Infusionsoft (Keap) Automation API

The Automation API from Infusionsoft (Keap) — 9 operation(s) for automation.

Operations 16

PUT /rest/v2/automations/{automation_id}/unpublish Unpublish an Automation #
POST /rest/v2/automations/{automation_id}/sequences/{sequence_id}:addContacts Add Contacts to an Automation Sequence #
POST /rest/v2/automations/goals/achieve Achieve an Automation Goal #
POST /rest/v2/automations/categories/batchAssign Bulk update for Automations Categories #
POST /rest/v2/automations/batch-unpublish Bulk unpublish Automations #
PATCH /rest/v2/easy-automations/{automation_id} Renames an Easy Automation. #
GET /rest/v2/automations List Automations #
DELETE /rest/v2/automations Delete an Automation #
GET /rest/v2/automations/{automation_id} Retrieve an Automation #
GET /rest/v2/automations/ids List Automations Ids #
GET /v2/automations List Automations #
DELETE /v2/automations Delete an Automation #
POST /v2/automations/categories/batchAssign Bulk update for Automations Categories #
GET /v2/automations/ids List Automations Ids #
GET /v2/automations/{automation_id} Retrieve an Automation #
POST /v2/automations/{automation_id}/sequences/{sequence_id}:addContacts Add Contacts to an Automation Sequence #

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OpenAPI Specification

infusionsoft-automation-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  title: Infusionsoft Automation API
  license:
    name: Apache 2.0
    url: https://www.apache.org/licenses/LICENSE-2.0
  version: '1.0'
  description: 'Operations tagged Automation across 4 of this provider''s published API definitions: infusionsoft-keap-sdk-v2-swagger-original.yml, infusionsoft-rest-v2-2025-11-05-openapi-original.json, infusionsoft-rest-v2-openapi-original.json, infusionsoft-rest-v2-openapi.json. Each path carries the servers of the definition it was published in.'
servers:
- url: https://api.keap.com/crm
- url: https://api.infusionsoft.com/crm/rest
- url: https://api.infusionsoft.com/crm
tags:
- name: Automation
paths:
  /rest/v2/automations/{automation_id}/unpublish:
    put:
      tags:
      - Automation
      summary: Unpublish an Automation
      description: Unpublishes a single automation
      operationId: unpublishAutomation
      parameters:
      - name: automation_id
        in: path
        required: true
        schema:
          type: string
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/UnpublishAutomationRequest'
        required: true
      responses:
        '200':
          description: OK
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '403':
          description: Forbidden
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '404':
          description: Not Found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '405':
          description: Method Not Allowed
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '409':
          description: Conflict
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '501':
          description: Method Not Implemented
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
      security:
      - oauth2: []
    servers:
    - url: https://api.keap.com/crm
  /rest/v2/automations/{automation_id}/sequences/{sequence_id}:addContacts:
    post:
      tags:
      - Automation
      summary: Add Contacts to an Automation Sequence
      description: 'Adds a list of contacts to an automation sequence

