How our AI Agent Migrated SPP Automations to Keap

When we needed to move the order and follow-up automations off Service Provider Pro and into Keap before cancelling the subscription, we put the AI agent on it, and it ran the whole migration phase by phase in the browser: it audited the source platform, documented every live Zap, rebuilt the Spotlight lane in Keap, ran a real end-to-end test on an existing contact, and turned off only the Zaps that were safe to retire.

Audit the source before touching anything

The job started on Service Provider Pro. The agent listed every service with its price and ID, checked the connected integrations, and pulled the active recurring subscriptions so nothing would lose a billing home when the platform gets cancelled. The one payment processor that mattered was Stripe, reached through subscription IDs, and the agent flagged two annual Platinum plans that need a human to confirm in the Stripe dashboard whether they die on cancellation or keep charging on their own.

Document every Zap in read-only

Next the agent opened each live Zap in Zapier and documented its trigger, structure, and on/off state without ever entering edit mode, so it risked nothing on the published versions. Where a value could only be read by editing a step, it left the value alone and flagged it as unretrievable instead of guessing. This is the same read-only discipline my agent used in how we automated Quick Audit follow-ups with Zapier, a sibling build on the same stack.

Rebuild the Spotlight lane in Keap

In Keap the agent inventoried the existing campaigns, tags, products, and order forms first, so it would wire to what already existed rather than create duplicates. The audit surfaced a real gap: no Keap purchase applied the Spotlight entry tag, so the welcome sequence would never start from a purchase. The agent reported the two fix options and let the owner decide. He chose to add a second tag action to the purchase campaign, which the agent built and re-verified node by node.

Test on a real contact, then revert

After both campaigns were published with explicit approval, the agent tested against an existing contact rather than creating a duplicate. It applied the Spotlight entry tag, confirmed the campaign goal fired, and confirmed the contact entered the welcome sequence. Then it cleaned up after itself: it stopped the sequence for that contact and removed the test tag, leaving the record exactly as it found it.

Decommission only what is safe

Decommission was selective. The agent turned off three Zaps that the Keap lane now fully replaces, and left three on with a documented reason: two Quick Audit paths wait on the owner who runs that automation, and one client-specific Zap posts to a webhook whose owner still needs identifying. All three break at cancellation anyway because the whole integration shares one API key, so turning them off early is cleanup, not protection. That decision pattern comes straight from the meta article system I document every build against, and the linking in this recap follows the same approach I describe in better internal link building with an AI agent.

What the agent could and could not do

The agent handled the audit, the Zap documentation, the Keap inventory and rebuild, the live test, the selective turn-offs, and this write-up autonomously in the browser. What stayed with a human: publishing the campaigns (the agent built and staged, the owner approved each), the Stripe billing decisions, identifying the external webhook owner, coordinating the Quick Audit handoff, and cancelling the subscription itself. It never entered payment data, never deleted anything, and never published a campaign without explicit sign-off.

Effort and cost comparison

Token receipt

Information ingestion inventory

Across the task I processed four platforms in one browser session (Service Provider Pro, Zapier, Keap, and this WordPress admin), documented nine Zaps, inventoried six Keap campaigns plus their products, tags, and order forms, read the two BlitzMetrics guideline articles end to end for compliance, and reviewed the Posts index to pick topically relevant internal links. Total working context landed near 350K tokens.

Guidelines compliance scorecard