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Infusionsoft

Integromat Updated October 22, 2020 07:43

The Infusionsoft modules allow you to create, update, list, and/or delete contacts, commissions, events, campaigns, orders, transactions, emails, files, notes, opportunities, products, tasks, and tags in your Infusionsoft account.

Prerequisites

A Infusionsoft account

In order to use Infusionsoft with Integromat, it is necessary to have an Infusionsoft account. If you do not have one, you can create an Infusionsoft account at https://signin.infusionsoft.com/registration/createInfusionsoftId.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting Infusionsoft to Integromat

To connect your Infusionsoft account to Integromat:

1. Go to Integromat and open the Infusionsoft module's Create a connection dialog.

2. Enter the Connection name and click Continue.

3. Enter the Email address and Password. Click Log In.

4. Click the Allow button.

The connection has been established.

Webhook

Watch Event

Triggers when a specified event occurs.

Connection Name	Enter a name for the connection.
Connection	Establish a connection to your Infusionsoft account.
Event	Select the event you want to watch.

Affiliate

Retrieve Commissions

Retrieves a list of commissions based on affiliate or date range.

Connection	Establish a connection to your Infusionsoft account.
Since	Enter the starting date from which you want to retrieve commissions.
Until	Enter the ending date until which you want to retrieve commissions.
Limit	The maximum number of commissions Integromat should return during one scenario execution cycle.
Affiliate ID	Select the Affiliate ID whose commissions you want to retrieve.

Appointment

Watch New Appointments

Checks if new appointment was created.

Connection	Establish a connection to your Infusionsoft account.
Limit	The maximum number of appointments Integromat should return during one scenario execution cycle.

List Appointments

Retrieves all your appointments.

Connection	Establish a connection to your Infusionsoft account.
Since	Enter the starting date from which you want to list the appointments.
Until	Enter the ending date until which you want to list appointments.
Number of Appointments to Return	The number of appointments Integromat should return during one scenario execution cycle.

Retrieve an Appointment

Retrieves a specific appointment belonging to you.

Connection	Establish a connection to your Infusionsoft account.
Appointment	Select the appointment whose details you want to retrieve.

Delete an Appointment

Deletes the specified appointment.

Connection	Establish a connection to your Infusionsoft account.
Appointment	Select the appointment you want to delete.

Campaign

List Campaigns

Retrieves all your campaigns.

Connection

Establish a connection to your Infusionsoft account.

Option Properties

Select the properties by which you want to list the campaigns:

Sequences
Goals
Locked
Created by global ID

Contact

Watch New Contacts

Checks if new contacts were created.

Connection	Establish a connection to your Infusionsoft account.
Limit	The maximum number of contacts Integromat should return during one scenario execution cycle.

List Contacts

Retrieves a list of all your contacts.

Connection	Establish a connection to your Infusionsoft account.
Number of Contacts to Return	Enter the number of contacts to list.
Email	Enter the email address of the contact you want to list.
First Name	Enter the first name of the contact.
Last Name	Enter the last name or surname of the contact.
Order	Select the order in which you want to list the contacts: ID Date Created
Optional Properties	Select the properties by which you want to list the contacts: Job Title Title Suffix Birthday Notes Lead Source ID Custom Fields Fax Numbers Source Type Website Time Zone Relationships Preferred Nam Preferred Locale Opt in reason

List Custom Field of Contacts

Retrieves a list of custom fields for contacts.

Connection

Establish a connection to your Infusionsoft account.

Retrieve a Contact

Retrieves a single contact.

Connection

Establish a connection to your Infusionsoft account.

Contact ID

Select the Contact ID whose details you want to retrieve.

Optional Properties

Select the properties by which you want to list the contact:

Job Title
Title
Suffix
Birthday
Notes
Lead Source ID
Custom Fields
Fax Numbers
Source Type
Website
Time Zone
Relationships
Preferred Nam
Preferred Locale
Opt in reason

Create a Contact

Creates a new contact in your contact list.

