Automate Monday & Keap

Stop paying for mismatched spreadsheets. Sync data between Monday and Keap in real-time, so you can manage your operations without the busywork.

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Custom API Integration

Secure Data Transfer

Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Monday"]
        T1(["Any Column Value Changed in Board"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["Keap"]
        A1(["Add a Product to an Invoice"])
    end

    T1 -->|JSON Payload| W
    Retry -->|Authenticated API POST| A1

    style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px
    style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff
    style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff
    style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff

When Monday and Keap operate independently, project updates in Monday can lead to lost client engagement data in Keap. For example, if a project manager updates a task status in Monday but fails to manually log that change in Keap, the sales team may chase outdated information, leading to miscommunication with clients. This results in wasted hours as team members scramble to reconcile discrepancies between project progress and customer follow-ups.

Top Ways to Automate Monday & Keap

Automated Lead Management: Instantly sync new leads from Keap to monday.com, ensuring your project management team has real-time access to client information and can prioritize tasks accordingly.
Streamlined Project Updates: Automatically update project statuses in monday.com based on client interactions in Keap, allowing teams to stay aligned and informed without manual input.
Enhanced Client Communication: Trigger personalized follow-up emails through Keap when project milestones are reached in monday.com, ensuring clients are kept in the loop and enhancing their overall experience.

How to Build the Monday → Keap Sync

In Monday, set up a Standard Webhook that triggers on task updates. Configure the webhook to listen for the 'task_updated' event.
In the webhook payload, extract the relevant data fields: 'task_id', 'status', 'due_date', and 'assigned_to'.
Set the webhook to POST this data to your server endpoint, e.g., https://yourserver.com/monday-to-keap.
On your server, implement an endpoint that receives the POST request. Parse the incoming JSON to retrieve 'task_id', 'status', 'due_date', and 'assigned_to'.
Utilize the Keap REST API to create or update a contact record. Make a POST request to https://api.keap.com/crm/contacts with the extracted data, ensuring to map 'assigned_to' to the appropriate Keap user ID.
Handle the response from Keap to confirm if the contact was created or updated successfully, and log any errors for troubleshooting.

Developer Warnings & API Gotchas

Ensure that the 'assigned_to' field in Monday matches the user IDs in Keap; mismatches can lead to failed updates.
Be aware that Keap requires specific data formats for fields like 'due_date'. If the date format from Monday is incorrect, the API call will fail.
Monitor the webhook payload size; if it exceeds the limits set by Monday, it may not deliver the data as expected.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

When this happens in Monday... Any Column Value Changed in Board

Do this in Keap Add a Product to an Invoice
When this happens in Monday... Board Columns - Dynamic

Do this in Keap Create Company
When this happens in Monday... Board Columns For Search - Dynamic

Do this in Keap Create Invoice
When this happens in Monday... Board Date Columns - Dynamic

Do this in Keap Create Note
When this happens in Monday... Board Dropdown Columns - Dynamic

Do this in Keap Create Product

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I can see you're looking at mapping Monday to Keap. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?