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Customize your Infusionsoft and Replicon 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

  • Show all 14
Replicon
  • New client
    New client created in Replicon
  • New or updated invoice ready to sync
    New/updated ready to sync invoice in Replicon
  • New project
    New project created in Replicon
  • New user
    New user created in Replicon
  • Updated timesheet
    Updated timesheet in Replicon
  • 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
    Search companies in Infusionsoft
  • Search contacts
    Search contacts in Infusionsoft
  • Search credit cards
    Search credit cards in Infusionsoft
  • Search invoices
    Search invoices in Infusionsoft
  • Search order items
    Search order items in Infusionsoft
  • Search orders
    Search orders in Infusionsoft
  • Search products
    Search products in Infusionsoft
  • Search tags
    Search tags in Infusionsoft
  • Search tags by contact ID
    Search tags by contact ID in Infusionsoft
  • Search users
    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

  • Show all 37
Replicon
  • Custom action
    Custom action in Replicon (Custom)
  • Assign all users to project
    Assign all users to project in Replicon
  • Assign co-manager to project
    Assign co-manager to project in Replicon
  • Add line item to expense sheet
    Add line item to expense sheet in Replicon
  • Assign manager to project
    Assign manager to project in Replicon
  • Assign user to project
    Assign user to project in Replicon
  • Update invoice status
    Update status for invoice in Replicon
  • Create client
    Create client in Replicon
  • Create expense sheet
    Create expense sheet in Replicon
  • Create project
    Create project in Replicon
  • Create project task
    Create project task in Replicon
  • Create timesheet
    Create timesheet in Replicon
  • Create user
    Create user in Replicon
  • Get all tasks for a project
    Get all project task in Replicon
  • Get client details
    Get client details from Replicon
  • Get project cost amount details
    Get project cost amount details from Replicon
  • Get expensable projects
    Get expensable projects by expense sheet in Replicon
  • Get invoice details by URI
    Get invoice details from Replicon
  • Get invoice item details by URI
    Get invoice item details from Replicon
  • Get project details
    Get project details from Replicon
  • Get list of project team members
    Get list of project team members from project in Replicon
  • Get task assignments for resource
    Get task assignments for resource in Replicon
  • Get user details
    Get user details from Replicon
  • Get list of clients
    Get list of clients from Replicon
  • Get all eligible project leaders
    Get all eligible project leaders from Replicon
  • Get list of projects
    Get list of projects from Replicon
  • Get list of users
    Get list of users from Replicon
  • Get payroll details
    Get payroll details for a specific pay period from Replicon
  • Search clients
    Search clients in Replicon
  • Search programs
    Search programs in Replicon
  • Search projects
    Search projects in Replicon
  • Search users
    Search users in Replicon
  • Submit expense sheet
    Submit expense sheet in Replicon
  • Update client
    Update client in Replicon
  • Update payment due date and issue date
    Update payment due date and date of issue for invoice in Replicon
  • Update invoice description
    Update description for invoice in Replicon
  • Update invoice sync status
    Update sync status for invoice in Replicon
  • Update project
    Update project in Replicon
  • Update project client
    Update project client in Replicon
  • Update project end date
    Update end date for project in Replicon
  • Update project fixed bid rate
    Update project fixed bid rate in Replicon
  • Update project name
    Update project name in Replicon
  • Update project program
    Update program to project in Replicon
  • Update project status
    Update project status in Replicon
  • Update user
    Update user in Replicon
  • Any other action you can think up

  • Show all 45

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