Do everything in one place
Customize your Infusionsoft and Rev Ops 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
Rev Ops
- Account Change Event Real-timeTriggers when account created or updated in RevOps
- Deal Change Event Real-timeTriggers when deal created or updated in RevOps
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
Rev Ops
- Calculate Usage and CostCalculate usage and cost in RevOps
- Create AccountCreates and verifies payable accounts in RevOps
- Create InvoiceCreate an invoice in RevOps
- Create or Update UsageEventCreate or update usage event in RevOps
- Create PlanCreate plan in RevOps
- Delete AccountDelete account in RevOps
- Void InvoiceVoid an invoice in RevOps
- Get Account InstanceGet a account in RevOps
- Get Deal InstanceGet a deal in RevOps
- Get Invoice InstanceGet a invoice in RevOps
- Get List of AccountsGet a list of accounts in RevOps
- Get List of DealsGet a list of deals in RevOps
- Get List of InvoicesGet a list of invoices in RevOps
- Get List of PlansGet a list of plans in RevOps
- Get List of Usage EventsGet a list of usage events in RevOps
- Get Plan InstanceGet a plan in RevOps
- Get Usage Event InstanceGet a usage event in RevOps
- Send Invoice NotificationSend an invoice notification in RevOps
- Invoice PaymentCharge an invoice in RevOps
- Update AccountUpdate account in RevOps
- Update InvoiceCreate an invoice in RevOps
- Update PlanUpdate plan in RevOps
Any other action you can think up
The wonders of Workato
Easily set up as many intelligent automations you need.
- 1000s of ready-to-use templates
- Accelerate work with intelligent automation
- Do it yourself, faster
- Build bots. Put them to work