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Customize your Infusionsoft and NHS Electronic Staff Record (ESR) Wrapper 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
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
NHS Electronic Staff Record (ESR) Wrapper
- GET Absence RecordGet individual Absence Record
- GET Absence Record ListGet Absence Record List
- GET Competence Assignment RecordGet individual Competence Assignment Record
- GET Competence Assignment Record ListGet Competence Assignment Record List
- GET Competence Definition RecordGet individual Competence Definition Record
- GET Competence Definition Record ListGet Competence Definition Record List
- GET Competency RecordGet individual Competency Record
- GET Competency Record ListGet Competency Record List
- GET Costing RecordGet individual Costing Record
- GET Costing Record ListGet Costing Record List
- GET Disability RecordGet individual Disability Record
- GET Disability Record ListGet Disability Record List
- GET Element RecordGet individual Element Record
- GET Element Record ListGet Element Record List
- GET Location RecordGet individual Location Record
- GET Location Record ListGet Location Record List
- GET Organisation RecordGet individual Organisation Record
- GET Organisation Record ListGet Organisation Record List
- GET Person Eit RecordGet individual Person Eit Record
- GET Person Eit Record ListGet Person Eit Record List
- GET Person RecordGet individual Person Record
- GET Person Record ListGet Person Record List
- GET Position Eit RecordGet individual Position Eit Record
- GET Position Eit Record ListGet Position Eit Record List
- GET Position RecordGet individual Position Record
- GET Position Record ListGet Position Record List
- GET Qualification RecordGet individual Qualification Record
- GET Qualification Record ListGet Qualification Record List
- GET Sit RecordGet individual Sit Record
- GET Sit Record ListGet Sit Record List
- GET Training Absence RecordGet individual Training Absence Record
- GET Training Absence Record ListGet Training Absence Record List
Any other action you can think up
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