Freshservice and Infusionsoft integrations and automations

Seamlessly connect Freshservice and Infusionsoft. 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…

Freshservice
  • New ticket
    New ticket in Freshservice
  • New/updated ticket
    New or updated ticket in Freshservice

    • Any other trigger you can think up

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…

Freshservice
  • Custom action
    Custom action in Freshservice (Custom)
  • Create agent
    Create agent in Freshservice
  • Create incident
    Create incident in Freshservice
  • Create onboarding request
    Create onboarding request in Freshservice
  • Create requester
    Create requester in Freshservice
  • Create service request
    Create service request in Freshservice
  • Create task
    Create a Task in Freshservice
  • Create ticket
    Create a Ticket in Freshservice
  • Delete task
    Delete a Task in Freshservice
  • Get agent details
    Get Agent details by ID in Freshservice
  • List agent fields
    List agent fields in Freshservice
  • List service items
    List service items in Freshservice
  • List onboarding form fields
    List onboarding form fields in Freshservice
  • Get requester details
    Get requester by ID in Freshservice
  • List requester fields
    List requester fields in Freshservice
  • Get task by ID
    Get a Task by id in Freshservice
  • Get ticket by ID
    Get a Ticket in Freshservice
  • List tasks
    List Tasks in Freshservice
  • List ticket form fields
    List ticket form fields in Freshservice
  • List tickets
    List tickets in Freshservice
  • Move ticket
    Move Ticket in Freshservice
  • Restore ticket
    Restore Ticket in Freshservice
  • Search agents
    Search agents in Freshservice
  • Search requesters
    Search requesters in Freshservice
  • Search tickets
    Search tickets in Freshservice
  • Update requester
    Update requester in Freshservice
  • Update task
    Update a Task in Freshservice
  • Update ticket
    Update a Ticket in Freshservice

    • 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

One platform

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