        Response contains a map of the provided list of Contact Ids and their individual result.'
      operationId: addContactsToAutomationSequence
      parameters:
      - name: automation_id
        in: path
        required: true
        schema:
          type: string
      - name: sequence_id
        in: path
        required: true
        schema:
          type: string
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/AddToAutomationSequenceRequest'
        required: true
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AddToAutomationSequenceResponse'
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '403':
          description: Forbidden
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '404':
          description: Not Found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '405':
          description: Method Not Allowed
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '409':
          description: Conflict
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '501':
          description: Method Not Implemented
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
      security:
      - oauth2: []
    servers:
    - url: https://api.keap.com/crm
  /rest/v2/automations/goals/achieve:
    post:
      tags:
      - Automation
      summary: Achieve an Automation Goal
      description: Achieves a goal in an automation for a contact
      operationId: achieveGoal
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/AchieveGoalRequest'
        required: true
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AchieveGoalResponse'
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '403':
          description: Forbidden
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '404':
          description: Not Found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '405':
          description: Method Not Allowed
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '409':
          description: Conflict
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '501':
          description: Method Not Implemented
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
      security:
      - oauth2: []
    servers:
    - url: https://api.keap.com/crm
  /rest/v2/automations/categories/batchAssign:
    post:
      tags:
      - Automation
      summary: Bulk update for Automations Categories
      description: Bulk updates the categories of one or more automations
      operationId: bulkAssignmentAutomationsCategories
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/AssignAutomationCategoryRequest'
        required: true
      responses:
        '200':
          description: OK
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '403':
          description: Forbidden
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '404':
          description: Not Found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '405':
          description: Method Not Allowed
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '409':
          description: Conflict
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '501':
          description: Method Not Implemented
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
      security:
      - oauth2: []
    servers:
    - url: https://api.keap.com/crm
  /rest/v2/automations/batch-unpublish:
    post:
      tags:
      - Automation
      summary: Bulk unpublish Automations
      description: Bulk unpublish one or more automations
      operationId: bulkUnpublishAutomations
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/BatchUnpublishAutomationRequest'
        required: true
      responses:
        '200':
          description: OK
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '403':
          description: Forbidden
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '404':
          description: Not Found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '405':
          description: Method Not Allowed
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '409':
          description: Conflict
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '501':
          description: Method Not Implemented
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
      security:
      - oauth2: []
    servers:
    - url: https://api.keap.com/crm
  /rest/v2/easy-automations/{automation_id}:
    patch:
      tags:
      - Automation
      summary: Renames an Easy Automation.
      description: Updates the name of a single easy automation.
      operationId: renameAutomationV2
      parameters:
      - name: automation_id
        in: path
        description: automation_id
        required: true
        schema:
          type: string
        example: HWv0fbDNDbWg6cFKY027
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/RenameEasyAutomationCommand'
        required: true
      responses:
        '204':
          description: No Content
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '403':
          description: Forbidden
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '404':
          description: Not Found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '405':
          description: Method Not Allowed
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '409':
          description: Conflict
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '501':
          description: Method Not Implemented
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
      security:
      - oauth2: []
    servers:
    - url: https://api.keap.com/crm
  /rest/v2/automations:
    get:
      tags:
      - Automation
      summary: List Automations
      description: Retrieves a list of automations
      operationId: listAutomations
      parameters:
      - name: filter
        in: query
        description: "Filter to apply, allowed fields are:\n\n- `name` (String): Filter by automation name. Supports the `==` operator with optional prefix wildcard (`foo*`).\n  Without a wildcard, the search matches automations whose name contains the given text.\n  With a prefix wildcard, it matches automations whose name starts with the given text.\n  - `filter=name%3D%3DSpring Automation` — names containing \"Spring Automation\"\n  - `filter=name%3D%3DSpring*` — names starting with \"Spring\"\n\n- `id` (Long): Filter by automation ID. Supports comparison operators:\n  `==` `!=` `>` `<` `>=` `<=`\n  - `filter=id%3E5` — id > 5\n  - `filter=id%3E%3D10` — id >= 10\n\n- `status` (String): Filter by automation status. Accepted values: `published`, `draft`.\n  - `filter=status%3D%3Dpublished` — published automations only\n  - `filter=status%3D%3Ddraft` — draft automations only\n\n- `categories` (String): Filter by category ID (comma-separated list of IDs).\n  - `filter=categories%3D%3D1` — automations in category 1\n  - `filter=categories%3D%3D1,2,3` — automations in categories 1, 2, or 3\n\nMultiple filters can be combined with `;` (AND logic):\n- `filter=name%3D%3DSpring*%3Bautomation_id%3E5`\n"
        required: false
        schema:
          type: string
      - name: order_by
        in: query
        description: 'Attribute and direction to order items.

          One of the following fields:

          - `name`

          - `category`

          - `activeContacts`

          - `publishedDate`


          One of the following directions:

          - `asc`

          - `desc`'
        required: false
        schema:
          type: string
      - name: page_size
        in: query
        description: Total number of items to return per page
        required: false
        schema:
          type: integer
          format: int32
          maximum: 25
          minimum: 0
        example: 0
      - name: page_token
        in: query
        description: Page token
        required: false
        schema:
          type: string
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ListAutomationResponse'
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '403':
          description: Forbidden
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '404':
          description: Not Found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '405':
          description: Method Not Allowed
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '409':
          description: Conflict
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '501':
          description: Method Not Implemented
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
      security:
      - oauth2: []
    delete:
      tags:
      - Automation
      summary: Delete an Automation
      description: Deletes a single automation
      operationId: deleteAutomation
      parameters:
      - name: automation_ids
        in: query
        required: true
        schema:
          type: array
          items:
            type: integer
            format: int64
      responses:
        '204':
          description: No Content
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '403':
          description: Forbidden
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '404':
          description: Not Found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '405':
          description: Method Not Allowed
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '409':
          description: Conflict
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '501':
          description: Method Not Implemented
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
      security:
      - oauth2: []
    servers:
    - url: https://api.keap.com/crm
  /rest/v2/automations/{automation_id}:
    get:
      tags:
      - Automation
      summary: Retrieve an Automation
      description: Retrieves a single automation
      operationId: getAutomation
      parameters:
      - name: automation_id
        in: path
        required: true
        schema:
          type: string
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Automation'
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '403':
          description: Forbidden
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '404':
          description: Not Found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '405':
          description: Method Not Allowed
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '409':
          description: Conflict
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '501':
          description: Method Not Implemented
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
      security:
      - oauth2: []
    servers:
    - url: https://api.keap.com/crm
  /rest/v2/automations/ids:
    get:
      tags:
      - Automation
      summary: List Automations Ids
      description: Retrieves a list of automations IDs
      operationId: listAllAutomationIds
      parameters:
      - name: filter
        in: query
        description: "Filter to apply, allowed fields are:\n\n- `name` (String): Filter by automation name. Supports the `==` operator with optional prefix wildcard (`foo*`).\n  Without a wildcard, the search matches automations whose name contains the given text.\n  With a prefix wildcard, it matches automations whose name starts with the given text.\n  - `filter=name%3D%3DSpring Automation` — names containing \"Spring Automation\"\n  - `filter=name%3D%3DSpring*` — names starting with \"Spring\"\n\n- `id` (Long): Filter by automation ID. Supports comparison operators:\n  `==` `!=` `>` `<` `>=` `<=`\n  - `filter=id%3E5` — id > 5\n  - `filter=id%3E%3D10` — id >= 10\n\n- `status` (String): Filter by automation status. Accepted values: `published`, `draft`.\n  - `filter=status%3D%3Dpublished` — published automations only\n  - `filter=status%3D%3Ddraft` — draft automations only\n\n- `categories` (String): Filter by category ID (comma-separated list of IDs).\n  - `filter=categories%3D%3D1` — automations in category 1\n  - `filter=categories%3D%3D1,2,3` — automations in categories 1, 2, or 3\n\nMultiple filters can be combined with `;` (AND logic):\n- `filter=name%3D%3DSpring*%3Bautomation_id%3E5`\n"
        required: false
        schema:
          type: string
      - name: order_by
        in: query
        description: 'Attribute and direction to order items.

          One of the following fields:

          - `name`

          - `category`

          - `activeContacts`

          - `publishedDate`


          One of the following directions:

          - `asc`

          - `desc`'
        required: false
        schema:
          type: string
      - name: page_size
        in: query
        description: Total number of items to return per page
        required: false
        schema:
          type: integer
          format: int32
          maximum: 25
          minimum: 0
        example: 0
      - name: page_token
        in: query
        description: Page token
        required: false
        schema:
          type: string
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ListAutomationIdsResponse'
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '403':
          description: Forbidden
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '404':
          description: Not Found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '405':
          description: Method Not Allowed
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '409':
          description: Conflict
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '501':
          description: Method Not Implemented
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
      security:
      - oauth2: []
    servers:
    - url: https://api.keap.com/crm
  /v2/automations:
    get:
      tags:
      - Automation
      summary: List Automations
      description: Retrieves a list of automations
      operationId: listAutomationsUsingGET
      parameters:
      - name: filter
        in: query
        description: 'Filter to apply, allowed fields are:

          - (String) `name`


          You will need to apply the `==` operator to check the equality of the filter with your searched

          text, in the encoded form `%3D%3D`. The search will look for the text anywhere in the automation name.


