Infusionsoft and SurveyMonkey integrations and automations

Seamlessly connect Infusionsoft and SurveyMonkey. 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

SurveyMonkey
  • Completed survey response
    Completed response for survey on SurveyMonkey

    • 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

SurveyMonkey
  • Custom action
    Custom action in SurveyMonkey (Custom)
  • Add contacts
    Add contacts to a SurveyMonkey contact list
  • Add page
    Add a page to a SurveyMonkey survey
  • Add question
    Add a question to a SurveyMonkey survey page
  • Create collector
    Create a collector in SurveyMonkey
  • Create contact list
    Create a contact list in SurveyMonkey
  • Create survey
    Create a survey in SurveyMonkey
  • Create webhook
    Create a webhook in SurveyMonkey
  • Delete webhook
    Delete a webhook in SurveyMonkey
  • Get response
    Get a response in SurveyMonkey
  • Get survey details
    Get survey details in SurveyMonkey
  • Get webhook
    Get a webhook in SurveyMonkey
  • List collectors Batch
    List collectors for a SurveyMonkey survey
  • List contact lists Batch
    List contact lists in SurveyMonkey
  • List contacts Batch
    List contacts in a SurveyMonkey contact list
  • List question bank questions Batch
    List question bank questions in SurveyMonkey
  • List responses Batch
    List responses in SurveyMonkey
  • List survey categories Batch
    List survey categories in SurveyMonkey
  • List survey templates Batch
    List survey templates in SurveyMonkey
  • List surveys Batch
    List surveys in SurveyMonkey
  • List webhooks Batch
    List webhooks in SurveyMonkey
  • Search surveys
    Search for a survey in SurveyMonkey
  • Send survey invite via email
    Send SurveyMonkey survey invite via email to recipient
  • Send collector invitation
    Send a collector invitation via SurveyMonkey
  • Update page
    Update a page in a SurveyMonkey survey
  • Update question
    Update a question in SurveyMonkey
  • Update survey
    Update survey settings in SurveyMonkey

    • Any other action you can think up

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