additional API call to fetch custom fields in order to determine custom field ids via matching names of custom fields. An error will occur if a custom field does not exist. No check is done for matching contacts.
Add tag to contact
Adds one or more tags to a specified contact.
Clear contact custom field value
Clears the value of the specified custom field for the specified contact.
Create contact custom field
Creates a contact custom field. Note, no error occurs if a field of the same name already exists.
Create tag
Creates a new tag in the specified category. An error will occur if a tag with the same name already exists in the category.
Create tag category
Creates a new Keap tag category. POST /crm/rest/v1/tags/categories with mapped Name and optional Description. Returns the new category ID. Includes the isConfiguring guard so save-time validation in the assembly editor does not hit the live Keap API. Used by the v1.5 admin onboarding automation to seed the Services category that the mapped-category tag actions consume.
Create tag via mapped category
Creates a new Keap tag in the Category ID specified as a mapped input field. Use this variant when the target category is dynamic (e.g. read from a Lookup Table value). Sibling of "Create tag" — that one keeps Category as a per-action setting; this one accepts Category ID as data-mapped input. An error will occur if a tag with the same name already exists in the category.
Find contact
Searches for a contact by any combination of email, first name, or last name. An error occurs if zero or multiple are found.
Find contacts
Searches for a contacts by any combination of email, first name, or last name. No error occurs if none are found.
Get all contact custom fields
Returns information about all contact custom fields.
Get contact
Returns contact details for the specified ID.
Get contact tags
Returns up to 1000 tags applied to a specified contact.
Get tag ID by mapped category
Returns the Tag ID and description for the specified tag name in the Category ID specified as a mapped input field. Use this variant when the target category is dynamic (e.g. read from a Lookup Table value). Sibling of "Get tag ID by name" — that one keeps Category as a per-action setting; this one accepts Category ID as data-mapped input. An error occurs if not found.
Get tag ID by name
Returns the tag ID and description for the specified tag name in the specified category. An error occurs if not found.
Remove tag from contact
Removes a tag from a specified contact.
Two-way sync add or update a contact
An action for two-way syncing new and updated contacts, with enhanced on-the-fly mapping using contact email addresses for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping.
Update contact
Updates the specified contact.
Update contact with on-the-fly custom field id lookup
Updates an existing contact. Makes an additional API call to fetch custom fields in order to determine custom field ids via matching names of custom fields. An error will occur if a custom field does not exist.
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