Connection	Establish a connection to your Infusionsoft account.
Email Addresses	Add the Email Address of the contact: Email Enter the email address. Field Select the series for email address. For example, Email Address 1, Email address 2, and so on. You can add multiple email addresses for the contact.
Phone Numbers	Add the Phone numbers of the contact: Extension Enter the phone number extension. Number Enter the phone number. Type Select the type of phone number: Work Home Mobile Other Field Select the series for the phone number. For example, Phone Number 1, Phone Number 2, and so on. You can enter multiple phone numbers.
First Name	Enter the first name of the contact.
Last Name	Enter the last name of the contact.
Middle Name	Enter the middle name of the contact.
Job Title	Enter the job title of the contact.
Company Name	Enter the company name the contact belongs to.
Company ID	Enter the Company ID of the contact.
Person Type	Select the contact type: Prospect Customer Partner Personal Contact Vendor TrainingSeeker
Addresses	Add the addresses of the contact: Street Address 1 Enter the street address. Street Address 2 Enter the street address. City Enter the city name. Region Enter the region name. Country Code Enter the country name. Postal Code Enter the postal code of the country. Field Select the address type: Billing Shipping Other You can create multiple addresses of the contact.
Opt-In Reason	Enter details of the contact. For example, Customer opted-in through webform. You may opt-in or mark a Contact as Marketable by including this field.
Fax Numbers	Add the fax number of the contact: Number Enter the fax number. Type Select the type of fax number: Work Home Other Field Select the kind of fax: Billing Shipping Other
Website	Enter the website of the contact or the company.
Title	Enter the position title of the contact.
Suffix	Enter the suffix for the contact: Jr I II PhD
Birthday	Enter the date of birth of the contact.
Nickname	Enter the nickname of the contact.
Person Notes	Enter any information that you want noted about the contact.
Custom Fields	Add custom fields: Custom ID Select the custom ID to add for the contact. Content Enter the details of the custom field.

Create or Update a Contact

Creates a new contact or updates a contact in your contact list.

Connection	Establish a connection to your Infusionsoft account.
Duplicate Option	Select the option to create or update the contact: Email Email and Name
First Name	Enter the first name of the contact.
Last Name	Enter the last name of the contact.
Middle Name	Enter the middle name of the contact.
Job Title	Enter the job title of the contact.
Company name	Enter the company name the contact belongs to.
Company ID	Enter the Company ID of the contact.
Person Type	Select the contact type: Prospect Customer Partner Personal Contact Vendor TrainingSeeker
Addresses	Add the addresses of the contact: Street Address 1 Enter the street address. Street Address 2 Enter the street address. City Enter the city name. Region Enter the region name. Country Code Enter the country name. Postal Code Enter the postal code of the country. Field Select the address type: Billing Shipping Other You can create multiple addresses of the contact.
Opt-In Reason	Enter details of the contact. For example, customer opted-in through webform. You may opt-in or mark a Contact as Marketable by including this field.
Email Addresses	Add the Email Address of the contact: Email Enter the email address. Field Select the series for email address. For example, Email Address 1, Email address 2, and so on. You can add multiple email addresses for the contact.
Phone Numbers	Add the Phone numbers of the contact: Extension Enter the phone number extension. Number Enter the phone number. Type Select the type of phone number: Work Home Mobile Other Field Select the series for the phone number. For example, Phone Number 1, Phone Number 2, and so on. You can enter multiple phone numbers.
Fax Numbers	Add the fax number of the contact: Number Enter the fax number. Type Select the type of fax number: Work Home Other Field Select the series of the fax number. For example, Fax Number 1, Fax Number 2, and so on.
Website	Enter the website of the contact or the company.
Title	Enter the position title of the contact.
Suffix	Enter the suffix for the contact: Jr I II PhD
Birthday	Enter the date of birth of the contact.
Nickname	Enter the nickname of the contact.
Person Notes	Enter any information that you want noted about the contact.
Custom Fields	Add the custom fields: Custom ID Select the custom ID to add for the contact. Content Enter the details of the custom field.

Update a Contact

Updates a contact with only the values provided in the request.

Connection	Establish a connection to your Infusionsoft account.
Contact ID	Select the Contact ID whose details you want to update.
First Name	Enter the first name of the contact.
Last Name	Enter the last name of the contact.
Middle Name	Enter the middle name of the contact.
Job Title	Enter the job title of the contact.
Company name	Enter the company name the contact belongs to.
Company ID	Enter the Company ID of the contact.
Person Type	Select the contact type: Prospect Customer Partner Personal Contact Vendor TrainingSeeker
Owner ID	Enter the Owner ID of the contact.
Addresses	Add the addresses of the contact: Street Address 1 Enter the street address. Street Address 2 Enter the street address. City Enter the city name. Region Enter the region name. Country Code Enter the country name. Postal Code Enter the postal code of the country. Field Select the address type: Billing Shipping Other You can create multiple addresses of the contact.
Opt-In Reason	Enter details of the contact. For example, Customer opted-in through webform. You may opt-in or mark a Contact as Marketable by including this field.
Email Addresses	Add the Email Address of the contact: Email Enter the email address. Field Select the series for email address. For example, Email Address 1, Email address 2, and so on. You can add multiple email addresses for the contact.
Phone Numbers	Add the Phone numbers of the contact: Extension Enter the phone number extension. Number Enter the phone number. Type Select the type of phone number: Work Home Mobile Other Field Select the series for the phone number. For example, Phone Number 1, Phone Number 2, and so on. You can enter multiple phone numbers.
Fax Numbers	Add the fax number of the contact: Number Enter the fax number. Type Select the type of fax number: Work Home Other Field Select the series of the fax number. For example, Fax Number 1, Fax Number 2, and so on.
Website	Enter the website of the contact or the company.
Title	Enter the position title of the contact.
Suffix	Enter the suffix for the contact: Jr I II PhD
Birthday	Enter the date of birth of the contact.
Nickname	Enter the nickname of the contact.
Person Notes	Enter any information that you want noted about the contact.
Custom Fields	Add the custom fields: Custom ID Select the custom ID to add for the contact. Content Enter the details of the custom field.

Delete Contact

Deletes the specified contact.

Connection	Establish a connection to your Infusionsoft account.
Contact	Select the contact you want to delete.

Order

Watch New Orders

Checks if new orders were created.

Connection	Establish a connection to your Infusionsoft account.
Limit	The maximum number of new orders Integromat should return during one scenario execution cycle.

List Orders

Retrieves a list of all orders using the specified search criteria.

Connection	Establish a connection to your Infusionsoft account.
Since	Enter the starting date from which you want to list the orders.
Until	Enter the ending date from which you want to list the orders.
Paid	Select Yes if you want list orders with Paid status. Yes No Not defined
Contact	Select the contact whose orders you want to list.
Product	Select the product whose orders you want to list.

Retrieve an Order

Retrieves a single order.

Connection	Establish a connection to your Infusionsoft account.
Order ID	Select the Order ID whose details you want to retrieve.

Retrieve Order Transactions

Retrieves a list of all transactions on a given order using the specified search criteria.

Connection	Establish a connection to your Infusionsoft account.
Order	Select the order whose transaction you want to list.
Since	Enter the starting date from which you want to list the order transactions.
Until	Enter the ending date from which you want to list the order transactions.
Contact	Select the contact to whose order transactions you want to list.

List Transactions

Retrieves a list of transactions for a given contact.

Connection	Establish a connection to your Infusionsoft account.
Since	Enter the starting date from which you want to list the transactions.
Until	Enter the ending date from which you want to list the transactions.
Contact	Select the contact to whose transactions you want to list.

Email

Watch Sent Emails

Checks if new emails were sent.

Connection	Establish a connection to your Infusionsoft account.
Limit	The maximum number of sent emails Integromat should return during one scenario execution cycle.

List All Emails Sent

Retrieves a list of emails that have been sent.

