Automation Recipes — Actions

Actions define what happens when a recipe’s trigger fires and all conditions pass. A recipe can have one or more actions, and they execute in order.

Adding Actions

1. In Step 3 of the recipe editor, click + Add Action
2. Select an action from the grouped dropdown
3. Configure the action’s settings
4. Click Done

Each action can be expanded for editing by clicking on it, or collapsed by clicking Done.

Available Actions

Keap Contact Actions

Action	Description
Apply Keap Tags to Contact	Add one or more tags to the contact in Keap. Search and select tags, or create new tags directly.
Remove Keap Tags from Contact	Remove specific tags from the contact in Keap.
Update Contact Record in Keap	Update one or more contact fields in Keap. Add multiple field/value pairs. Supports merge fields for dynamic values.
Add Contact Note in Keap	Add a note to the contact record in Keap with a title and content.
Opt-in Email	Opt-in a contact’s email address in Keap.
Set Referral Partner in Keap	Assign a referral partner to the contact by ID or code.
Trigger a Campaign API Goal in Keap	Trigger an API Goal in a Keap campaign. Enter the Integration name and Call Name.

Keap Order Actions

Action	Description
Update Order Record in Keap	Update fields on the Keap order record. Supports triggered order ID, contact’s last order, or custom order ID.
Charge Credit Card in Woo Order	Charge a saved credit card on a WooCommerce order using Keap payment.

WooCommerce Order Actions

Action	Description
Update Order Record in WooCommerce	Update WooCommerce order fields: status, billing/shipping address, add notes, line items, fees, or custom meta.

Cart Actions

Action	Description
Add Custom Fee to User’s Cart	Add a fee to the cart. Amount can be fixed (e.g., 5) or percentage of subtotal (e.g., 10%). Can be taxable.
Give Shipping Discount	Apply a shipping discount. Default is 100% (free shipping).
Apply Discount to Products	Apply a discount to all products, specific products, a product category, or product type.
Auto-apply WooCommerce Coupon	Automatically apply a coupon code to the cart. Supports merge fields.
Auto-remove WooCommerce Coupon	Remove a specific coupon from the cart.
Remove Products from Cart	Remove products from the cart by specific product, category, or type.
Generate WooCommerce Coupon Code	Generate a unique coupon code from a template. Configure expiration, prefix, suffix, and length.

Communication Actions

Action	Description
Show Popup to User	Display a popup with a title and message. Optionally collect the customer’s email with a POST URL.
Show Site Notice	Display a WooCommerce-style notice to the user.
Send WooCommerce Email	Send an email via WooCommerce’s email system with custom recipient, subject, and content.
Send HTTP POST to Another Server	Send data to an external URL via HTTP POST. Configure field name/value pairs. URL and values support merge fields.

Other Actions

Action	Description
Redirect User	Redirect the user to a specific URL. Supports merge fields.
Auto-login User	Automatically log the user in by their username.
Set GIF Timer	Set a countdown timer for GIF-based email timers.
Save to WooCommerce Session	Save key/value pairs to the WooCommerce session for use in other recipes or custom code.
Update WordPress User Record	Update WordPress user profile fields and custom meta.

Legacy Actions

Some actions rely on Keap’s legacy XML-RPC API and are marked with a Legacy badge:

Action	Status	Recommendation
Run Action Set to Contact in Keap	Legacy	Migrate to Campaign Goals
Send Email (Keap Emailer)	Legacy	Use WooCommerce Email or Campaign Goals

Legacy actions show a deprecation warning when expanded, with a link to the migration guide.

Configuring Actions

Field/Value Pairs (Repeater Fields)

Several actions use field/value pair rows that support multiple entries:

• Update Contact Record in Keap — Select a contact field and enter the desired value
• Update Order Record in Keap/WooCommerce — Select an order field and enter the desired value
• Send HTTP POST — Enter field names and values
• Save to WooCommerce Session — Enter session keys and values

Click Add Row to add more pairs, and the trash icon to remove a row.

Order ID Selection

Actions that operate on orders (Update Order, Charge CC) let you choose which order to target:

• Triggered Order’s ID — The order that triggered the recipe (only available for order-based triggers)
• Contact’s Last Order / User’s Last Woo Order — The most recent order for the contact
• Custom Order ID — Enter a specific order ID or merge field (appears when selected)

Product Selection

Actions that target products (Discount, Remove from Cart) offer multiple match types:

• All products — Applies to everything
• Specific product/variation — Search and select individual products
• From certain product category — Select categories (multi-select with search)
• From certain product type — Select product types (multi-select with search)

Custom Email Override

Every action has an advanced setting to override the email used for contact lookup. This is useful when the action should apply to a different contact than the one who triggered the recipe.

1. Click the gear icon in the action header when expanded
2. Enter a custom email or merge field (e.g., {{WPUser:user_email}})
3. When set, a Custom Email badge appears on the collapsed card

Action Errors

If an action has missing or invalid configuration:

• A red border appears on the collapsed card
• An error message describes what needs to be fixed
• The recipe will not run until all errors are resolved

Next Steps

• Merge Fields Guide — Use dynamic values in action fields
• Advanced Features — Logs, manual triggers, and more