DuoCircle and Infusionsoft integrations and automations

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

Rating

4.9

Pre-built

150+

integrations

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…

DuoCircle
  • Remove a Delegated Service Access account
    Remove a Delegated Service Access account in Duo circle customer API
  • Delete destination email service action.
    Delete destination email service action. in Duo circle customer API
  • Delete filter rule.
    Delete filter rule. in Duo circle customer API
  • Delete service's Recipients action.
    Delete service's Recipients action. in Duo circle customer API
  • Delete service's user's alias.
    Delete service's user's alias. in Duo circle customer API
  • Delete service's user's forward destination.
    Delete service's user's forward destination. in Duo circle customer API
  • Return account details.
    Return account details. in Duo circle customer API
  • Get a list of all Delegated Service Access accounts
    Get a list of all Delegated Service Access accounts in Duo circle customer API
  • Retrieve a Delegated Service Access account by username (email address)
    Retrieve a Delegated Service Access account by username (email address) in Duo circle customer API
  • Return services list.
    Return services list. in Duo circle customer API
  • Return service details.
    Return service details. in Duo circle customer API
  • Return service destinations list.
    Return service destinations list. in Duo circle customer API
  • Return service's filter list.
    Return service's filter list. in Duo circle customer API
  • Return service's filter detail by id.
    Return service's filter detail by id. in Duo circle customer API
  • Return service forward list.
    Return service forward list. in Duo circle customer API
  • Get recipient details.
    Get recipient details. in Duo circle customer API
  • Get a list of the user's aliases
    Get a list of the user's aliases in Duo circle customer API
  • Get service's user forward destination list.
    Get service's user forward destination list. in Duo circle customer API
  • Return service settings object.
    Return service settings object. in Duo circle customer API
  • Update recipient address
    Update recipient address in Duo circle customer API
  • Update service's user's forward destination status action.
    Update service's user's forward destination status action. in Duo circle customer API
  • Verify service's user's forward destination.
    Verify service's user's forward destination. in Duo circle customer API
  • Configure email service.
    Configure email service. in Duo circle customer API
  • Add a Delegated Service Access account
    Add a Delegated Service Access account in Duo circle customer API
  • Add destination email service action.
    Add destination email service action. in Duo circle customer API
  • Add service's filter rule.
    Add service's filter rule. in Duo circle customer API
  • Add service user action.
    Add service user action. in Duo circle customer API
  • Add service's user's alias.
    Add service's user's alias. in Duo circle customer API
  • Add service's user forward destination.
    Add service's user forward destination. in Duo circle customer API
  • Update a Delegated Service Access account
    Update a Delegated Service Access account in Duo circle customer API
  • Update service's filter rule.
    Update service's filter rule. in Duo circle customer API

    • Any other action you can think up

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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