Infusionsoft and VISO TRUST integrations and automations

Seamlessly connect Infusionsoft and VISO TRUST. 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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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

VISO TRUST
  • Artifact expired Real-time
    Artifact expired in VISO TRUST
  • Artifact expiring Real-time
    Artifact expiring in VISO TRUST
  • Assessment artifact update completed Real-time
    Assessment artifact update completed in VISO TRUST
  • Assessment cancelled Real-time
    Assessment cancelled in VISO TRUST
  • Assessment completed Real-time
    Assessment completed in VISO TRUST
  • Assessment recertification completed Real-time
    Assessment recertification completed in VISO TRUST
  • Assessment remediation completed Real-time
    Assessment remediation completed in VISO TRUST
  • Assessment reminder sent Real-time
    Assessment reminder sent in VISO TRUST
  • Assessment summary generated Real-time
    Assessment summary generated in VISO TRUST
  • Docs-only artifact update completed Real-time
    Docs-only artifact update completed in VISO TRUST
  • New relationship onboarded Real-time
    New relationship onboarded in VISO TRUST
  • Relationship overdue Real-time
    Relationship overdue in VISO TRUST
  • Risk accepted Real-time
    Risk accepted in VISO TRUST
  • Upcoming recertification Real-time
    Upcoming recertification in VISO TRUST

    • 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

VISO TRUST
  • Create BitSight report
    Create BitSight report in VISO TRUST
  • Create Recorded Future report
    Create Recorded Future report in VISO TRUST
  • Create relationship
    Create relationship in VISO TRUST
  • Create relationship by domain
    Create relationship by domain in VISO TRUST
  • Create SecurityScorecard report
    Create SecurityScorecard report in VISO TRUST
  • Download assessment artifacts
    Download assessment artifacts from VISO TRUST
  • Download relationship artifacts
    Download relationship artifacts from VISO TRUST
  • Get assessment
    Get assessment in VISO TRUST
  • Get assessment summary
    Get assessment summary in VISO TRUST
  • Get relationship
    Get relationship in VISO TRUST
  • Search relationships
    Search relationships in VISO TRUST by filter criteria
  • Start assessment
    Start assessment in VISO TRUST
  • Update relationship
    Update relationship in VISO TRUST

    • Any other action you can think up

One platform

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