Infusionsoft and Workato Embedded integrations and automations

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Customize your Infusionsoft and Workato Embedded integration with the following triggers and actions.

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

Workato Embedded
  • Custom action
    Custom action in Workato Embedded (Custom)
  • Add member to customer account
    Add Member to customer account in Workato Embedded
  • Copy custom role
    Copy Custom role in Workato Embedded customer account
  • Create API access profile
    Create API access profile in Workato Embedded customer account
  • Create API client
    Create API client in Workato Embedded customer account
  • Create API collection
    Create API collection in Workato Embedded customer account
  • Create connection
    Create Connection in Workato Embedded customer account
  • Create customer account
    Create Customer account in Workato Embedded
  • Create folder
    Create Folder in Workato Embedded customer account
  • Create recipe
    Create Recipe in Workato Embedded customer account
  • Add row
    Add Row in a lookup table in Workato Embedded customer account
  • Custom action (Deprecated)
    Custom action in Workato Embedded
  • Delete customer account
    Delete Customer account in Workato Embedded
  • Delete recipe
    Delete Recipe in Workato Embedded customer account
  • Delete row
    Delete Row from a lookup table in Workato Embedded customer account
  • Disable API access profile
    Disable API access profile in Workato Embedded customer account
  • Disable API endpoint
    Disable API endpoint in Workato Embedded customer account
  • Downgrade customer account (Deprecated)
    Downgrade Customer account in Workato Embedded
  • Download package
    Download Package in Workato Embedded
  • Enable API access profile
    Enable API access profile in Workato Embedded customer account
  • Enable API endpoint
    Enable API endpoint in Workato Embedded customer account
  • Export package by ID
    Export Package by ID from Workato Embedded
  • List API access profiles
    List API access profiles in Workato Embedded customer account
  • List API clients
    List API clients in Workato Embedded customer account
  • Get customer account by ID
    Get Customer account in Workato Embedded
  • Get customer account member by ID
    Get Customer account member by ID in Workato Embedded
  • Get package status
    Get Package status in Workato Embedded customer account
  • Get package details by ID
    Get Package details by ID in Workato Embedded
  • Get picklist values
    Get Picklist values in Workato Embedded customer account
  • Get recipe by ID
    Get Recipe by ID in Workato Embedded customer account
  • Get row by ID
    Get Row by ID from a lookup table in Workato Embedded customer account
  • List monthly usage
    List Monthly usage in Workato Embedded
  • Import package
    Import Package to Workato Embedded customer account
  • List account properties
    List Account properties in Workato Embedded customer account
  • List API collections
    List API collections in Workato Embedded customer account
  • Search API endpoints
    Search API endpoints in Workato Embedded customer account
  • List connections
    List Connections in Workato Embedded customer account
  • List connector metadata
    List Connector metadata in Workato Embedded
  • List customer account members
    List Customer account members in Workato Embedded
  • List customer accounts
    List Customer accounts in Workato Embedded
  • List folders
    List Folders in Workato Embedded customer account
  • List lookup tables
    List Lookup tables in Workato Embedded customer account
  • List recipes
    List Recipes in Workato Embedded customer account
  • List custom roles
    List Custom roles in Workato Embedded customer account
  • Lookup row
    Lookup Row from a lookup table in Workato Embedded customer account
  • Refresh API access profile token/secret
    Refresh API access profile token/secret in Workato Embedded customer account
  • Remove member from customer account
    Remove Member from customer account in Workato Embedded
  • Search public recipes
    Search Public recipes in Workato Embedded
  • Search rows
    Search Rows from a lookup table in Workato Embedded customer account
  • Start recipe
    Start Recipe in Workato Embedded customer account
  • Stop recipe
    Stop Recipe in Workato Embedded customer account
  • Update API access profile
    Update API access profile in Workato Embedded customer account
  • Update connection
    Update Connection in Workato Embedded customer account
  • Update customer account
    Update Customer account in Workato Embedded
  • Update customer account member
    Update Member in a customer account in Workato Embedded
  • Update recipe
    Update Recipe in Workato Embedded customer account
  • Update row
    Update Row in a lookup table in Workato Embedded customer account
  • Upgrade customer account (Deprecated)
    Upgrade Customer account in Workato Embedded
  • Upsert account property
    Upsert Account property in Workato Embedded customer account

    • Any other action you can think up

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