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Customize your Infusionsoft and Workbot for Slack integration with the following triggers and actions.

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

  • Show all 14
Workbot for Slack
  • New command (old version) Real-time
    New command to Slack Workbot
  • New command Real-time
    New command to Slack Workbot
  • New URL mention Real-time
    New message with URL mention from Slack
  • New dynamic menu event (beta) Real-time
    New dynamic menu event in Workbot
  • New Shortcut trigger Real-time
    New shortcut to Slack Workbot
  • New event Real-time
    New event to Slack Workbot
  • 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
    Search companies in Infusionsoft
  • Search contacts
    Search contacts in Infusionsoft
  • Search credit cards
    Search credit cards in Infusionsoft
  • Search invoices
    Search invoices in Infusionsoft
  • Search order items
    Search order items in Infusionsoft
  • Search orders
    Search orders in Infusionsoft
  • Search products
    Search products in Infusionsoft
  • Search tags
    Search tags in Infusionsoft
  • Search tags by contact ID
    Search tags by contact ID in Infusionsoft
  • Search users
    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

  • Show all 37
Workbot for Slack
  • Custom action
    Custom action in Workbot for Slack (Custom)
  • Open/update or push modal view
    Open/update or push a modal view as Slack Workbot
  • Delete message
    Delete message as Slack Workbot
  • Download attachment
    Download attachment from Slack Workbot
  • Return menu options (beta)
    Return menu options
  • Get user by email
    Get user info by email
  • Publish App Home view
    Publish an app home view
  • Post dialog
    Post dialog for Slack Workbot
  • Post message
    Post message as Slack Workbot
  • Post notification (old version)
    Post notification as Slack Workbot
  • Post command reply (old version)
    Post command reply as Slack Workbot
  • Post command reply
    Post command reply as Slack Workbot
  • Post attachment
    Posts attachment as Slack Workbot
  • Any other action you can think up

  • Show all 13

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