          - `filter=name%3D%3DSpring Automation`

          - `filter=name%3D%3DTag New Contacts`

          '
        schema:
          type: string
      - name: order_by
        in: query
        description: 'Attribute and direction to order items.

          One of the following fields:

          - `name`

          - `category`

          - `activeContacts`

          - `publishedDate`


          One of the following directions:

          - `asc`

          - `desc`'
        schema:
          type: string
      - name: page_size
        in: query
        description: Total number of items to return per page
        schema:
          maximum: 25
          minimum: 1
          type: integer
          format: int32
        example: 0
      - name: page_token
        in: query
        description: Page token
        schema:
          type: string
      - name: stats
        in: query
        schema:
          type: boolean
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                title: ListAutomationResponse
                type: object
                properties:
                  automation_count:
                    type: integer
                    format: int32
                  automations:
                    type: array
                    items:
                      title: Automation
                      type: object
                      properties:
                        active_contacts:
                          type: integer
                          format: int32
                        categories:
                          type: array
                          items:
                            type: string
                        current_edit_lock_status:
                          title: AutomationLockStatus
                          type: object
                          properties:
                            locked:
                              type: boolean
                            user_firstname:
                              type: string
                            user_id:
                              type: string
                            user_name:
                              type: string
                        error_message:
                          type: string
                        id:
                          type: string
                        locked:
                          type: boolean
                        published_by:
                          type: string
                        published_date:
                          type: string
                        published_timezone:
                          type: string
                        status:
                          type: string
                        title:
                          type: string
                  next_page_token:
                    type: string
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                title: Error
                type: object
                properties:
                  cause:
                    title: Throwable
                    type: object
                    properties:
                      cause:
                        $ref: '#/components/schemas/Throwable'
                      localizedMessage:
                        type: string
                      message:
                        type: string
                      stackTrace:
                        type: array
                        items:
                          title: StackTraceElement
                          type: object
                          properties:
                            classLoaderName:
                              type: string
                            className:
                              type: string
                            fileName:
                              type: string
                            lineNumber:
                              type: integer
                              format: int32
                            methodName:
                              type: string
                            moduleName:
                              type: string
                            moduleVersion:
                              type: string
                            nativeMethod:
                              type: boolean
                      suppressed:
                        type: array
                        items:
                          $ref: '#/components/schemas/Throwable'
                  localizedMessage:
                    type: string
                  message:
                    type: string
                  stackTrace:
                    type: array
                    items:
                      title: StackTraceElement
                      type: object
                      properties:
                        classLoaderName:
                          type: string
                        className:
                          type: string
                        fileName:
                          type: string
                        lineNumber:
                          type: integer
                          format: int32
                        methodName:
                          type: string
                        moduleName:
                          type: string
                        moduleVersion:
                          type: string
                        nativeMethod:
                          type: boolean
                  suppressed:
                    type: array
                    items:
                      title: Throwable
                      type: object
                      properties:
                        cause:
                          $ref: '#/components/schemas/Throwable'
                        localizedMessage:
                          type: string
                        message:
                          type: string
                        stackTrace:
                          type: array
                          items:
                            title: StackTraceElement
                            type: object
                            properties:
                              classLoaderName:
                                type: string
                              className:
                                type: string
                              fileName:
                                type: string
                              lineNumber:
                                type: integer
                                format: int32
                              methodName:
                                type: string
                              moduleName:
                                type: string
                              moduleVersion:
                                type: string
                              nativ

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# Full source: https://raw.githubusercontent.com/api-evangelist/infusionsoft/refs/heads/main/openapi/infusionsoft-automation-api-openapi.yml