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Connect Microsoft Teams to Keap (Infusionsoft)

Use 6 documented Microsoft Teams triggers to run 24 documented Keap (Infusionsoft) actions.

6 source triggers
24 target actions
Reverse direction supported

Why Connect Microsoft Teams & Keap (Infusionsoft)?

Start with a Microsoft Teams event

Choose from 6 documented triggers, including New Channel, New Channel Message, New Chat.

Run a Keap (Infusionsoft) action

Send the event into one of 24 documented actions, such as Add Contact to Automation, Apply Tag to Contacts, Create Affiliate.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Microsoft Teams logo

Microsoft Teams

Triggers (6)

New Channel

Emit new event when a new channel is created within a team. See the documentation

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New Channel Message

Emit new event when a new message is posted in a channel. See the documentation

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New Chat

Emit new event when a new chat is created. See the documentation

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New Chat Message

Emit new event when a new message is received in a chat. See the documentation

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New Team

Emit new event when a new team is joined by the authenticated user. See the documentation

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New Team Member

Emit new event when a new member is added to a team. See the documentation

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Actions (12)

Create Channel

Create a new channel in Microsoft Teams. See the docs here

Get Chat Message

Get a specific message from a chat. See the documentation

Get Current User

Returns the authenticated Microsoft Teams user's ID, display name, email, and principal name via Microsoft Graph. Call this first when the user says 'my channels', 'my chats', or needs identity context. Use the returned id to identify the sender in **Send Channel Message** or **Send Chat Message** results. See the documentation.

List Channel Messages

Lists messages in a Microsoft Teams channel. See the documentation

List Channels

Lists all channels in a Microsoft Team. See the docs here

List Chats

Lists all chat conversations for the authenticated user. See the documentation

List Messages in Chat

Get the list of messages in a chat. See the documentation

List Shifts

Get the list of shift instances for a team. See the documentation

List Teams

Lists all teams the authenticated user has joined. See the documentation

Search Messages

Search for email or chat messages. See the documentation

Send Channel Message

Send a message to a team's channel. Optionally include inline images via hostedContents. See the documentation

Send Chat Message

Send a message to a team's chat. Optionally include inline images via hostedContents. See the docs here

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Keap (Infusionsoft)

Triggers (3)

New Invoice

Emit new event for each new **invoice** See docs here

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New Order

Emit new event for each new **order** See docs here

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New Payment

Emit new event for each new **payment** See docs here

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Actions (24)

Add Contact to Automation

Add one or more contacts to an automation sequence in Keap CRM. See docs here

Apply Tag to Contacts

Apply a tag to one or more contacts in Keap CRM. See the documentation

Create Affiliate

Create a new affiliate in Keap CRM. See the documentation

Create Company

Create a new company (account) in Keap CRM. See the documentation

Create Contact

Create a new contact in Keap CRM. See the documentation

Create Contact Note

Create a new note for a contact in Keap CRM. See the documentation

Create Opportunity

Create a new opportunity in Keap CRM. See the documentation

Create Opportunity Stage

Create a new opportunity stage in Keap CRM. See the documentation

Create Order Item

Add an item to an existing order See docs here

Create Payment

Create or add a payment record See docs here

Create Task

Create a new task in Keap CRM. See the documentation

Delete Task

Delete a single task by ID. See the documentation

Get Company

Retrieve details of a Company See docs here

Get Contact

Retrieve details of a Contact See docs here

List Affiliates

List affiliates with optional filters in Keap CRM. See the documentation

List Companies

Search for and list all the companies that match by filters. See the documentation

List Contact Notes

List notes for a contact in Keap CRM. See the documentation

List Contacts

Search for and list all the contacts that match by filters. See the documentation

List Opportunities

List opportunities with optional filters. See the documentation

List Opportunity Stages

List opportunity stages in Keap CRM with optional filtering. See the documentation

List Tasks

Retrieves a list of tasks based on the provided filter. Tasks which are not assigned may be queried with user_id==UNASSIGNED. See the documentation

List Users

List users in Keap CRM with optional filtering. See the documentation

Retrieve Contact Model

Retrieve the custom fields model for contacts to discover available custom field IDs and types. See the documentation

Retrieve Opportunity

Retrieve a single opportunity by ID. See the documentation

Integration Features

6 documented Microsoft Teams triggers
24 documented Keap (Infusionsoft) actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported Keap (Infusionsoft) to Microsoft Teams direction

Capability Examples

Microsoft Teams trigger → Keap (Infusionsoft) action

Catalog example
Microsoft TeamsMicrosoft Teams

New Channel

Keap (Infusionsoft)Keap (Infusionsoft)

Add Contact to Automation

Keap (Infusionsoft) trigger → Microsoft Teams action

Reverse direction
Keap (Infusionsoft)Keap (Infusionsoft)

New Invoice

Microsoft TeamsMicrosoft Teams

Create Channel

How It Works

1

Connect Apps

Authenticate your Microsoft Teams and Keap (Infusionsoft) accounts

2

Choose a Trigger

Select a documented Microsoft Teams event

3

Choose an Action

Select the documented Keap (Infusionsoft) operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 6 documented Microsoft Teams triggers.

Automated Actions

Run one of 24 documented Keap (Infusionsoft) actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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Reverse Integration Available

Also connect Keap (Infusionsoft) to Microsoft Teams for bidirectional automation

View Integration
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All Microsoft Teams Integrations

Explore all available Microsoft Teams connections

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All Keap (Infusionsoft) Integrations

Explore all available Keap (Infusionsoft) connections

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