Infusionsoft and JupiterOne Data Ingestion integrations and automations

Seamlessly connect Infusionsoft and JupiterOne Data Ingestion. 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 Data Ingestion
  • Abort Sync Job
    Aborts an active sync job, discarding all uploaded data. Use this to cancel a job that should not be finalized.
  • Bulk Delete Entities
    Sends a bulk delete request for entities within an active sync job. Provide an array of objects containing entity _id values to delete.
  • Create Integration Instance
    Creates a new custom integration instance for use with the Sync API. Returns the instance ID needed for starting sync jobs.
  • Finalize Sync Job
    Finalizes a sync job, triggering the JupiterOne backend to process and apply all uploaded entities and relationships to the graph. Call this after all upload actions are complete.
  • Start Sync Job
    Starts a new synchronization job. Use source "integration-external" with an integration instance ID (scope is derived from the instance). Use source "api" with an explicit scope value (no integration instance). Returns the job ID needed for uploading data and finalizing.
  • Upload Combined Batch
    Uploads a batch of entities and/or relationships to an active sync job in a single API call. At least one of entities or relationships must be provided.
  • Upload Entities Batch
    Uploads a batch of entities to an active sync job. Recommended batch size: 250-500 entities per call. Each entity requires _key, _type, _class, and displayName at minimum.
  • Upload Relationships Batch
    Uploads a batch of relationships to an active sync job. Recommended batch size: 250-500 per call. IMPORTANT: Only works with DIFF sync mode, not PATCH. Each relationship requires _key, _type, _class, _fromEntityKey, and _toEntityKey.

    • Any other action you can think up

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