Add Keap Note to Contact

What the model is told

Add a note to an existing Keap contact, for example a summary of the conversation. Find the contact's ID first with Find Keap Contact by Email. Keep the note factual and brief. Returns the saved note.

Request

Headers

• AuthorizationBearer YOUR_KEAP_API_KEY
• Acceptapplication/json
• Content-Typeapplication/json

Body

{
  "title": "{{title}}",
  "text": "{{text}}",
  "type": "Call",
  "user_id": "YOUR_KEAP_USER_ID"
}

Parameters

• contactId stringThe Keap ID of the contact, from Find Keap Contact by Email.
• title stringA short title for the note.
• text stringThe text of the note.

{
  "source": "VOICE_AI",
  "tool": {
    "id": "3c0dc9df-e98c-40b1-87d8-8a9865f89a10",
    "type": "HTTP_REQUEST",
    "label": "Add Keap Note to Contact",
    "name": "add_keap_note_to_contact",
    "customName": false,
    "description": "Add a note to an existing Keap contact, for example a summary of the conversation. Find the contact's ID first with Find Keap Contact by Email. Keep the note factual and brief. Returns the saved note.",
    "parameters": [
      {
        "name": "contactId",
        "type": "string",
        "description": "The Keap ID of the contact, from Find Keap Contact by Email."
      },
      {
        "name": "title",
        "type": "string",
        "description": "A short title for the note."
      },
      {
        "name": "text",
        "type": "string",
        "description": "The text of the note."
      }
    ],
    "config": {
      "endpoint": {
        "method": "POST",
        "url": "https://api.infusionsoft.com/crm/rest/v2/contacts/{{contactId}}/notes"
      },
      "headers": [
        {
          "name": "Authorization",
          "value": "Bearer YOUR_KEAP_API_KEY"
        },
        {
          "name": "Accept",
          "value": "application/json"
        },
        {
          "name": "Content-Type",
          "value": "application/json"
        }
      ],
      "body": "{\n  \"title\": \"{{title}}\",\n  \"text\": \"{{text}}\",\n  \"type\": \"Call\",\n  \"user_id\": \"YOUR_KEAP_USER_ID\"\n}",
      "timeout": null
    }
  }
}

IDs are regenerated on every copy.