Infusionsoft and RecipeOps by Workato integrations and automations

Seamlessly connect Infusionsoft and RecipeOps by Workato. 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…

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
  • Deployment failed Real-time
    Deployment failed
  • Deployment complete Real-time
    Deployment completed
  • Deployment approved Real-time
    Deployment approved
  • Deployment rejected Real-time
    Deployment rejected
  • Deployment re-opened for review Real-time
    Deployment re-opened for review
  • New deployment submitted for review Real-time
    New deployment submitted for review
  • API concurrency threshold exceeded Real-time
    API concurrency threshold exceeded in workspace
  • API policy quota violations Real-time
    This trigger monitors API usage for the workspace. Triggers when a client exceeds policy usage quotas.
  • API policy rate limit violations Real-time
    This trigger monitors API usage for the workspace. Triggers when a client exceeds policy rate limits.
  • 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

One platform

  • Power
  • Agility
  • Speed
  • Innovation

Let’s start automating

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