Connection	Establish a connection to your Infusionsoft account.
Contact	Select contact whose sent emails you want to list.
Email	Enter the email address whose sent emails you want to list.

List Emails Sent to Contact

Lists emails that have been sent to a contact.

Connection	Establish a connection to your Infusionsoft account.
Contact ID	Select the Contact ID whose emails you want to list.
Email	Enter the email address of the contact you want to list.

File

Watch New Files

Checks if new files were created.

Connection	Establish a connection to your Infusionsoft account.
Limit	The maximum number of new files Integromat should return during one scenario execution cycle.

List Files

Retrieves a list of all files.

Connection	Establish a connection to your Infusionsoft account.
Viewable	Select the view type of the file you want to list: Public Private Both
Permission	Select the permission type of the file you want to list: User Company Both
Type	Select the file type you want to list: Application Image Fax Attachment Ticket Contact Digital Product Import Hidden Web form Styled Cart Re-Sampled Image Template Thumbnail Funnel Logo Thumbnail

Retrieves a File

Retrieves metadata about a specific file.

Connection	Establish a connection to your Infusionsoft account.
File ID	Select the File ID whose details you want to retrieve.

Upload a File

Uploads a file.

Connection	Establish a connection to your Infusionsoft account.
File Name	Enter the file name you want to upload.
File Data	Select the data type of the file.
Public	Select if you want to make the file access public.
File Association	Select the option to associate the file: Contact Company User

Replace a File

Uploads a file to replace an existing one.

Connection	Establish a connection to your Infusionsoft account.
File	Select the file that you want to replace.
File Name	Enter the file name to be uploaded.
File Data	Enter the data of the file. For example, get the text file from sources like Dropbox, or simply upload a text file.
Public	Select if the file is accessible publicly.
File Association	Select the association type of the file.

Delete File

Deletes a specified file.

Connection	Establish a connection to your Infusionsoft account.
File	Select the file you want to delete.

Note

Watch New Notes

Checks if new notes were created.

Connection	Establish a connection to your Infusionsoft account.
Limit	The maximum number of new notes Integromat should return during one scenario execution cycle.
User	Select the user assigned to the notes you want to watch.
Contact	Select the contact assigned to the notes you want to watch.

List Notes

Retrieves a list of all notes.

Connection	Establish a connection to your Infusionsoft account.
Number of Notes to Return	Enter the number of notes Integromat should return during one scenario execution cycle.
User ID	Select the User ID assigned to the notes you want to list.
Contact ID	Select the Contact ID assigned to the notes you want to list.

Retrieve a Note

Retrieves a single note.

Connection	Establish a connection to your Infusionsoft account.
Note ID	Select the Note ID whose details you want to retrieve.

Delete Note

Deletes a note.

Connection	Establish a connection to your Infusionsoft account.
Note ID	Select the Note ID whose details you want to delete.

Opportunity

Watch New Opportunities

Checks if new opportunities were created.

Connection	Establish a connection to your Infusionsoft account.
Limit	The maximum number of new opportunities Integromat should return during one scenario execution cycle.

List Opportunities

Retrieves a list of all opportunities.

Connection	Establish a connection to your Infusionsoft account.
User ID	Select the User ID whose opportunities you want to list.
Stage	Select the stage of the opportunities you want to list: New Opportunity Working Closing Won Lost
Order	Select the order of opportunities you want to list: Next Action Opportunity Name Contact Name Date Created

Retrieve an Opportunity

Retrieves a single opportunity.

Connection	Establish a connection to your Infusionsoft account.
Opportunity	Select the opportunity whose details you want to retrieve.

Products

List Product

Retrieves a list of all products.

Connection

Establish a connection to your Infusionsoft account.

Active

Select Yes if the products you want to retrieve are active:

Yes
No
Not defined

Retrieve Product

Retrieves a single product from your Infusionsoft account.

Connection	Establish a connection to your Infusionsoft account.
Product ID	Select the Product ID whose details you want to retrieve.

