Guru and Infusionsoft integrations and automations

Seamlessly connect Guru and Infusionsoft. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

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…

Guru
  • Collection Trust Score Change
    Triggers when the selected collection's trust score changes
  • New Board Created Real-time
    Triggers when a new Board is created
  • New Card Archived Real-time
    Triggers when a user archives a Card
  • New Card Comment Real-time
    Triggers when a user comments on a Card
  • New Card Copied Real-time
    Triggers when a user either copies the content within the Card or clicks on the "Card Copied content" button
  • New Card Created Real-time
    Triggers when a new Card is published
  • New Card Favorited Real-time
    Triggers when a user clicks the heart icon to add the card to "My Favorite Card" list
  • New Card Link Copied Real-time
    Triggers when a user clicks on the "Card Copy link" button
  • New Card Unfavorited Real-time
    Triggers when a user removes a Card from their "My Favorite Card" list
  • New Card Unverified
    Triggers when a Card becomes unverified
  • New Card Updated Real-time
    Triggers when a user makes an edit to a Card
  • New Card Verified Real-time
    Triggers when a user verifies a Card
  • New Card Viewed Real-time
    Triggers when a user views a Card
  • New Collection Created Real-time
    Triggers when a new Collection is created
  • New Group Created Real-time
    Triggers when a new Group is published
  • New Member Real-time
    Triggers when a new member was invited to team
  • New Tag Created Real-time
    Triggers when a new Tag is created
  • New User Added to Group Real-time
    Triggers when a User is added to a Group

    • Any other trigger you can think up

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

Actions

Do this…

Guru
  • Add Tag to Card
    Adds an existing Tag to a Card.
  • Add User to Group
    Adds a user to a Group.
  • Archive Card
    Archives a Card.
  • Create Card
    Create a new Card
  • Create Group
    Creates a new Group
  • Create Tag
    Create a Tag
  • Create Tag Category
    Create a Tag Category
  • Get Board Details
    Get Board details
  • Get Card Details
    Get Card details
  • Get Collection Details
    Get Collection details
  • Get Group Details
    Get Group details
  • Get Tag Details
    Get Tag details
  • Get Team Stats
    Get Team stats
  • Get User Details
    Find User details
  • Invite User
    Adds a user to your Team
  • List Collections
    List Collections
  • List Group Members
    List Users within a Group
  • List Tag Categories
    List Tag Categories
  • Remove User from Group
    Removes a User from a Group
  • Remove User
    Removes a User from your Team
  • Restore Card
    Restores a previously Archived Card
  • Search for Archived Card
    Search for a card that has been archived
  • Search Cards
    Search Cards
  • Search Groups
    Search Groups
  • Unverify Card
    Unverifies a Card
  • Update Card
    Update a Card
  • Verify Card
    Verifies a Card

    • Any other action you can think up

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

One platform

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