Infusionsoft and SmartRecruiters integrations and automations

Seamlessly connect Infusionsoft and SmartRecruiters. 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

SmartRecruiters
  • New event Real-time
    New event in SmartRecruiters
  • New/updated record
    New/updated record in SmartRecruiters

    • 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

SmartRecruiters
  • Custom action
    Custom action in SmartRecruiters (Custom)
  • Activate job property
    Activate a job property in SmartRecruiters
  • Activate job property value
    Activate a job property value in SmartRecruiters
  • Activate user
    Activate a user in SmartRecruiters
  • Add hiring team member of a job
    Add hiring team member of a job in SmartRecruiters
  • Apply as a candidate
    Apply as a candidate in SmartRecruiters
  • Assign users to access group
    Assign users to access group in SmartRecruiters
  • Create record
    Create record in SmartRecruiters
  • Deactivate job property value
    Deactivate a job property value in SmartRecruiters
  • Deactivate user
    Deactivate a user in SmartRecruiters
  • Delete record
    Delete record in SmartRecruiters
  • Download candidate's file attachment
    Download candidate's file attachment in SmartRecruiters
  • Get record details by ID
    Get details of specific record in SmartRecruiters
  • List records
    List records in SmartRecruiters
  • Publish the default job ad
    Publish the default job ad in SmartRecruiters
  • Publish a job ad
    Publish job ad in SmartRecruiters
  • Remove hiring team member of a job
    Remove hiring team member of a job in SmartRecruiters
  • Remove user from access group
    Remove users from access group in SmartRecruiters
  • Request consent from multiple candidates
    Request consent from multiple candidates in SmartRecruiters
  • Search records
    Search for records in SmartRecruiters
  • Send an activation email to a user
    Send an activation email to a user in SmartRecruiters
  • Send a password reset email to a user
    Send a password reset email to a user in SmartRecruiters
  • Set onboarding status for a candidate
    Set onboarding status for a candidate in SmartRecruiters
  • Unpublish a job ad
    Unpublish job ad in SmartRecruiters
  • Unpublish a job from all sources
    Unpublish job ad from all sources in SmartRecruiters
  • Update record
    Update record in SmartRecruiters
  • Update user avatar
    Update user avatar in SmartRecruiters
  • Attach file to a candidate
    Attach file to a candidate in SmartRecruiters

    • Any other action you can think up

One platform

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  • Innovation