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ClickRuntime

Automate Keap

Keap holds a small business's contacts, tags, invoices and payments in one place. Automations watch for the moments that matter, such as a new contact coming in, a payment landing or a lead getting tagged, and tell the person who should act on it. Describe what you want to your AI assistant, check what it will do, and it keeps running.

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Try asking

Create a ClickRuntime automation: when a contact is added in Keap, post their name, email and lead source to #leads in Slack.

Paste it into your assistant. It tells you what it will send or change before it runs live.

Ideas

What you can automate in Keap

Real-time notes on new contacts, incoming payments and the tags that mark a lead as ready. These are ready-made starting points. Anything else you can describe works too.
The moment it happens

Post new Keap contacts to Slack

Each new contact shows up in Slack with their name, email and where they came from.

See how it works
The moment it happens

Hear about every Keap payment as it lands

When a customer pays, Slack shows who paid and how much.

See how it works
The moment it happens

Get alerted when a contact is tagged Hot lead

As soon as someone gets the 'Hot lead' tag, I see it in Slack and can call them.

See how it works Your own logic

Any other automation you can describe in words

Your own rules, schedule and AI steps with Keap, plus any other app. Describe it and your assistant builds it.

See how to build your own

Build your own

Build any Keap automation you can describe

The ideas above are ready-made starting points, not a fixed list. Describe what Keap should do in your own words, with your conditions, other apps or an AI step, and your assistant writes it, tests it and runs it on ClickRuntime.

  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

For example, ask your assistant

Every week, find Keap contacts tagged lead who have not opened an email in 60 days and tag them cold.

When a Keap order is paid, add the customer to a Google Sheet with the product and amount.

When a Typeform is submitted, create the Keap contact, apply tags based on the answers and post the new lead in Slack.

Beyond chat

Have Keap work when you're not in the chat

Connecting Keap to ChatGPT or Claude lets you ask about it while you chat. ClickRuntime handles the part that should happen on its own: checks on a schedule and actions on each new event, set up from the same chat and running after you close it.

Setup

Connect Keap

You connect Keap with a Personal Access Token you create yourself. It acts with your user's permissions, so ClickRuntime sees what you can see in Keap.

Keap

CRM / Marketing automation

  1. In Keap, go to Settings, then API Settings. In Keap Classic, open the profile menu and choose API Settings.
  2. Click the button to create a new key and give it a name you'll recognise.
  3. Copy the full token straight away, because Keap won't show it again.
  4. In the ClickRuntime dashboard, open Connections & secrets and save the token as a secret for Keap.

Good to know

Keap limits that affect automations

  • A Personal Access Token has the same permissions as the user who created it, so an automation can't reach records that user can't see.
  • Only admins can create Service Account Keys, and those give admin access to all data in the account. Use one only when an automation needs account-wide data.
  • Legacy Keap API keys no longer work, so older integrations need a new token.
  • Keap checks a new webhook with a verification handshake before it starts sending events.

FAQ

Questions about automating Keap

What can ClickRuntime see in Keap?
Whatever the token's user can see, such as contacts, tags, invoices and payments. With a Service Account Key it can see all data in the account.
Should I use a Personal Access Token or a Service Account Key?
Start with a Personal Access Token, which any user can create and which is limited to that user's access. A Service Account Key is admin-only and opens the whole account.
Are Keap alerts instant?
Yes. Keap sends an event when a contact is added, a payment is recorded or a tag is applied, and the automation reacts as it arrives.
Can it react to one specific tag?
Yes. The automation receives tag events and checks which tag it was, so only the one you name, such as 'Hot lead', triggers a message.
Do these automations use AI?
Not by default. If you want something like a short summary of a new contact, it uses the AI included in every ClickRuntime plan, with no AI key of your own.
Is this a Keap connector for ChatGPT or Claude?
Not for chatting with Keap data. A chat connector lets your assistant read and change Keap while you're in the conversation. ClickRuntime is for the work that should happen without you: you set up an automation from the chat once, and it keeps running on a schedule or on each Keap event.

Related pages

Keep exploring

Tell your assistant what Keap should do

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