Infusionsoft and RecipeOps by Workato integrations and automations

Do everything in one place

Customize your Infusionsoft and RecipeOps by Workato 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

RecipeOps by Workato
  • Usage threshold reached Real-time
    Triggers when usage thresholds are reached in 10% intervals
  • API concurrency threshold exceeded Real-time
    API concurrency threshold exceeded in workspace
  • On-prem agent disconnected Real-time
    On-prem agent disconnected
  • Job failed Real-time
    Receive notification when a job fails in specified recipes
  • Member invitation accepted Real-time
    Receive notification when an invitation is accepted
  • Package deployed Real-time
    Receive notification when a package is deployed
  • Recipe started Real-time
    Receive notification when a recipe is started
  • Recipe stopped by user Real-time
    Receive notification when a recipe is stopped by a user
  • Account connected Real-time
    Receive notification when an app is connected
  • Account disconnected Real-time
    Receive notification when an app is disconnected
  • Account credentials refresh failed Real-time
    Receive notification when an App fails to refresh its access credentials
  • Recipe stopped by Workato Real-time
    Receive notification when a recipe is stopped due to errors

    • 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 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

RecipeOps by Workato
  • Get recipe details
    Get recipe details of specified recipe
  • Search job history Batch
    Search job history of specified recipe
  • Rerun jobs Batch
    Rerun specified jobs
  • List connections Batch
    List connections
  • List recipes Batch
    List all recipes
  • Search recipes Batch
    Search recipes
  • Start recipe
    Start an inactive recipe
  • Stop recipe
    Stop an active recipe
  • Get account details
    Get account details

    • Any other action you can think up

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