Infusionsoft and Microsoft Sharepoint integrations and automations

Seamlessly connect Infusionsoft and Microsoft Sharepoint. 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

Microsoft Sharepoint
  • New row in sharepoint list
    New row in Sharepoint list
  • New/updated file in folder hierarchy
    New/updated file in Microsoft Sharepoint folder hierarchy
  • New/updated file in folder hierarchy (large site)
    New/updated file in Microsoft Sharepoint folder hierarchy (large site)
  • New or updated file
    New or updated file in Microsoft Sharepoint folder
  • New/updated row in Sharepoint list
    New/updated row in Sharepoint list

    • 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

Microsoft Sharepoint
  • Custom action
    Custom action in Microsoft Sharepoint (Custom)
  • Add row in sharepoint list
    Add row in Sharepoint list
  • Copy file
    Copy a file in Sharepoint
  • Create folder
    Create folder in Sharepoint library
  • Create rows Batch
    Create rows in Sharepoint list
  • Delete file or folder from library
    Delete a file or a folder from Microsoft Sharepoint library
  • Delete row
    Deletes a row in Sharepoint list
  • Download attachment
    Download attachment in Sharepoint list
  • Download file from library
    Download file from Microsoft Sharepoint library
  • Get file and folder details
    Get details of a file or folder in Sharepoint
  • Get file or folder permissions Batch
    Get permission details of a file or a folder in Microsoft Sharepoint
  • List files and folders within a folder Batch
    List files and folders within a folder in Microsoft Sharepoint
  • Move file
    Move a file in Sharepoint
  • Rename file or folder
    Rename a file or a folder in Sharepoint
  • Search files Batch
    Search files in Sharepoint library
  • Search list items Batch
    Search item in Microsoft Sharepoint list
  • Search users Batch
    Search users in Microsoft Sharepoint library
  • Update file using file contents
    Update file in Microsoft Sharepoint library
  • Update file metadata
    Update file metadata in Sharepoint library
  • Update row
    Updates a row in Sharepoint list
  • Update rows Batch
    Update rows in Sharepoint list
  • Upload attachment
    Upload attachment in Sharepoint list
  • Upload file in library
    Upload file into a folder in Sharepoint library

    • Any other action you can think up

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