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Customize your Infusionsoft and Zoom 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

Zoom
  • New event Real-time
    Webinar/Meeting/Cloud recording event in Zoom
  • 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

Zoom
  • Custom action
    Custom action in Zoom (Custom)
  • Add group members Batch
    Add group member in Zoom
  • Add registrant
    Add registrants to meeting/webinar/cloud recording in Zoom
  • Create group
    Create group in Zoom
  • Create user
    Create user in Zoom
  • Delete object
    Delete webinar/meeting/cloud recording/group in Zoom
  • Delete users
    Delete user in Zoom
  • Download cloud recording
    Download cloud recording in Zoom
  • Get object by ID
    Get webinar/meeting/cloud recording/group in Zoom
  • Get registrants Batch
    Get registrants for meeting/webinar/cloud recording in Zoom
  • Get user
    Get user in Zoom
  • Get webinar attendees Batch
    Get attendees from webinar in Zoom
  • Retrieve webinar results Batch
    Get results of Q&A/poll from webinar in Zoom
  • List object Batch
    List objects in Zoom
  • Schedule meeting or webinar
    Schedule meeting/webinar in Zoom
  • Search object Batch
    Search webinars/meetings/cloud recordings in Zoom
  • Search users Batch
    Search users in Zoom
  • Update object
    Update webinars/meetings/cloud recordings/groups in Zoom
  • Update registrant status
    Approve/Cancel/Deny registrants for webinars/meetings/cloud recordings in Zoom
  • Update user
    Update user in Zoom
  • Any other action you can think up

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