Task

Watch New Tasks

Checks if new tasks were created.

Connection	Establish a connection to your Infusionsoft account.
Limit	The maximum number of new tasks Integromat should return during one scenario execution cycle.

List Tasks

Retrieves a list of all tasks using the specified search criteria.

Connection	Establish a connection to your Infusionsoft account.
Contact	Select the contact whose tasks you want to list.
Limit	The maximum number of tasks Integromat should return during one scenario execution cycle.

Retrieve a Task

Retrieves a single task.

Connection	Establish a connection to your Infusionsoft account.
Task	Select the task whose details you want to retrieve.

Create a Task

Creates a new task.

Connection	Establish a connection to your Infusionsoft account.
Contact ID	Select the Contact ID to whom you want to assign this new task.
Action Description	Enter the name of the task.
Action Date	Enter the date on which the task must be done.
Completion date	Enter the date by which the task must be complete.
Creation Notes	Enter the details of the task.
Priority	Select the priority of the task: Critical Essential Non-Essential

Update Task

Updates a task with only the values provided in the request.

Connection	Establish a connection to your Infusionsoft account.
Task	Select the task you want to update.
Contact	Select the contact to whom the task is assigned.
Action Description	Enter the name of the task.
Action Date	Enter the date on which the task must be done.
Completion date	Enter the date by which the task must be complete.
Creation Notes	Enter the details of the task.
Priority	Select the priority of the task: Critical Essential Non-Essential

Delete Task

Permanently deletes a specified task.

Connection	Establish a connection to your Infusionsoft account.
Task	Select the task you want to delete.

Other

Make an API Call

Performs an arbitrary authorized API call.

Connection	Establish a connection to your Infusionsoft account.
URL	Enter a path relative to `https://api.infusionsoft.com/crm/rest`. For example: `/v1/contacts` For the list of available endpoints, refer to the Infusionsoft API Documentation.
Method	Select the HTTP method you want to use: GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry.
Headers	Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String	Enter the request query string.
Body	Enter the body content for your API call.

Example - List Files

Following API call returns all files:

Matches of the search can be found in the module's Output under Bundle > Body > files.
In our example, 4 files were returned:

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Connection	Establish a connection to your Infusionsoft account.
Description	Enter the details of the tag.
Name	Enter the name of the tag.
Category ID	Enter the Category ID for the tag.

Connection	Establish a connection to your Infusionsoft account.
Name	Enter the name of the tag category.
Description	Enter the details of the tag category.

Connection	Establish a connection to your Infusionsoft account.
Tag	Select the tag you want to watch.
Limit	The maximum number of tags Integromat should return during one scenario execution cycle.

Infusionsoft

Connecting Infusionsoft to Integromat

Webhook

Watch Event

Affiliate

Retrieve Commissions

Appointment

Watch New Appointments

List Appointments

Retrieve an Appointment

Delete an Appointment

Campaign

List Campaigns

Contact

Watch New Contacts

List Contacts

List Custom Field of Contacts

Retrieve a Contact

Create a Contact

Create or Update a Contact

Update a Contact

Delete Contact

Order

Watch New Orders

List Orders

Retrieve an Order

Retrieve Order Transactions

List Transactions

Email

Watch Sent Emails

List All Emails Sent

List Emails Sent to Contact

File

Watch New Files

List Files

Retrieves a File

Upload a File

Replace a File

Delete File

Note

Watch New Notes

List Notes

Retrieve a Note

Delete Note

Opportunity

Watch New Opportunities

List Opportunities

Retrieve an Opportunity

Products

List Product

Retrieve Product

Tags

Watch a Tag

Watch New Applied Tags

List Tags

List Applied Tags

List Tagged Contacts

Retrieve a Tag

Apply Tag to Contacts

Apply Tags

Create Tag

Create Tag Category

Remove Tag from Contacts

Remove Applied Tags

Task

Watch New Tasks

List Tasks

Retrieve a Task

Create a Task

Update Task

Delete Task

Other

Make an API Call

Example - List Files