Infusionsoft and Xemplo integrations and automations

Seamlessly connect Infusionsoft and Xemplo. 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

Xemplo
  • New or updated record Real-time
    Select an event.

    • 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

Xemplo
  • Custom action
    Custom action in Xemplo (Custom)
  • Create assignment
    Create assignment in Xemplo
  • Create company
    Create company in Xemplo
  • Create company user
    Create company user in Xemplo
  • Create engagement
    Create engagement in Xemplo
  • Create onboarding
    Create onboarding in Xemplo
  • Create timesheet
    Create timesheet in Xemplo
  • Get assignment
    Gets an assignment in Xemplo by unique ID
  • Get company
    Gets a company in Xemplo by unique ID
  • Get company user
    Get a company user in Xemplo
  • Search company users
    Search company users in Xemplo
  • Get course enrolment
    Gets a course enrolment in Xemplo by course enrolment ID
  • Get credential
    Gets an active credential in Xemplo by unique ID
  • Get engagement
    Gets an existing engagement in Xemplo by unique id
  • Get invoice
    Gets an existing invoice in Xemplo by unique id
  • Get invoice pdf
    Gets an invoice pdf
  • Get RCTI
    Gets an existing RCTI in Xemplo by unique ID
  • Get work right
    Gets a work right in Xemplo by unique ID
  • Get worker
    Gets a worker in Xemplo by unique worker ID
  • Get worker course enrolments
    Gets a list of course enrolments related to a worker in Xemplo
  • Get worker credentials
    Gets the list of active credentials for specified worker ID in Xemplo
  • Get worker work rights
    Gets a list of work rights for a specified worker by unique worker ID in Xemplo
  • Register assignment rate change
    Register assignment rate change
  • Search assignments
    Search assignments in Xemplo
  • Search companies
    Search companies in Xemplo
  • Search credentials
    Search credentials in Xemplo
  • Search engagements
    Search engagements in Xemplo
  • Search invoices
    Search invoices in Xemplo
  • Search positions
    Search positions in Xemplo
  • Search rate templates
    Search rate templates
  • Search RCTIs
    Searches RCTIs in Xemplo
  • Search workers
    Searches workers in Xemplo
  • Search workflows
    Search workflows in Xemplo
  • Update assignment
    Updates assignment in Xemplo
  • Update company
    Update company in Xemplo
  • Update worker credential
    Update worker credential in Xemplo
  • Update invoice
    Update invoice in Xemplo
  • Update RCTI
    Update RCTI in Xemplo
  • Update worker
    Update worker in Xemplo
  • Upload back page of worker's credential
    Upload back page of worker's credential in Xemplo
  • Upload front page of worker's credential
    Upload front page of worker's credential in Xemplo

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation