REST v2 - Action Sets

API Q&A
1

We are in the process of moving from xmlrpc to RESTAPIv2. I’m not seeing in the new API how we can trigger Action Sets.

Some googling and bringing up old forum posts suggests that Action Sets are a legacy feature and will not be included in the new API.

I wanted to get confirmation that this is indeed true as I can’t find anywhere officially talking about this. If there is, please point me to it.

When we login to Keap and go to Settings → Action Sets, there’s no indication that this is a legacy feature that presumably would be going away.

My client has many Action Sets and we utilize them in different ways - adding/removing tags, sending tasks, sending emails, etc. Sometimes there are many steps to one singular Action Set.

I would like to ask for a few clarifications:

  1. Are Actions Sets indeed a legacy feature and will they eventually be removed from the system?

  2. Does the RESTv2 currently support Actions Sets? If not, can this be added?

  3. If support will not be added, what is our alternative?

Keap Action Sets are very powerful and take care of a lot of logic. It would be a shame if we need to redo everything, this would take us a lot of development time. Keep in mind we have been a customer for around 17 years now and have used these old features for a long time.

If you could answer our questions and give us steps on what to do next this would be appreciated.

2

Action Sets are indeed considered a legacy feature, and at this time we do not have plans to add support for them in REST API v2.

This is part of the article we published covering XML-RPC functionality that will not be converted to REST v2:

XML-RPC Endpoints Not Being Converted to REST v2

I completely understand your concern here, especially given how heavily your implementation relies on Action Sets and the amount of business logic they encapsulate.

I’m going to dig into this further internally and follow up with you regarding any future plans for this capability, or similar alternatives moving forward.

3

@OmarAlmonte, here is a comparison between the Action Set and Automation Process.

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Your company had plenty of years to replicate all of the Action Set functionality in the Automation, but have failed to do so.

The Process Action Set (Legacy) item has had the word Legacy for many years and asks people why they still use it. It must be pretty clear that the Automation cannot do everything like “Create Referral Partner”.

The only solution for us is to create an Automation with a Process that replicates the Action Set functionality, or set it to run a specific Action Set.