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Customize your EdCast and Infusionsoft integration with the following
triggers and actions.
Triggers
When this happens…
Infusionsoft
- New companyCompany is created in Infusionsoft
- New contactContact is created in Infusionsoft
- New orderOrder is created in Infusionsoft
- New opportunityOpportunity is created in Infusionsoft
- New paymentNew payment in Infusionsoft
- New tag assigned to contactTag assigned to contact is created in Infusionsoft
- New/updated contactContact is new or updated in Infusionsoft
- New/updated orderOrder is new or updated in Infusionsoft
- New/updated noteNote is created or updated in Infusionsoft
- New/updated productProduct is new or updated in Infusionsoft
- Product createdProduct created is created in Infusionsoft
- Updated contactContact is updated in Infusionsoft
- Updated orderOrder is updated in Infusionsoft
- Updated opportunityOpportunity is updated in Infusionsoft
Any other trigger you can think up
Actions
Do this…
EdCast
- Add Learning goals to the userAdd a Learning goal to the user in Edcast LXP
- Add a Member to a GroupAdd a member to a group in EdCast LXP
- Assign manager to userAssign manager to user by User External ID or User Email ID.
- Create a GroupCreate a group in EdCast LXP
- Create User BadgeCreate badge for a user in EdCast LXP
- Create User SkillCreate Skill for a user in EdCast LXP
- Create User RecordsCreate users records in EdCast LXP (maximum batches of 10)
- Custom actionCustom action in EdCast LXP
- Delete user skillDelete User Skill from Edcast LXP
- Get list of usersGet list of users in EdCast LXP
- Get GroupsGet groups in EdCast LXP
- Get user by IDGet a user record in EdCast LXP
- Get User Skill CredentialsGet Skill credential for a user in EdCast LXP
- Get Users GroupsReturns the user's group(s) from EdCast LXP
- Remove Learning goals to the userRemove a Learning goal of the user in Edcast LXP
- Remove a Member From a GroupRemove a Member from a Group in EdCast LXP
- Unassign manager from userUnassign manager from user by User External ID or User Email ID
- Update a GroupUpdate a group in EdCast LXP
- Update User Record by IDUpdate a user record in EdCast LXP
- Update User StatusUpdate a user's status in EdCast LXP
Any other action you can think up
Infusionsoft
- Custom actionCustom action in Infusionsoft (Custom)
- Add line item to OrderAdd line item to order in Infusionsoft
- Add payment to orderAdd payment to invoice in Infusionsoft
- Add tax to orderAdd tax to order in Infusionsoft
- Assign tag to contactAssign tag to contact in Infusionsoft
- Charge an invoiceCharge an invoice in Infusionsoft
- Create companyCreate company in Infusionsoft
- Create contactCreate contact in Infusionsoft
- Create noteCreate note in Infusionsoft
- Create opportunityCreate opportunity in Infusionsoft
- Create orderCreate order in Infusionsoft
- Create productCreate product in Infusionsoft
- Create TaskCreate task in Infusionsoft
- Get company details by IDGet company details in Infusionsoft
- Get contact details by IDGet contact details in Infusionsoft
- Get invoice by IDGet invoice by ID in Infusionsoft
- Get payment plan by Invoice IDGet payment plan details by invoice ID in Infusionsoft
- Get payment by IDGet payment by ID in Infusionsoft
- Get payments by Invoice IDGet payments details by invoice ID in Infusionsoft
- Get product details by IDGet product details in Infusionsoft
- Make contact marketableMake contact marketable in Infusionsoft
- Search companies BatchSearch companies in Infusionsoft
- Search contacts BatchSearch contacts in Infusionsoft
- Search credit cards BatchSearch credit cards in Infusionsoft
- Search invoices BatchSearch invoices in Infusionsoft
- Search order items BatchSearch order items in Infusionsoft
- Search orders BatchSearch orders in Infusionsoft
- Search products BatchSearch products in Infusionsoft
- Search tags BatchSearch tags in Infusionsoft
- Search tags by contact ID BatchSearch tags by contact ID in Infusionsoft
- Search users BatchSearch users in Infusionsoft
- Update companyUpdate company in Infusionsoft
- Update contactUpdate contact in Infusionsoft
- Update noteUpdate note in Infusionsoft
- Update opportunityUpdate opportunity in Infusionsoft
- Update orderUpdate order in Infusionsoft
- Update productUpdate product in Infusionsoft
Any other action you can think up
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