Infusionsoft and JupiterOne integrations and automations

Seamlessly connect Infusionsoft and JupiterOne. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

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

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

JupiterOne
  • Create Graph Entity
    Creates a new entity in JupiterOne using the GraphQL createEntity mutation. Use the scope parameter to prevent managed integrations from creating duplicate entities.
  • Create Graph Relationship
    Creates a new relationship between two entities in JupiterOne using the GraphQL createRelationship mutation.
  • Download Dashboard PDF
    Downloads the rendered dashboard PDF bytes from a signed storage URL (from Get Latest Dashboard PDF Notification) and returns base64-encoded content suitable for email attachment steps.
  • Evaluate Rule
    Triggers an immediate evaluation of a JupiterOne alert rule using the GraphQL evaluateRuleInstance mutation. Evaluation runs asynchronously; the action returns the rule id when the evaluation has been accepted.
  • Evaluate Smart Class
    Triggers an immediate evaluation of a JupiterOne Smart Class using the GraphQL evaluateSmartClassRule mutation. By default evaluation runs asynchronously and the action returns when the evaluation has been accepted. Enable poll_for_completion to poll within Workato's per-action time limit (~150s); for longer evaluations use Get Smart Class Evaluation Status in a recipe repeat loop with fail_if_pending=false.
  • Execute J1QL Query
    Execute J1QL query using deferred response.
  • Export Dashboard PDF
    Invokes the invokeExportDashboardPdf GraphQL mutation. PDF rendering happens asynchronously server-side; pair with Get Latest Dashboard PDF Notification to retrieve the download link when ready.
  • Get Latest Dashboard PDF Notification
    Polls inAppNotifications for topic DASHBOARD_PDF_DOWNLOAD_SUCCESS, matching the configured dashboard name in body.message within a recency window. Returns the newest matching notification downloadLink.
  • Get Smart Class Evaluation Status
    Returns the current Smart Class rule evaluationStep and lastEvaluationEndOn from a single GraphQL query. Use in recipe repeat loops to wait for long-running evaluations without exceeding Workato per-action time limits.
  • List Integration Jobs
    Lists integration jobs for a JupiterOne integration instance using the GraphQL integrationJobs query. Use size=1 to fetch the most recent job (useful for detecting COMPLETED after sync finalize).
  • Update Graph Entity
    Updates an existing JupiterOne graph entity using the GraphQL updateEntityV2 mutation. Provide the entity _id and a JSON object of properties to add or update.

    • Any other action you can think up

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