Infusionsoft and RecipeOps by Workato integrations and automations

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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

  • Show all 14
RecipeOps by Workato
  • Customer usage threshold reached Real-time
    Customer usage threshold reached in OEM account
  • 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
  • Recipe stopped by Workato Real-time
    Receive notification when a recipe is stopped due to errors

    • Any other trigger you can think up

  • Show all 9

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
RecipeOps by Workato
  • Get recipe details
    Get recipe details of specified recipe
  • Search job history
    Search job history of specified recipe
  • Rerun jobs
    Rerun specified jobs
  • List connections
    List connections
  • List recipes
    List all recipes
  • Search recipes
    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

  • Show all 9

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