Do everything in one place
Customize your Infusionsoft and Replicon integration with the following
triggers and actions.
Triggers
When this happens…
Infusionsoft
- New companyCompany is created in Infusionsoft
- New contactContact is created in Infusionsoft
- New orderOrder is created in Infusionsoft
- New opportunityOpportunity is created in Infusionsoft
- New paymentNew payment in Infusionsoft
- New tag assigned to contactTag assigned to contact is created in Infusionsoft
- New/updated contactContact is new or updated in Infusionsoft
- New/updated orderOrder is new or updated in Infusionsoft
- New/updated noteNote is created or updated in Infusionsoft
- New/updated productProduct is new or updated in Infusionsoft
- Product createdProduct created is created in Infusionsoft
- Updated contactContact is updated in Infusionsoft
- Updated orderOrder is updated in Infusionsoft
- Updated opportunityOpportunity is updated in Infusionsoft
Any other trigger you can think up
Replicon
- New clientNew client created in Replicon
- New or updated invoice ready to syncNew/updated ready to sync invoice in Replicon
- New projectNew project created in Replicon
- New userNew user created in Replicon
Any other trigger you can think up
Actions
Do this…
Infusionsoft
- Custom actionCustom action in Infusionsoft (Custom)
- Add line item to OrderAdd line item to order in Infusionsoft
- Add payment to orderAdd payment to invoice in Infusionsoft
- Add tax to orderAdd tax to order in Infusionsoft
- Assign tag to contactAssign tag to contact in Infusionsoft
- Charge an invoiceCharge an invoice in Infusionsoft
- Create companyCreate company in Infusionsoft
- Create contactCreate contact in Infusionsoft
- Create noteCreate note in Infusionsoft
- Create opportunityCreate opportunity in Infusionsoft
- Create orderCreate order in Infusionsoft
- Create productCreate product in Infusionsoft
- Create TaskCreate task in Infusionsoft
- Get company details by IDGet company details in Infusionsoft
- Get contact details by IDGet contact details in Infusionsoft
- Get invoice by IDGet invoice by ID in Infusionsoft
- Get payment plan by Invoice IDGet payment plan details by invoice ID in Infusionsoft
- Get payment by IDGet payment by ID in Infusionsoft
- Get payments by Invoice IDGet payments details by invoice ID in Infusionsoft
- Get product details by IDGet product details in Infusionsoft
- Make contact marketableMake contact marketable in Infusionsoft
- Search companies BatchSearch companies in Infusionsoft
- Search contacts BatchSearch contacts in Infusionsoft
- Search credit cards BatchSearch credit cards in Infusionsoft
- Search invoices BatchSearch invoices in Infusionsoft
- Search order items BatchSearch order items in Infusionsoft
- Search orders BatchSearch orders in Infusionsoft
- Search products BatchSearch products in Infusionsoft
- Search tags BatchSearch tags in Infusionsoft
- Search tags by contact ID BatchSearch tags by contact ID in Infusionsoft
- Search users BatchSearch users in Infusionsoft
- Update companyUpdate company in Infusionsoft
- Update contactUpdate contact in Infusionsoft
- Update noteUpdate note in Infusionsoft
- Update opportunityUpdate opportunity in Infusionsoft
- Update orderUpdate order in Infusionsoft
- Update productUpdate product in Infusionsoft
Any other action you can think up
Replicon
- Custom actionCustom action in Replicon (Custom)
- Assign all users to projectAssign all users to project in Replicon
- Assign co-manager to projectAssign co-manager to project in Replicon
- Add line item to expense sheetAdd line item to expense sheet in Replicon
- Assign manager to projectAssign manager to project in Replicon
- Assign user to projectAssign user to project in Replicon
- Update invoice statusUpdate status for invoice in Replicon
- Create clientCreate client in Replicon
- Create expense sheetCreate expense sheet in Replicon
- Create projectCreate project in Replicon
- Create project taskCreate project task in Replicon
- Create timesheetCreate timesheet in Replicon
- Create userCreate user in Replicon
- Get all tasks for a project BatchGet all project task in Replicon
- Get client detailsGet client details from Replicon
- Get project cost amount detailsGet project cost amount details from Replicon
- Get expensable projects BatchGet expensable projects by expense sheet in Replicon
- Get invoice details by URIGet invoice details from Replicon
- Get invoice item details by URIGet invoice item details from Replicon
- Get project detailsGet project details from Replicon
- Get list of project team members BatchGet list of project team members from project in Replicon
- Get task assignments for resource BatchGet task assignments for resource in Replicon
- Get user detailsGet user details from Replicon
- Get list of clients BatchGet list of clients from Replicon
- Get all eligible project leaders BatchGet all eligible project leaders from Replicon
- Get list of projects BatchGet list of projects from Replicon
- Get list of users BatchGet list of users from Replicon
- Get payroll details BatchGet payroll details for a specific pay period from Replicon
- Search clients BatchSearch clients in Replicon
- Search programs BatchSearch programs in Replicon
- Search projects BatchSearch projects in Replicon
- Search users BatchSearch users in Replicon
- Submit expense sheetSubmit expense sheet in Replicon
- Update clientUpdate client in Replicon
- Update payment due date and issue dateUpdate payment due date and date of issue for invoice in Replicon
- Update invoice descriptionUpdate description for invoice in Replicon
- Update invoice sync statusUpdate sync status for invoice in Replicon
- Update projectUpdate project in Replicon
- Update project clientUpdate project client in Replicon
- Update project end dateUpdate end date for project in Replicon
- Update project fixed bid rateUpdate project fixed bid rate in Replicon
- Update project nameUpdate project name in Replicon
- Update project programUpdate program to project in Replicon
- Update project statusUpdate project status in Replicon
- Update userUpdate user in Replicon
Any other action you can think up
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