Infusionsoft integrations and automations

Seamlessly connect Infusionsoft with other tools. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Market leaders run on Workato

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    • Build powerful workflows, fast

    Triggers

    When this happens…

    Infusionsoft
    • New company
      Company is created in Infusionsoft
    • New contact
      Contact is created in Infusionsoft
    • New order
      Order is created in Infusionsoft
    • New opportunity
      Opportunity is created in Infusionsoft
    • New payment
      New payment in Infusionsoft
    • New tag assigned to contact
      Tag assigned to contact is created in Infusionsoft
    • New/updated contact
      Contact is new or updated in Infusionsoft
    • New/updated order
      Order is new or updated in Infusionsoft
    • New/updated note
      Note is created or updated in Infusionsoft
    • New/updated product
      Product is new or updated in Infusionsoft
    • Product created
      Product created is created in Infusionsoft
    • Updated contact
      Contact is updated in Infusionsoft
    • Updated order
      Order is updated in Infusionsoft
    • Updated opportunity
      Opportunity is updated in Infusionsoft

      • Any other trigger you can think up

    Actions

    Do this…

    Infusionsoft
    • Custom action
      Custom action in Infusionsoft (Custom)
    • Add line item to Order
      Add line item to order in Infusionsoft
    • Add payment to order
      Add payment to invoice in Infusionsoft
    • Add tax to order
      Add tax to order in Infusionsoft
    • Assign tag to contact
      Assign tag to contact in Infusionsoft
    • Charge an invoice
      Charge an invoice in Infusionsoft
    • Create company
      Create company in Infusionsoft
    • Create contact
      Create contact in Infusionsoft
    • Create note
      Create note in Infusionsoft
    • Create opportunity
      Create opportunity in Infusionsoft
    • Create order
      Create order in Infusionsoft
    • Create product
      Create product in Infusionsoft
    • Create Task
      Create task in Infusionsoft
    • Get company details by ID
      Get company details in Infusionsoft
    • Get contact details by ID
      Get contact details in Infusionsoft
    • Get invoice by ID
      Get invoice by ID in Infusionsoft
    • Get payment plan by Invoice ID
      Get payment plan details by invoice ID in Infusionsoft
    • Get payment by ID
      Get payment by ID in Infusionsoft
    • Get payments by Invoice ID
      Get payments details by invoice ID in Infusionsoft
    • Get product details by ID
      Get product details in Infusionsoft
    • Make contact marketable
      Make contact marketable in Infusionsoft
    • Search companies Batch
      Search companies in Infusionsoft
    • Search contacts Batch
      Search contacts in Infusionsoft
    • Search credit cards Batch
      Search credit cards in Infusionsoft
    • Search invoices Batch
      Search invoices in Infusionsoft
    • Search order items Batch
      Search order items in Infusionsoft
    • Search orders Batch
      Search orders in Infusionsoft
    • Search products Batch
      Search products in Infusionsoft
    • Search tags Batch
      Search tags in Infusionsoft
    • Search tags by contact ID Batch
      Search tags by contact ID in Infusionsoft
    • Search users Batch
      Search users in Infusionsoft
    • Update company
      Update company in Infusionsoft
    • Update contact
      Update contact in Infusionsoft
    • Update note
      Update note in Infusionsoft
    • Update opportunity
      Update opportunity in Infusionsoft
    • Update order
      Update order in Infusionsoft
    • Update product
      Update product in Infusionsoft

      • Any other action you can think up

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